9/22/2023 0 Comments A picture of a receipt![]() Receipts Attached Box: This box, found when reviewing your statement, is to help you keep track of which receipts you have and are imaging and which transactions you have reviewed for account number and description. Include those in your packet, and identify them as OOP with the transaction number from the OOP tab. Out of Pocket (OOP) Expenses: You may occasionally have receipts for out-of-pocket expenses. Otherwise, print copies of these invoices. If you know how to combine multiple PDFs into one document, you can print them to PDF. Online invoices may include emailed invoices. Online invoices: These will need to be added to the receipt packet as well. If you plan to fax them, set them aside for now. ![]() See our scanning guide for best practices. If you plan to email receipts to Wells Fargo, scan them to your computer. See an example of numbering receipts here. Use the order that the transactions are in when you first enter CCER (they can be sorted based on amount, merchant, etc, which re-orders them). Number the receipts, matching the transaction number shown in the “Review Open Statements” section of CCER. Paper receipts: Tape receipts to sheets of paper, fitting two, or three, to a page. Combining and Sending the Cover Letter and Receipts.Remember that you need to print a new cover sheet each month that corresponds with that month's statement. Receipt Imaging is only available after the Statement Cycle closes on the last calendar day of each month. The receipts can then be viewed by the approver online along with the statement and are readily available to you as the cardholder. Cover letter and scanned receipt packets are emailed or faxed to Wells Fargo during the review period. Receipt Imaging attaches an electronic copy of receipts to a P-card statement. Tax Implications - Student Study, Research, & Travel Awards.Tax Implications - Faculty Enrichment & Research Grants.Tax Implications for Student & Faculty Award Recipients.Budget Orientation & Training Documents.Fiscal Responsibilities & Accessing Financial Tools.Furniture Sourcing, Shredding Services & Toner Recycling.Reimbursement & Credit Card Documentation Policy.UEC Expense & Reimbursement Information. ![]() ![]()
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