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1. Complete end user training.
   • Please contact the CMS Help Desk at 408-924-1530 to schedule a training session.
2. Check the list to confirm the item(s) you need are eligible for the Employee/Student Reimbursement Voucher process.
   • To review the list, see Employee/Student Reimbursement Checklist.
3. Gather the required information:
   • Receipts
   • Generic Invoice
   • Any other documentation
4. Enter the Employee/Student Reimbursement Voucher in the SJSU Financial Transaction Services.
   • For detailed instructions on entering an Employee/Student Reimbursement Voucher, visit MySJSU Finance Help for Department Finance Users. Note: Detailed user guides for Financial Transaction Services are temporarily unavailable. For assistance, please contact the CMS Help Desk at 408-924-1530.
   • Any Employee/Student Reimbursement support documentation should be uploaded in Financial Transaction Services when initially submitting the reimbursement request. For help uploading support documentation, please contact the CMS Help Desk at 408.924-1530.
5. Have your Approving Official electronically approve the Direct Payment Voucher.
   • Status will be approved.
   • The next day, status will be distributed.
6. Decide how you would like to receive payment.
   • EFT payments are made within 5 days. To sign up, complete an Employee Reimbursement Direct Deposit Authorization (pdf).
   • Checks are mailed within 10 days.