MyExpense - Create and Submit an Expense Report

Considerations before starting an expense report

  1. Refer to Claiming Expenses for Reimbursement for links to important policy and timing considerations, and verify that MyExpense is the appropriate method for the reimbursement.
  2. Ask your Finance Manager which Department ID/Cost Center, SpeedType (funding), and Authorized Approver you should enter on the expense report.
  3. Gather and organize receipts and other documentation; refer to Claiming Expenses for Reimbursement and these FAQs for guidance on receipt requirements, etc. For foreign individuals, obtain a signed Certification of Academic Activity Form.
  4. Guest expense reports: When submitting an expense report for a Guest (non-employee), ask for an address where they would like the check mailed. On the expense report, remember to select the UCSF Guest Expense Policy from the Policy dropdown on the report header.
  5. Delegates: When submitting an expense report as a delegate for another employee, remember to turn on the acting as a delegate feature in MyExpense before starting the expense report; see instructions below. When finished, remember to stop acting as a delegate.

Create and Submit an Expense Report

Frequently Asked Questions

 

 

Last Updated: September 2022

 

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