Have you been waiting for an Expense Reimbursement Checklist to assist with Claims?
The much-anticipated Expense Reimbursement Checklist template is now available on the FAST Team website. We would like to thank the end user group who assisted with their feedback and ideas to make this into a multi-purpose, editable checklist.
The overall goal of the checklist is to provide information needed by University employees, students and visitors prior to travel to streamline the process when submitting expense claims related to UofT business activity, and increase compliance with relevant policy.
The checklist may:
- be a starting point for departments, who would like to customize it to meet specific reimbursement needs using MS Word
- assist travellers on U of T business as a guide to what expenses are eligible and the receipt requirements for reimbursable items
- act as a quick reference for Business Officers on policies related to reimbursements
Page one of this two-page checklist highlights required original receipts and supporting documentation for common reimbursement categories, such as airfare, accommodations, meals and conference registration. The second page summarizes the relevant policy from the University’s Guide to Financial Management (GTFM) policy.
You can find the checklist template at: