fmp - reimbursements
TRANSCRIPT
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Reimbursement
Find "Purchase Requisition" from "FileMaker Server" in Sharing.
0-1. Find the file
0-2. Enter password
0-3. Choose Reimbursement
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The example entry shows
how to create reimbursement
for this receipt.
Buying toner for printers.
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Step 1. Choose category
1-1. Choose Master category
1-2. Choose Sub category
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Step 3. Give information to budget holders
To make decisions, budget holders need to have detailed information about your purchase.
3-1. Attach receipt
PDF file can be attached. If you have receipt saved as PDF, just attach it.
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3-2. Choose currecy
3-3. Type the detail
If your recipt lack detailed information, just type in the detail in this blank space.
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Step 4. Check data before submitting
Ensure that your details are correct before submitting.
4-1. Check the data
If your request exceed the remaining budget, you cannot submit. Check and see if it is OK.
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Step 5. Submitting
You are ready to submit your request.
What happens when you submit your request?
1) PDF data will be created on your desktop.
2) Notice mail will be sent to you and budget
holder(s).
Please wait for approval from the budget holders
THIS IS NOT THE END OF THE WHOLE PROCEDURE.
You still have something to do.
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Step 6. Check the status
6-1. Check the status of your request
Don't leave the data unchecked.
If your request is staying in this "In Process" status for some time, remind the budget holder to take action.
Step 8. Submit to business office
8-1. Print your reimbursement request
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:A9C7 2K+9()2
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8-2. Attcah receipt(s) and submit
Bring this reimbursement request and receipt (or any other supporting documents) to business office.
DO NOT
i) Just bring receipts not attached to reimbursement request
ii) Print & bring before approval
< End of procedure >
You will receive noticing mail from business office when you get paid back.