SKYWARD EXPENSE REIMBURSEMENT - PDF document

1 SKYWARD EXPENSE REIMBURSEMENT EMPLOYE
SKYWARD EXPENSE REIMBURSEMENT EMPLOYEE INSTRUCTIONS 2 01 5 - 1 6 SKYWARD EXPENSE REIMBURSEMENT INSTRUCTIONS I n structions: This following process must be completed in order to obtain reimburse ment for expense claim reimbursement. Step 1 : Employee log s into Skyward /Employee Access . Step 2: Click Expense Reimbursement . Step 3: Click the Submit Request link to begin process. If you are currently

2 not set - up as a vendor, the followin
not set - up as a vendor, the following pop - up screen will appear. If this pop - up occurs, please contact Kim Dros, Accounts Payable at 262.971.1800 x2122, so she may set you up as a vendor. You must be in the system as a vendor to co mplete a expense reimbursement request. Step 4: Click Add . Step 5 : Enter dates for Expenses From/To . Step 6 : Enter Purpose for Reimbursement . Click Save . Step 7: Click on

3 Attachments . Thi s will allow you
Attachments . Thi s will allow you to attach saved pictures or scanned cop ies of all Application for Attendance at Educational Conferences form(s), receipt (s) and mileage log(s) to your request . All reimbursement requests require you to submit Application for Attendance at Educational Conferences fo rm(s), receipt(s) and/or mileage log(s) using Attachments . Step 8: To attach your saved picture or scanned Application for Att

4 endance at Educational Conferences fo
endance at Educational Conferences form(s), receipt(s) and/or mileage log(s), click Add File . Step 9: Click on drop down arrow to enter default T ype : Attachments (Expense Reimbursement Request) . E nter description of expense in D escription field. Choose Upload a New File. Click Choose File to upload your file. Step 10: After file is uploaded, click Save , the following new screen will pop up. At this time you will

5 be able View Attachment or click Bac
be able View Attachment or click Back to continue your expense reimbursement request. Step 11: Click Add . If you have multiple items for the same reimbursement (ex: mileage and meals from the same conference), you may click Mass Add Detail and enter all items individually under the same reimbursement. S tep 12 : Click on drop down arrow to select the Reimbursement Type . You may want to keep receipt until you receive p

6 ayment. Be sure to check the Receip
ayment. Be sure to check the Receipt Attached box. Note: There are two listings for mileage – District Mileage should be used for traveling within the district (building to building, mail runs, etc.); Mileage Reimbursement should be used for conference or training mileage. Step 13 : Enter Amount or Quantity for your expense reimbursement. Everything, excluding mileage will default to quantity of 1 and requires you to ente

7 r total dollar amount before tax . Wh
r total dollar amount before tax . When using the mileage reimbursement type, enter the total mileage in the quantity box. The system will calculate total dollar amount for mileage only. Note: The maximum dollar amount per day for meals is $38.00. Step 14 : Enter Description/C ustomer . Step 15 : ALWAYS ENTER THE DEFAULT A CCOUNT # 10 E 000 000 000000 Fa ilure to enter this account number may delay your payment. Click

8 Save . Step 16 : If you have multip
Save . Step 16 : If you have multiple reimbursement types (ex: mileage and supplies) return to and then complete Step s 11 – 15 until all reimbursement types have been entered. Step 17 : Review all information entered for accuracy. Click Submit for Approval . After you select Submit for Approval, your Expense Reimbursement request will go through the approval proce ss. You will receive an email with confirmation/approval/deni