Finalize and submit draft expense reports by July 17, 2020

Please finalize and submit any draft expense reports by July 17, 2020. Reports that remain in draft will be cancelled. Once expense reports are cancelled the credit card transactions will return to an active status, which can be viewed under “Unexpensed Credit Card Transactions - Yale” report and will be available for resubmission in a new expense report. Individual emails will be sent to cardholders and their delegates who have “draft reports” to be submitted.

Please note: If out of pocket expenses listed within the report they will no longer be available for processing.

Operations Managers, Lead Administrators, and Business Operations Leadership:

• Open Workday and type in “Find Expense Reports by Cost Center”
• Adjust the date range: Suggested beginning date should be “07/01/2017” this will ensure all reports are included within the search.
• Click “DRAFT” as the type of report you would like to view.
• Your results will be displayed.

Individuals with University Purchasing Cards:

• Open Workday and type in “My expense reports”
• Adjust the date range: Suggested beginning date should be “07/01/2018” to ensure all reports are included within the search.
• Click “DRAFT” as the type of report you would like to view.
• Your results will be displayed.
• Please edit the expense report as necessary and submit for approval.   

Procurement will continue to communicate throughout the month of June the requirement that all “Draft Reports” must be submitted and approved.