Instructions for completing a Spend Authorization and Travel Expense Report:
A Spend Authorization should be completed in Workday prior to all university business travel. It becomes an official record of the business nature of your trip for IRS purposes.
Expense Report: An employee submits an Expense Report in Workday to document the actual costs incurred for a trip or non-travel business expenses. When you are completing the report, enter the reference number assigned to the Spend Authorization that was approved for the trip’s costs. You do not need to reference a Spend Authorization if the expense report is for non-travel expenses. should be completed within thirty days of the completion of your trip.
To comply with Furman’s policy, expenses incurred during your trip must be reconciled in Workday within 30 days of the completion of the trip. Some departments do have more stringent requirements.
NOTE: All original receipts for charges made to the university credit cards must be attached to the monthly credit card reconciliation.