A Quick Guide for Reimbursements

What you need to complete the Payment Request Form

1. Payment Request Voucher; sales tax costs are not eligible for reimbursement.
2. Purchase Requisition; required if a single purchase was pre-approved for more than $250.01.
3. Receipt or Invoice; must include the business name, the business address, and an itemized expense list.
4. Credit/Debit Card Statement; must include the cardholder’s full name, the last four digits of the card, and the charge.
5. Copy of Credit/Debit Card; must show the cardholder’s full name and the last four digits of the card number.
6. Signed Memo (if necessary)
7. Event Flyer

Additional Instructions

Cash Payment Requirement:

• If payment was made in cash, the invoice must clearly state that the bill has been paid in full

Receipt Requirements:

• Name and address of the business
• Date of the transaction
• Itemized list of items purchased
• Legible printed receipt (should not be handwritten)
• If payment was made in cash, the receipt must clearly state that

Physical card payments are required. The following payment methods are not allowed:

• Contactless payment, such as Apple Pay, Google Wallet, and Samsung Wallet
• Zelle, Cash App, Chime, Klarna, Affirm

Tax Exemption Information:

• Estimates and quotes should not include sales tax.
• A Tax Exemption Form can be requested from Student Life.