Overview: Getting Reimbursed

Learn how:  Requests for reimbursement of expenses are processed via Stanford's iOU Reimbursement System (See Petty Cash for information on requesting reimbursements of less than $100).

For:  Requestors, Approvers, and Payees


Initiate Reimbursement Request

Requestor


Within 10 days of incurring expense or completing travel:

Gather backup proof-of-payment documentation and receipts, and information required for entering the reimbursement request in iOU. See Resources: iOU Reimbursement Request Checklist.

Understand Guidelines for Writing a Clear Business Purpose

Enter Expense Report / Reimbursement Request in iOU (including clearing outstanding advances, if applicable)


Approve Reimbursement Request

Approver

Review, approve or return reimbursement request

Follow-up with originators regarding requests placed on hold (Reference Resources: iOU Reimbursement Request Checklist)


Travel & Reimbursement Processor

Review transaction for proper documentation and compliance with policy

Process approved transactions for payment or place on hold (Reference Resources: iOU Reimbursement Request Checklist)


Track / Receive Payment

Requestor

Review Transaction Status in iOU (respond to hold status if applicable)


Travel & Reimbursement Processor

Process payment


Payee

Receive payment

Note:  For information on when to expect your check, see Payment Handling Methods and Processing Times.

back to top