If your claim lacks required documentation or does not adhere to policies and guidelines, Financial Services cannot verify it and must return it to you for correction. When you resubmit, your claim will go back to the end of the queue resulting in delayed reimbursement.

Follow university policies and guidelines and remember the following to avoid common reasons for returned reports …

  • These policies are listed alphabetically on the University Secretariat webpage:
  • Choose the correct claim type (i.e. Request vs. Report) when beginning a claim in SAP Concur.
  • Attach legible, digital copies of all required documentation to support your claim (e.g. itemized receipt, conference program).
  • When attaching an itemized receipt as documentation for each expense line, make sure the receipt includes a detailed breakdown of purchase (i.e. description, quantities, taxes and any other charges). Remember! The slip from the credit card point of sale machine is not an itemized receipt.
  • Choose the correct Index/Fund to charge expenses to (link to how-to)

Detailed instructions are available!