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Created page with "Are you planning on spending money on something SSI-related? If so, you're in the right place! This page is a slightly more general and up-to-date version of "Getting Reimburs..."
Are you planning on spending money on something SSI-related? If so, you're in the right place! This page is a slightly more general and up-to-date version of "Getting Reimbursed" - that page still exists if you are looking for that specifically.
= Step 1: Make the purchase and keep the receipt =
We care about making SSI financially accessible, and that includes you never having to make a purchase you are unable to or uncomfortable making. Choose one of the two options based on what works best for you and your situation:
A) If you are comfortable fronting the money yourself and being reimbursed later, go ahead and make the purchase and keep the receipt. The importance of the receipt cannot be overstated - without a receipt, it's very difficult to reimburse. If you're buying things at home, save your receipt and try to submit it as soon as you can; if you're traveling with SSI, take a picture of your receipt in case you forget it or accidentally lose it. And when you get your receipt, check two things:
* Is it an invoice? If so, it's not quite enough - you also need to attach a bank statement.
* Is it itemized? Restaurants are especially notorious for this, but if a place doesn't list a breakdown of what you spent, it doesn't count. If you get one of these, go back and ask for an itemized one. If you can't get an itemized one, we can try to work something out.
B) If you are not comfortable fronting the money yourself, submit a request to the FOs to purchase it on the SSI credit card here: https://bit.ly/2OOdr4B
= Step 2: Go to the SSI Internal Site =
It's at https://internal.stanfordssi.org/. You can log on with your Stanford ID. If all goes well, you should see this page:
[[File:SSIInternalHome.JPG|thumb|right|alt=SSI Internal Site Start Page.|SSI Internal Site Start Page.]]
If not, go to #operations-website and complain.
= Step 3: Click on the reimbursements tab =
Once you're there, click on New Reimbursement
[[File:NewReimbursement.JPG|thumb|right|alt=New Reimbursement Button.|New Reimbursement Button.]]
= Step 4: Fill out the fields and submit! =
Most fields here are self-explanatory. Some notes:
* If you used an SSI credit card, make sure to box that field.
* If this expense was already handled somehow (this happens rarely), hit that field.
* "Delivery Method" refers to if you want to pick the reimbursement up at Old Union or have it mailed to you. Generally pickup at Old Union is easier.
* If you're confused by a field or unsure what to put, please contact @Anna Clark or @Sophia Jones.
*For the receipt images remember to include these 2 things if this is a reimbursement/not on SSI’s credit card: 1) Proof of purchase. Not just a screenshot of how much the item costs, you need to prove it got charged to your credit card. 2) Itemized receipt. If you’ve bought more than 1 thing, the receipt needs to list all those things and their individual costs.
[[File:ReimbursementFields.JPG|thumb|right|alt=Fields to fill out to get reimbursed.|Fields to fill out to get reimbursed.]]
= Step 5: Fill Out an Expense Report =
Most teams require that you make a detailed listing of the expenses you dealt with. They'll have a budget document in the Google drive where you can list what money you spent. Contact your coleads and they'll send you the link.
= Potential Next Steps =
When you submit your reimbursement, slackbot will message you to let you know! After that, it's up to the financial officers to process it, and slackbot will update you as they do so. If there's something wrong with your reimbursement, they'll also let you know! If you get a message saying your reimbursement was rejected, don't despair. There are plenty of ways to fix it and resubmit it--check the message from either the FOs, team co-leads, or SSE (Stanford Student Enterprises, the people who make the final call on the validity of a reimbursement) and make the necessary changes. If you're unsure what the message means or want clarification, contact either @Sophia Jones or @Anna Clark. Within a few weeks, you should get an email from ASSU saying that a payment is available! When we are in-person, you can pick up your check from the ASSU office on the first floor of Old Union, behind the Axe and Palm (TAP).
[[Category:Operations]]
= Step 1: Make the purchase and keep the receipt =
We care about making SSI financially accessible, and that includes you never having to make a purchase you are unable to or uncomfortable making. Choose one of the two options based on what works best for you and your situation:
A) If you are comfortable fronting the money yourself and being reimbursed later, go ahead and make the purchase and keep the receipt. The importance of the receipt cannot be overstated - without a receipt, it's very difficult to reimburse. If you're buying things at home, save your receipt and try to submit it as soon as you can; if you're traveling with SSI, take a picture of your receipt in case you forget it or accidentally lose it. And when you get your receipt, check two things:
* Is it an invoice? If so, it's not quite enough - you also need to attach a bank statement.
* Is it itemized? Restaurants are especially notorious for this, but if a place doesn't list a breakdown of what you spent, it doesn't count. If you get one of these, go back and ask for an itemized one. If you can't get an itemized one, we can try to work something out.
B) If you are not comfortable fronting the money yourself, submit a request to the FOs to purchase it on the SSI credit card here: https://bit.ly/2OOdr4B
= Step 2: Go to the SSI Internal Site =
It's at https://internal.stanfordssi.org/. You can log on with your Stanford ID. If all goes well, you should see this page:
[[File:SSIInternalHome.JPG|thumb|right|alt=SSI Internal Site Start Page.|SSI Internal Site Start Page.]]
If not, go to #operations-website and complain.
= Step 3: Click on the reimbursements tab =
Once you're there, click on New Reimbursement
[[File:NewReimbursement.JPG|thumb|right|alt=New Reimbursement Button.|New Reimbursement Button.]]
= Step 4: Fill out the fields and submit! =
Most fields here are self-explanatory. Some notes:
* If you used an SSI credit card, make sure to box that field.
* If this expense was already handled somehow (this happens rarely), hit that field.
* "Delivery Method" refers to if you want to pick the reimbursement up at Old Union or have it mailed to you. Generally pickup at Old Union is easier.
* If you're confused by a field or unsure what to put, please contact @Anna Clark or @Sophia Jones.
*For the receipt images remember to include these 2 things if this is a reimbursement/not on SSI’s credit card: 1) Proof of purchase. Not just a screenshot of how much the item costs, you need to prove it got charged to your credit card. 2) Itemized receipt. If you’ve bought more than 1 thing, the receipt needs to list all those things and their individual costs.
[[File:ReimbursementFields.JPG|thumb|right|alt=Fields to fill out to get reimbursed.|Fields to fill out to get reimbursed.]]
= Step 5: Fill Out an Expense Report =
Most teams require that you make a detailed listing of the expenses you dealt with. They'll have a budget document in the Google drive where you can list what money you spent. Contact your coleads and they'll send you the link.
= Potential Next Steps =
When you submit your reimbursement, slackbot will message you to let you know! After that, it's up to the financial officers to process it, and slackbot will update you as they do so. If there's something wrong with your reimbursement, they'll also let you know! If you get a message saying your reimbursement was rejected, don't despair. There are plenty of ways to fix it and resubmit it--check the message from either the FOs, team co-leads, or SSE (Stanford Student Enterprises, the people who make the final call on the validity of a reimbursement) and make the necessary changes. If you're unsure what the message means or want clarification, contact either @Sophia Jones or @Anna Clark. Within a few weeks, you should get an email from ASSU saying that a payment is available! When we are in-person, you can pick up your check from the ASSU office on the first floor of Old Union, behind the Axe and Palm (TAP).
[[Category:Operations]]