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| Process | Workday | Before Workday |
|---|---|---|
| Expense Report for reimbursements to employees | Expense reports are submitted so that you are reimbursed for institution related costs, such as mileage, airfare or hotel expenses. Receipts are required. | Travel Expense Form Expenditure Request Form |
| Expense Report on behalf of supervisors, managers or other employees. | (1) Create a delegation naming the person who will submit the expense report on your behalf. | Travel Expense Form Expenditure Request Form |
| Spend Authorization | A spend authorization is a pre-approval of your travel and its related expenses that must be Spend authorization are an estimate of the travel costs including airfare, hotel, parking, tolls, etc. Use to request Cash Advances only. To document the actual expenses, you will create an expense report. | Expenditure Request Form Faculty travel authorizations Cash advances |
| Lynn card for Travel and Hospitality expenses "T-EXP" (brown card JPMC Expense Visa) | Qualifying T&E expenses may be charged to your new JPMC Travel expense card only. Your Lynn expense card transactions will be imported into Workday for processing and approvals. You will see your credit card transactions under the Expense icon when you Create Expense Report under the Credit Card Transactions header on the Create New Expense Report Form. Receipts and description(s) in the memo field are required. Submit the expense report. JPMC Travel Card expense reports are no pay as the University has already paid directly to JPMC. PaymentNet will no longer be used. | One card. All transactions were processed on a single VISA card and approved in JPM PaymentNet website. |
| Lynn card for procurement expenses "P-Card" (black JPMC Visa P-Card) | A JPMC VISA P-Card will be assigned to your department exclusively for Goods & Services. These transactions will be found under the Purchases icon. Go to the Verify Procurement Card Transactions Under Actions (See job aid under Role Specific Job Aids and Training, Procurement and Finance). Receipts and description(s) in the memo field are required. PaymentNet will no longer be used. | One card. All transactions were processed and approved in JPM PaymentNet website. |
| Supplier (vendor) invoices | If there is not a corresponding PO for the invoice you would like to submit for payment, you must use Create a Supplier Invoice Request. The invoice and details are required. | Expenditure Request Form |
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