Get Expense Report - University Of St. Thomas - Stthomas

Filling out the Expense Report is a crucial task for properly documenting expenses incurred on behalf of your team at the University of St. Thomas. This guide provides step-by-step instructions to ensure a smooth and accurate completion of the form online.

Follow the steps to fill out your expense report correctly.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Begin by entering the team name in the designated field to identify your project. This will help in tracking the expenses accurately.
3. Fill in the date submitted. This should reflect the current date when you are completing the form.
4. List all team members involved in the project. Ensure that names are spelled correctly for accurate documentation.
5. The team leader must provide their signature in the specified section. This serves as confirmation of the expense report's accuracy.
6. Next, the faculty advisor is required to sign the form. This approval is essential for validating the expenses submitted.
7. Indicate the name of the person to whom the check should be mailed in the 'Name (mail check)' field.
8. Complete the address fields, including street address, city, state, and zip code. Accurate contact information is vital for proper delivery.
9. Input a telephone number where the recipient can be reached for any follow-up regarding the expense report.
10. Provide the social security number as required. Ensure it is entered accurately to avoid any payment issues.
11. Enter the date of any expenses incurred; this helps in organizing the report chronologically.
12. Detail the specific items incurred under each expense category along with their reasons. This provides clarity on the expenditures listed.
13. Categorize expenses as 'Travel Expense' or 'Other Expense' as applicable. Accurate categorization aids in efficient processing.
14. Once all fields are completed, ensure to save your changes. You may download, print, or share the report as required to submit it appropriately.

Start filling out your expense report online today for a smoother reimbursement process.