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How To:  Enter Expense Report / Reimbursement Request in iOU

Before You Start

Make sure you have access to iOU.

Gather required information and documentation in preparation for entering the expense report in iOU:

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  Step 1 – Log in to iOU Reimbursement

  Step 2 – Select a Reimbursement Category

  Step 3 – Enter Payee Information

  Step 4 – Enter Payment Handling Information

  Step 5 – Enter Expense Information

arrow  Step 6 – Complete Travel Card Charges

Travel Card Charge Screen

Travel Card Charge Lines Screen

  Step 7 – Complete Expense Lines

  Step 8 – Complete Advance Clearing

If the Payee of the request has an outstanding advance, at this point you will be prompted to clear one or more advances.

  Step 9 – Complete Approver Routing

  Step 10 – Review / Edit Transaction from Transaction Review

  Step 11 – Print Bar Code Confirmation

  Step 12 – Attach Backup Documents to Your iOU Reimbursement Request


What's Next?

  • Receipts and back up documents are electronically attached to iOU transactions using a standard fax machine.
  • The bar code sheet can be reprinted in the future to fax additional documents if necessary. To reprint the bar code page, click the "Reprint Barcode" button on the bottom section of the Transaction Review page.
  • Transactions requiring backup documents will not be routed to an approver until documents have been faxed in and electronically attached. If the backup documents are not received and the originator has indicated that backup documents will be attached, the iOU system will send an email within 24 hours indicating that documents have not been received.


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