Travel Expense Report (TER) Help Sheets

TER Header Help Sheet

  • This tip sheet will show you how to complete the header portion of an expense report. This portion of
    the expense report will include general information about your travel and adding any necessary
    attachments.

Lodging Help Sheet

  • This tip sheet will show you how to enter a Lodging claim on an expense report.

Per Diem Help Sheet

  • This tip sheet will show you how to enter a Meal and Incidental Per Diem claim on an expense report.

Mileage Help Sheet

  • This tip sheet will show you how to enter a Mileage claim on an expense report

Vehicle Rental Help Sheet

  • This tip sheet will show you how to enter a vehicle rental claim on an expense report

General Expenses Help Sheet

  • This tip sheet will show you how to enter less common expenses on expense reports.
    Please use this guide for a detailed definition of each expense type.

Common TER Sendback Reasons

Attach a copy of the conference, meeting or event agenda. If none available please attach a copy of calendar. 

Attach a copy your receipt(s) to support your expense(s) including hotel folios and airfare e-invoices

Review the list of expense types prior to selecting the expense line. 

Include details of the trip and business purpose and where your trip began and where it ended.