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A TER is a report that should be filled by a UW employee, student, or trainee (pre/post doctoral) who would like to be reimbursed for any UW business travel expenses incurred and paid. Receipts, itineraries, and credit card charges are typically required for any reimbursements, except for meals within the limits and up to $25 per taxi ride. For conferences, claimants must present copies of the brochure and any other documents stating their participation and scope of activities. A copy of the form and a brief tutorial may be found in http://www.bussvc.wisc.edu/acct/forms.html.
These are the instructions for every claimant:
- Download the TER form from http: //www.bussvc.wisc.edu/acct/forms/ter_06.xls.
- Fill the form with your demographics.
- If you are on UW payroll, only include the last four digits of your Social Security number.
- Invoice Number will be TERddmmyr (e.g. TER010107)
- Contact Person and Telephone Number will be filled by the person revising it at Psych administrative offices.
- Fill in all your travel details. Describe the expenses chronologically starting with the registration fee, followed by the roundtrip airfare, and the lodging and meals per day. Here’s a good link that can help you determine the UW system rules: http://www.bussvc.wisc.edu/acct/travel/welcome.html
- Enter the Travel Expense Amount and:
- Account: 2130 –out of state/ 2115 –in state/ 2127 –foreign/ 2162 –Trainees, Fellows
- Fund: first three digits of your project (e.g., 144, 135, or 133)
- Org: 487400
- Prog: 4 research/ 2 instruction (trainees, fellows)
- Class: leave blank
- Budget Year: 8 (until June 30, 2008)
- Project: Project number (e.g., 144-PQ90)
- Fill in the purpose of the trip in the Explanations/ Justifications box.
- Print the form and send it electronically to reimb@psych.wisc.edu
- Place the printed form along with all the receipts in the travel mailbox on the 2nd floor of Brogden Hall.
- After a complete review and necessary corrections you will receive some color copies that must be signed by you and your supervisor.
After the forms are routed through the College of Letters and Sciences and UW Accounting, a check will be mailed to the address provided. These steps may take from 6-8 weeks.
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