Carnegie Mellon University

Non-Employee Expense Report Preparer/Approver FAQs

In the far right corner of the Payee section, select the button “Click Here to Attach/View Receipts” to view the attached receipts. If the receipts were emailed or mailed to the Preparer, click on the same button and attach the receipts on behalf of the payee.

Yes, as long as the Approver has not already approved the expense report. Once the expense report has been approved, you will need to contact Accounts Payable to make corrections. If the expense report has not been entered into Oracle, the Accounts Payable staff will be able to address your requested change. If it has been entered into Oracle, you will need to complete an Accounts Payable Redistribution Form [.pdf]

Yes, the Preparer or Approver can cancel an expense report prior to the expense report approval by clicking the Cancel button on the form. Once the expense report is approved, Accounts Payable can delete the expense report as long as the expense report has not been paid.

No, a computer must be used to complete the form at this time. 

Yes, the form will time out after 20 minutes of inactivity and any progress will not be saved.

Yes, 3 pages are provided for expense lines.

The Preparer should contact the Payee to confirm the ‘Action Required’ email has been received. 

You can reference the emails you have received throughout the submission process. If you are still unsure, contact the Financial Systems Help Desk at er-help@andrew.cmu.edu.

Contact Financial Systems Help Desk at er-help@andrew.cmu.edu.

The Preparer receives an ‘Action Required’ email.

The Preparer will receive an ‘FYI’ email.

Tax or Accounts Payable will contact the Preparer in order to be provided with the necessary documentation/information ultimately delaying the reimbursement process.

Contact Accounts Payable at ap-help@andrew.cmu.edu