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https://policy.psu.edu/policies/tr02

Required Information/Documentation:

1. Receipt(s) for purchase which match the account being reconciled
2. Account(s) to charge (Cost Center or Internal Order number). Contact ems-fpac@psu.edu if you need help finding account number(s)
3. Justification/Purpose of Purchase for charging the account(s)

Process:

1. Go to ServiceNow page at https://fandb.psu.edu/financial-shared-services
2. Click "Reimburse/Reconcile Travel or Goods & Services" icon.  Click Login button in upper right part of web page if necessary.
3. Click “Create a ServiceNow Request” link next to the yellow star
   Items with a red asterisk * are required
4. Requested for: This auto-populates for the person entering the form. If initiating for someone else, change to their information using their PSU ID

5. Request type: Choose option applicable to this report (Employee - Non-Travel (G&S), Employee Travel, Non-Employee Travel)

   Employee - Non-Travel (G&S)

   1. Click link to download Purchasing Card Support Form
   2. Complete requested information including Vendor, Detailed Description of Item, Detailed Purpose/Business Justification and Cost Center(s) and/or Internal Order(s) to be charged
   3. Click “Upload” and submit completed support form – must include attachment here

   Employee Travel

   1. Choose from Travel Type dropdown list – select either Within Continental US (CONUS) or Outside Continental US (OCONUS)
   2. Click link to download the Travel Reimbursement Checklist that populates
   3. Complete requested information including Description of Travel/Business Justification, Itinerary, and what expenses are being claimed
   4. Click “Upload” and submit completed support form – must include attachment here

   Non-Employee Travel

   1. Choose from Travel Type dropdown list – select either Within Continental US (CONUS) or Outside Continental US (OCONUS)
   2. Click link to download the Non-Employee Travel Reimbursement Checklist that populates
   3. Complete requested information including Description of Travel/Business Justification, Itinerary, and what expenses are being claimed
   4. Click “Upload” and submit completed support form – must include attachment here
6. Add attachments: Upload required receipts and any other supporting documentation needed to process report. Examples of supporting documentation include but are not limited to: TSN Email Notification (for OCONUS Travel), Non-Employee Information form (for non-US Citizens on Non-Employee Travel reports), I94 Stamp (for certain Non-Employee Travel reports), conference/meeting agenda, airfare comparisons, etc.
7. Click "Order Now" at top right of page

Report will then be processed by the Hub and route through the approval process. You will receive email notifications of status changes, including a notification of final approval/processing.

Version Updated: 7/23/2026