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| Process | Workday | Before Workday |
|---|---|---|
| Expense Report for reimbursement to employees | Expense reports are submitted so that you are reimbursed for institution related costs, such as airfare or hotel expenses. | 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. (2) Delegate will switch accounts and create 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 just an estimate of the travel costs including airfare, hotel, parking, tolls, etc. After you return from your travel, you will Create Expense Report. 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 (JPM Expense Visa) | You will chard only qualifying expenses to your expense card. Submit an expense report. Your Lynn expense card transactions will be imported into Workday for processing and approvals. You will see your transactions under the credit card tab. | One card. All transactions were processed and approved in JPM PaymentNet website. |
| Lynn card for procurement expenses (JPM Procurement Visa Card) | A new Lynn card will be assigned to your department exclusively for non travel or meal expenses. These transactions will follow the Verify Procurement Card Transactions process (See job aid under Role Specific Job Aids and Training, Procurement and Finance). | One card. All transactions were processed and approved in JPM PaymentNet website. |
| Supplier (vendor) invoices | If there are no POs for hte the expense, you must Create a Supplier Invoice Request | Expenditure Request Form |
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