The document provides step-by-step instructions for processing reimbursements and expense reports at the Advanced Light Source. It outlines 12 steps to complete the reimbursement request form, including entering personal and trip details, adding expenses, attaching receipts, selecting an approver, and submitting the form.

1. Processing Reimbursements
and
Expense Reports
Advanced Light Source
1

2. Enter Name or ID #
Select Action
Select Date
Enter Name of Event
Select Business Location
Click Go
2

3. Click Yes
3

4. Select appropriate from drop down
Enter the
appropriate
information Click Next
4

5. Enter Project ID & Activity Code
Enter city/state in two
places
Check “Use Actual Lodging” or “Use Actual M&IE” if needed
Enter amount - Divide travel amount by amount of days
Click Next
2
Ÿ1
3
5

6. If it is not a workshop, meeting or seminar you will NOT see this screen
6

7. Click OK to add airfare expense or other expenses or just update totals
Check to see If you have the correct PID
Click Save & Attach Receipts add airfare expenses or just update totals
1
2
3
7

8. Click & Attach a receipt to show proof
of flight – payment must show last #’s
of visa/mc
Click, After attaching 8

9. Click Save & Select Approver 9

10. Click Jerry Kekos
OR the appropriate
approver
Click OK
10

11. Make sure everything is correct, you can
add Trip Comments, if needed.
11

12. Click
Submit for Certificate 12