Difference between revisions of "Getting Reimbursed"

From Stanford SSI Wiki
Jump to navigation Jump to search
Line 4: Line 4:
 
= Step 1: Keep you receipt! =
 
= Step 1: Keep you receipt! =
  
The importance of this cannot be overstated. Without a receipt, it's very difficult to reimburse. If you're buying things at home, save your receipt and try to submit it as soon as you can; if you're traveling with SSI, take a picture of your receipt so you don't forget it. And when you get it, check two things:
+
The importance of this cannot be overstated. Without a receipt, it's very difficult to reimburse. If you're buying things at home, save your receipt and try to submit it as soon as you can; if you're traveling with SSI, take a picture of your receipt in case you forget it or accidentally lose it. And when you get your receipt, check two things:
- Is it an invoice? If so, it's not great - you also need to attach a bank statement.  
+
- Is it an invoice? If so, it's not quite enough - you also need to attach a bank statement.  
 
- Is it itemized? Restaurants are especially notorious for this, but if a place doesn't list a breakdown of what you spent, it doesn't count. If you get one of these, go back and ask for an itemized one.  
 
- Is it itemized? Restaurants are especially notorious for this, but if a place doesn't list a breakdown of what you spent, it doesn't count. If you get one of these, go back and ask for an itemized one.  
  
Line 38: Line 38:
 
= Step 6: Track your process and make changes if necessary =
 
= Step 6: Track your process and make changes if necessary =
  
When you submit your reimbursement, slackbot will message you to let you know! After that, it's up to the financial officers to process it, and slackbot will update you as to the progress. If there's something wrong with your reimbursement, they'll also let you know!
+
When you submit your reimbursement, slackbot will message you to let you know! After that, it's up to the financial officers to process it, and slackbot will update you as they do so. If there's something wrong with your reimbursement, they'll also let you know!
  
  
Line 44: Line 44:
 
= Step 7: Pick up your reimbursement =  
 
= Step 7: Pick up your reimbursement =  
  
Within a few weeks, you should get an email from ASSU saying that a payment is available! You can go pick up your check from the ASSU office on the first floor of Old Union, across from the Ax and Palm.  
+
Within a few weeks, you should get an email from ASSU saying that a payment is available! You can go pick up your check from the ASSU office on the first floor of Old Union, behind the Axe and Palm (TAP).  
  
  

Revision as of 23:17, 26 July 2018

Congratulations! You have done a great service to SSI by spending your own hard-earned money on buying something we need. Thanks for that. The reimbursement system is absolutely key to our functionality as an organization - without it, it would take months of lead time to buy anything, and what we do would become almost impossible. Now, let's get your money back, as quickly as possible.


Step 1: Keep you receipt!

The importance of this cannot be overstated. Without a receipt, it's very difficult to reimburse. If you're buying things at home, save your receipt and try to submit it as soon as you can; if you're traveling with SSI, take a picture of your receipt in case you forget it or accidentally lose it. And when you get your receipt, check two things: - Is it an invoice? If so, it's not quite enough - you also need to attach a bank statement. - Is it itemized? Restaurants are especially notorious for this, but if a place doesn't list a breakdown of what you spent, it doesn't count. If you get one of these, go back and ask for an itemized one.


Step 2: Go to the SSI Internal Site

It's at https://internal.stanfordssi.org/. You can log on with your Stanford ID. If all goes well, you should see this page:


If not, go to #operations-website and complain.


Step 3: Click on the reimbursements tab

Once you're there, click on New Reimbursement


Step 4: Fill out the fields and submit!

Step 5: (Rockets Team Only) Fill Out an Expense Report

Some teams require


Step 6: Track your process and make changes if necessary

When you submit your reimbursement, slackbot will message you to let you know! After that, it's up to the financial officers to process it, and slackbot will update you as they do so. If there's something wrong with your reimbursement, they'll also let you know!


Step 7: Pick up your reimbursement

Within a few weeks, you should get an email from ASSU saying that a payment is available! You can go pick up your check from the ASSU office on the first floor of Old Union, behind the Axe and Palm (TAP).