Get Expense Pre Approval Form

Filling out the Expense Pre Approval Form online is a crucial process for ensuring that all expenses incurred are properly approved before processing. This guide provides step-by-step instructions to assist users in completing the form accurately and efficiently.

Follow the steps to complete the Expense Pre Approval Form

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Begin by checking the appropriate type of pre-approval being sought. You can select either 'Credit Card,' 'Use Miles ISD Charge account,' or 'Extenuating Circumstances' based on your needs.
3. In the 'Requester' field, enter your name or the name of the individual submitting the request.
4. Fill in the 'Date of Request' with the current date to document when the pre-approval is being submitted.
5. Specify the 'Program or Activity' for which the expenses will be utilized. This should clearly reflect the purpose of the funds.
6. Identify the 'Fund Source' that will cover the expenses. This may refer to a specific budget or department fund.
7. List the 'Items being purchased' in detail. Provide a thorough description to clearly communicate what is being acquired.
8. Describe the 'Purpose' of the expenses in the area provided. Ensure that you explain the necessity of these purchases.
9. Sign and date the form in the 'Requester’s Signature' section to validate your request.
10. Once the request form is complete, the supervisor should sign and date the form in the 'Supervisor’s Signature' section for final approval.
11. After completing all sections, you can save changes, download a copy, print, or share the form as needed.

Complete your Expense Pre Approval Form online to ensure timely processing of your requests.