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Learn how to submit a TER for reimbursement

Travel Expense Reports (TERs) are filled out within the Shared Financial System (SFS) and are used for reimbursement of expenses occurred while traveling that were put on a personal card or a US Bank Corporate Card. 

  • Selecting Corporate Card allows the charges to directly pay down the travelers corporate card balance.
  • Selecting Personal Funds allows the funds to be paid directly to the travelers personal account.
    • Employees: payroll direct deposit account
    • Non-Employees: physical check that will be mailed

An alternate must create and submit any expense reports for a non-employee traveler.

Expense Reimbursement Updates

UW-Eau Claire is succeeding in reducing the number of expense reimbursement reports sent back for revision thanks to continued collaboration between travelers and the UW-Eau Claire Travel Manager. Our campus currently has a 11% send back rate so far in FY21 compared to an average of 19% across all UW campuses.

The top return reasons for expense reimbursement reports are:
    • Agenda is missing
    • Mileage is incorrect
    • Itemized receipts are missing 
    • Meal Per Diem not selected correctly  
    • Expense Type selection incorrect 
    • Business purpose or additional description/detail needed
90 Days to Submit

Employees have 90 days from the date of an expense, or the last day of travel, to submit a report for reimbursement. A new update from UW System Shared Services now also requires any reimbursement reports, which are returned for revision, to be resubmitted within 90 days of the send-back date. Any reimbursement requests for expenses beyond the 90-day limit require a Expense Policy Exception Request. The reimbursement is considered to be taxable income after 90 days. 

'How to' Documents for TERs


Please send all relocation-related questions to Shawn Seuferer,

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