Reimbursements

Please keep all receipts for any expense you'd like reimbursed. Itemized receipts are usually required, and a reimbursement can't be finalized without the appropriate documentation.

Reimbursements are submitted through Workday. Before yours can be processed, you'll need to add Liz (Elizabeth Wallack) as your delegate for the Create Expense Report process:

  1. Open Workday and search for "Manage Delegations".
  2. In the delegation setup, add Elizabeth Wallack as your delegate.
  3. Under the business processes she can start on your behalf, select Create Expense Report.

Once Liz has been added as your delegate, email her at elizabeth.wallack@yale.edu with:

  • The business purpose for the reimbursement
  • The COA obtained from Dan
  • Copies of all relevant receipts

If the reimbursement is for a conference poster or abstract, please also include:

  • The talk or poster title
  • The conference location
  • The conference dates
  • The relevant credit card statement

Finally, after Liz creates the expense report in Workday, you'll need to review and approve it there so the reimbursement can be submitted and finalized.