This page contains guidance and resources for submitting Travel Expense Reports for reimbursement.
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 Firstsource Support Team. Our campus currently has a 17% send back rate so far in FY21 compared to an average of 24% across all UW campuses. The top reasons expense reimbursement reports are sent back are:
- Missing agendas
- Mileage issues
- Meal per diem
- Incorrect Expense Type selection
- Missing receipts
- Business purpose or additional description/detail needed
Most employees are aware that they have 90 days from the date of an expense, or the last day of travel, to submit for reimbursement. UW System Share Services now also requires any reimbursement report which is returned for revision to be resubmitted within 90 days of the send-back date. Any reimbursement request for expenses beyond the 90-day limit requires a Travel Policy Exception Request. The reimbursement is considered to be taxable income at this point.
NOTE: To complete an expense reimbursement report (TER), simply convert the TA to a TER to save time. Attach any approval email with receipts and other supportive documents to your TER.
How to Documents for TERs
Please send all relocation-related questions to Shawn Seuferer, email@example.com.