Page History
...
For all Reimbursements and ERBs, requests must be received within 60 days after the end of the month in which the expense is incurred. An expense is incurred when an item is purchased, or , in the case of pre-payment for travel, when the travel actually occurs, as long as both the payment date and travel date are listed on the receipt for documentation.
Reimbursements submitted in the third month (61-90 days after the end of the month in which the expenses were incurred) are considered late, and are eligible for recovery as an Expense Recovery Bonus (ERB), in which the total amount of the submission will be considered taxable wages.
Reimbursements submitted more than 90 days following the end of the month in which the expenses were incurred are not eligible for recovery. An exception request may be submitted for consideration for the expired reimbursement to be recovered as an ERB with tax implications.
Late submissions that require an exception request are not guaranteed to be approved and will be considered on a case-by-case basis. The late expense submission must include a valid reason for the late submission and supervisor approval.
...
Please reference the table below for the current submission timeframe.
| Month in which expense was incurred | January 2024 (and all previous months) | February 2024 | March 2024 | April 2024 | May 2024 |
|---|---|---|---|---|---|
| Status of submission | Submission is considered late. | Submission is considered late. | Submission is currently on-time. | Submission is currently on-time. | Submission is currently on-time. |
| Next steps for expense recovery | Expense recovery will be considered on a case-by-case basis with an exception request. Any approved late submissions will be paid as an ERB with tax implications. | Expenses are still eligible for recovery without an exception request. All submissions from February will be paid as an ERB with tax implications. | Non-taxable expenses are eligible for recovery as a reimbursement. March 2024 expenses submitted after 5/31/24 become an ERB with tax implications. | Non-taxable expenses are eligible for recovery as a reimbursement. April 2024 expenses submitted after 6/30/24 become an ERB with tax implications. | Non-taxable expenses are eligible for recovery as a reimbursement. May 2024 expenses submitted after 7/31/24 become an ERB with tax implications. |
Please review the table below for more details on the timing of receiving Reimbursement/bonus funds based on the submission date.
...
