Get Bre Form - Ysu - Youngstown State University - Web Ysu

Filling out the Business-Related and Entertainment Expense Form (BRE Form) for Youngstown State University is essential for documenting expenses accurately. This guide will provide you with a clear and structured approach to completing the form, ensuring compliance with university and IRS guidelines.

Follow the steps to complete the form accurately and efficiently.

1. Press the ‘Get Form’ button to access the BRE Form and launch it in your preferred editing tool.
2. Input your name in the 'Employee Name' field at the top of the form to identify the individual submitting the expense report.
3. Fill out the 'Fund', 'Org', 'Account', and 'Program' fields with accurate information related to the financial aspects of the expense.
4. Enter the 'Department Name' to specify the department responsible for the expense reporting.
5. Complete the 'Date of Expense' field to indicate when the expense occurred.
6. Choose the specific 'Type of Expense' according to the BRE Guidelines table and enter the corresponding number(s) and letter.
7. Provide a detailed 'Business Purpose' explaining why the expense was incurred, avoiding vague descriptions.
8. List the names and relationships of participants and/or recipients of the expense in the 'Names and Relationships of Participants and/or Recipients' section, ensuring clarity.
9. Attach original, itemized receipts for each expense where required, as these are necessary for reimbursement.
10. If you are the financial manager for the FOAP being charged, sign in the designated space, or secure the financial manager's signature and pre-approval signatures as necessary.
11. Gather any additional forms or documentation that needs to accompany your submission, such as agendas or notes for clarification.
12. Upon completion of all fields and attachments, save your changes to the form and prepare it for submission by attaching it to the document used for payment or reimbursement.

Complete your BRE Form online today to ensure timely processing of your business-related and entertainment expenses.