Reimbursements in Medical Science
Explore the workflow and steps involved in reimbursement requests for Einstein students and staff in the field of medical science. Learn how to check the status of your reimbursement effectively.
Download Presentation
Please find below an Image/Link to download the presentation.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author. If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.
You are allowed to download the files provided on this website for personal or commercial use, subject to the condition that they are used lawfully. All files are the property of their respective owners.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author.
E N D
Presentation Transcript
Science at the heart of medicine REIMBURSEMENTS A Better Understanding
REIMBURSEMENT REQUEST FORM The Reimbursement Request Form can be found in the SciQuest Homepage under Showcased Forms This form should only be used for Einstein students/staff/faculty: Reimbursement Request Form | 2 Science at the heart of medicine 3/19/2025
WORKFLOW STEPS Submission Travel Manager Approval Banner Budget Authorization If AP Buyer Review requisition is under 5K Review Banner Budget Authorization 1 Department approval If requisition is over 5K PO Creation Department Finance | 3 Science at the heart of medicine 3/19/2025
WORKFLOW DEFINITION Submission Department s authorized requestor fills out a Reimbursement Request form in SciQuest. Banner Budget Authorization 1 The system automatically checks Banner for Budget approval. Department Approval Department s designated approver must approve requisition in order for it to continue workflow. > If the requisition is over 5K, it is routed to the Department Finance for review and approval. Once it is approved, it continues on to Buyer Review. > If the requisition is under 5K, it is routed straight to Buyer Review. Buyer Review Purchasing Dept. reviews requisition. AP Review Accounts Payable Dept. reviews all supporting documents attached to the reimbursement. If incomplete in any way, Accounts Payable will return the requisition for changes and/or corrections or reject. Travel Manager Approval Travel Manager reviews and completes requisition accordingly. Banner Budget Authorization 2 Second Banner Budget action for PO creation. | 4 Science at the heart of medicine 3/19/2025
Requisition Tab Definitions Requisition Tab Details all the information that was submitted by the department. PR Approvals Tab Gives you workflow status from start to finish. Comments Tab Communication and information within departments. Attachments Tab Information included to support reimbursement. History Tab Provides you with detailed step by step information on workflow. | 5 Science at the heart of medicine 3/19/2025
HOW TO CHECK ON THE STATUS OF YOUR REIMBURSEMENT Enter Requisition # in the search box in SciQuest > Open Requisition Scroll down to view PO # (P05xxxxx) Click on PO # Click on Invoices Tab View Payment Status If a PO hasn t generated, please click on the PR Approvals Tab to view workflow status. | 6 Science at the heart of medicine 3/19/2025
Enter Requisition # | 7 Science at the heart of medicine 3/19/2025
Click on PO # | 8 Science at the heart of medicine 3/19/2025
Click on Invoices tab to view Payment Status/Information | 9 Science at the heart of medicine 3/19/2025
A PO # is generated See slide 11 for Payment Status definition An invoice # is generated. Click on the C# for payment information | 10 Science at the heart of medicine 3/19/2025
Payment Statuses and Definitions In Process Status Invoice may have an error. Please contact our Travel & Expense Specialist in AP via e-mail. Payable Status - Invoice is scheduled to be paid, see Due Date. History tab should state Successfully sent to ERP . Paid Status Payment has been made. Click on C# to view payment information Check # & Check Date. | 11 Science at the heart of medicine 3/19/2025
Payment information | 12 Science at the heart of medicine 3/19/2025
