changing travel descriptors

Author: kaleyjoss

docs/Admin/reimbursement.md

@@ -2,35 +2,40 @@
 title: Reimbursements (Non-travel)
 parent: Rutgers Admin
 nav_enabled: true 
+nav_order: 2
 ---
 
 # Submitting Travel Reimbursements in Concur
----
-**Table of Contents**
-1. TOC
-{:toc}
----
-Date: April 28, 2025 1:12 PM
 
+First:
 🚨 Make sure you have your personal cards set up in Concur (if not, follow this tutorial: [Adding Your Card to Concur](https://holmeslab.github.io/holmeslab/docs/Admin/add-card-to-concur))
+- You need the card on the receipt/credit card statement to be the same card as one that exists in your account
+- This card / bank account will be where the money is reimbursed to 
 
 
-## 1. Fill in 
+## 1.Create Report
 1. Create report  
 ![start_report.png](concur/start_report.png)
 2. Select "Rutgers Non-Travel Expense Report"
 ![report_type.png](concur/report_type.png)
 3. Enter in information, including a comment of all relevant information (for example, whether it was for a study, how it was related to work, etc)
-### 4. Fill in purchasing codes (use study codes if it was for a study, otherwise ask RA): [Purchasing codes folder at this link](https://rutgers.box.com/s/8ly56weil3wey89dd6n6hw3eoaid06x9) 
+### 2. Fill in purchasing codes (use study codes if it was for a study, otherwise ask RA): [Purchasing codes folder at this link](https://rutgers.box.com/s/8ly56weil3wey89dd6n6hw3eoaid06x9) 
 (Password to this file is the Holmes Lab general password, ask RA if you don't know it)
 ![codes](concur/codes.png)
 5. Add all expenses
 ![add](concur/add.png)
 
-#### Documentation & Receipt
-- A final original receipt/proof of payment must be provided for each expense
-- The supporting documents must indicate the date, individual’s name, amount paid, payment method, and last 4-digits of credit card (if paid by card)
-- If a receipt does not include all required information, a credit card statement must also be provided as proof of payment (unrelated information may be redacted)
-- For lodging, the hotel folio (received upon checkout) with itemized charges and $0 balance must be provided
+### 3. Add Documentation & Receipt
+- A final original receipt/proof of payment must be provided for each expense.
+**Receipt must include**:
+- Date
+- Individual’s (your) name
+- Amount paid
+- Payment method
+- Last 4-digits of credit card (if paid by card)
+*The last 4-digits of the card should match one that is one of the cards listed in your concur account. If you don't have your cards there, follow this tutorial: [Adding Your Card to Concur](https://holmeslab.github.io/holmeslab/docs/Admin/add-card-to-concur)
+
+**Receipt Issues**
+- *If a receipt does not include all required information, a credit/debit card statement must also be provided as proof of payment (unrelated information may be redacted)*
 - A [Lost Receipt Certification Form](https://procurementservices.rutgers.edu/travel_policies_and_forms) must be completed for any missing receipts
 - If a receipt indicates another individual’s name, the employee requesting reimbursement must obtain a memo from the person named on the receipt authorizing reimbursement to the employee

docs/Travel/index.md

@@ -13,8 +13,8 @@ Updated: Jul 7, 2025 4:21 PM
 ---
 
 ## TIMELINE:
-> ***4+ Weeks before registration deadline, >2 months before travel:*** contact RA to do conference registration payment  
-***24hrs before booking, >2 weeks before travel*:** [Create pre-travel request](https://holmeslab.github.io/holmeslab/docs/Travel/pre-travel/)  
+> If conference: ***>2 months before travel, 4+ Weeks before conference registration deadline:*** contact RA to do conference registration payment  
+*** >2 weeks before travel, 24hrs before booking*:** [Create pre-travel request](https://holmeslab.github.io/holmeslab/docs/Travel/pre-travel/)  
 [***Book travel***](https://holmeslab.github.io/holmeslab/docs/Travel/concur-tutorials/)  
 ***Return from travel***  
 ***Within 60 days from last travel day:*** Submit Expense Report