Personal Expenses
Create an Expense Report for Personal Expenses
Create an expense report to be reimbursed by the Controller's Office for RISD related purchases made using a personal payment method.
1. Log in to your Workday account.
2. Click the Expenses app on the Home page in the top right corner and
select the action Create Expense Report at the top of the menu of
available options.
3. Select the Create New Expense Report option.
Create Expense Report
4. Type the following in the Memo field (title of the Expense Report):
"personal expenses - (reason why) sending reimbursement check to the
Controller's Office."
5. Select the transactions that are personal and enter them
as you would typically - the only (and most important) difference being that you check the Personal box in each
Expense Line.
6. You can double check your work by reviewing the header
at the top right side of the page. The personal expense
total that is owed back to RISO should appear under the
Personal header and a negative balance of the same
amount should appear under the Reimbursement
header
7. Click Submit.
8. Mail (2 College Street, Providence, RI 02903) or drop off a
check to the Controller's Office made out to RISO with
"personal expense" and the p-card transaction number
(PC-XXXXXX) or expense report number (EXP
XXXXXXX) written in the memo field.
9. Email Procurement (epro@risd.edu) with notification
(cardholder name, expense number, check amount) when
the check is on its way.