Employee/Student Reimbursement Voucher
Introduction
There are various ways (or pathways) to request and purchase products and services for your department. We call them procurement pathways. This procurement pathway, employee/student reimbursement voucher, is intended as a way to quickly and easily reimburse SJSU employees and students for specific products and services.
Employee/student reimbursement vouchers are used to reimburse employees and students for university related goods and services. Personal reimbursements cannot exceed $1,000.
Please read the inquiry below to determine if this pathway best fits your individual needs for your specific circumstances. If your order qualifies for this pathway, follow the instructions provided.
Inquiry
- Are you trying to pay or reimburse an SJSU employee or student?
- YES: Please continue.
- NO: Sorry, you may not use this Path. Review the Pathways Summary to determine which one best fits your needs.
- Is the product or service you wish to purchase listed on the Reimbursement Checklist ?
- YES: Please continue.
- NO: Sorry, you may not use this Path. Review the Pathways Summary to determine which one best fits your needs.
- If this is a personal reimbursement, does your invoice and/or receipt(s) total less than $1,000?
- YES: Please continue.
- NO: Sorry, you may not be reimbursed if your request exceeds $1,000.
- If this request is for a personal reimbursement or department petty cash fund reimbursement, does your request meet all the criteria in the Personal Reimbursement Policy?
- YES: Please continue.
- NO: Sorry, you may not be reimbursed if your request conflicts with our Reimbursement Policy.
- Do you have a CMS user id and password?
- YES: Please continue.
- NO: Go to CMS to sign up for training. You will be given a user id and password after completing the first class.
- Have you completed the CMS Finance Web Component class?
- YES: Please follow the instructions below.
- NO: Go to CMS to sign up for training.
Instructions
- Gather required documentation:
- Invoice. (Vendor invoice or Generic Invoice.)
- Receipts. (If being reimbursed.)
- Enter an Employee/Student Reimbursement Voucher
 and obtain approval via the web.
- Print a copy of your Employee/Student Reimbursement Voucher and submit with all required documentation to Purchasing, Extended Zip Code 0047.
Reimbursement Checklist
Only the following products and services may be reimbursed via the Employee/Student Reimbursement Voucher process:
- Central finance check.
- Legal settlements.
- Payroll special check.
- Personal reimbursements. (Must meet all criteria in Personal Reimbursement Policy.)
- Petty cash department fund reimbursement.
- Proctors.
- University Police Department POST training.
Help
- If you have questions regarding the Employee/Student Reimbursement Voucher process, please contact Purchasing at 924-1568.
- If you have questions about how to enter an Employee/ Student Reimbursement Voucher, please contact the CMS Help Desk at 924-1530.
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