Reimbursement Guidance
Training Materials
- Training Presentation 9-22-26 (Video)
- Training Presentation 9-22-26 (PPT)
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- Employee Reimbursements (slides 3-5)
- Non-Employee Reimbursements (slides 6-17)
- Prospective Employee (Candidate) Reimbursements (slides 18-26)
- Student Reimbursements (slides 27-36)
- Submitting Reimbursement and Invoices in Team Dynamix (TDX) Noted on PPT slides 38-40
- Reimbursement Decision Chart
- Payee Certification (PC) Form Example
- 'How To' Use PC Template in DocuSign Noted on PPT slide 51
- Glacier Process Noted on PPT slides 15-16
- Payment Works Noted on PPT slides 41-46
- 'How To' Use Filelocker Noted on PPT slide 48
- 'How To' Use DocuSign Noted on PPT slide 49
Document Links
- Employee Personal Reimbursement Form
- Payee Certification Form
- Form 17c
- Electronic Funds Transfer Authorization (ACH) Form
- Missing Receipt Form
- Reimbursement Log
General Ledger (GL) Codes
Personal Payments
- Types of Personal Payments - Central Link
- Types of Personal Payments Description
Student Payments
**IMPORTANT** Any NON-TRAVEL monies going to a student, not connected to student employment, needs to be reported to DFA and should follow DFA's standard scholarship awarding process.