Hospitality Payment Instructions

Employee Reimbursement

1.  Complete a CSUDH Employee Reimbursement Form.
    1. Enter the date, employee name, employee ID number, email address, phone number, and mailing address.
    2. Enter the items or services for reimbursement and the cost of each item or service.
    3. Enter the requisition number if available.
    4. The employee must sign the form, and an authorized signer must sign the form.
    5. Enter the PeopleSoft chartfield values.
2.  Complete a CSUDH Hospitality Expense Form.
    1. Enter the Date
    2. Select the Employee Reimbursement Form radio button.
    3. Enter the date and the description of the event.
    4. Click the box corresponding to the correct participant type and attach a list of participants.
    5. Enter the Department name, Authorized signer name and title.
    6. The Authorized signer must sign the form.
    7. Print the form and circle the appropriate item(s) in the table.
3.  Attach all original receipts to 8 ½ x 11 paper and attach this to the Employee Reimbursement Form and the CSUDH Hospitality Expense Form.

Non Employee Service Invoice Instructions

1.  Complete a Purchasing Requisition form.
2.  Complete a Service Invoice.
    1. Enter Vendor Name, Date, Address, City, State, and Zip Code.
    2. Enter the Vendor’s Social security Number
    3. Describe the services provided by the vendor.
    4. Enter the date that the service was performed and the City and State where the services were performed.
    5. The vendor must sign the form.
    6. Enter the amount of the invoice.
    7. The Authorized signer must sign the form.
    8. Enter the Requisition number or, if known, the Purchase order number
    9. Enter the PeopleSoft chart string values.

3.  Complete a CSUDH Hospitality Expense Form.  See instructions above.

 

1301.00 – Hospitality, Payment or Reimbursement of Expenses