{"id":8588,"date":"2024-10-24T14:58:50","date_gmt":"2024-10-24T18:58:50","guid":{"rendered":"https:\/\/carleton.ca\/facts\/?page_id=8588"},"modified":"2025-06-27T10:13:29","modified_gmt":"2025-06-27T14:13:29","slug":"common-reasons-for-returned-claims","status":"publish","type":"page","link":"https:\/\/carleton.ca\/facts\/common-reasons-for-returned-claims\/","title":{"rendered":"Avoiding the common reasons for returned report and request claims"},"content":{"rendered":"<p>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.<\/p>\n<p>Follow university policies and guidelines and remember the following to avoid common reasons for returned reports &#8230;<\/p>\n<ul>\n<li>These policies are listed alphabetically on the University Secretariat webpage:\n<ul>\n<li><a href=\"https:\/\/carleton.ca\/secretariat\/policies\/\">Travel and Related Expenses<\/a>: Sets out the policy and procedures to be followed when traveling on behalf of the university.<\/li>\n<li><a href=\"https:\/\/carleton.ca\/secretariat\/policies\/\">Hospitality and Working Meal Expenses<\/a>:\u00a0 Policy and procedures surrounding the expenditures of university funds on hospitality, entertainment and working meals.<\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/carleton.ca\/facts\/2024\/when-starting-a-claim-in-sap-concur-should-i-choose-start-a-request-or-start-a-report\/\">Choose the correct claim type (i.e. Request vs. Report) when beginning a claim in SAP Concur.<\/a><\/li>\n<li>Attach legible, digital copies of all required documentation to support your claim (e.g. itemized receipt, conference program).<\/li>\n<li>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 <strong>is not<\/strong> an itemized receipt.<\/li>\n<li>Choose the correct <a href=\"https:\/\/carleton.ca\/facts\/glossary\/f\/fund\/\">Index\/Fund<\/a> to charge expenses to (e.g. <a href=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/ExpenseReport.pdf\">step 2 of the &#8216;Submitting an expense report when you do not already have an outstanding cash advance request&#8217; how-to sheet<\/a>)<\/li>\n<\/ul>\n<p><a href=\"https:\/\/carleton.ca\/facts\/travel\/\">Detailed instructions are available!<\/a><\/p>\n<p><\/p>\n<p><\/p>\n<p><\/p>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","_mi_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":"","_links_to":"","_links_to_target":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Avoiding the common reasons for returned report and request claims - Financial Administration Community Training &amp; 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