User Guide

TODO: Add working links when active.

Staff

Submitting a Request

To submit a request, visit the Purchase Request Reimbursement Form.

1. Fill out the Employee ID field. Your first and last name should have been populated, but double check their accuracy.
2. Add any items for which reimbursement is being requested (one item per line) and enter the total cost of those items.
3. Select the purchase date and attach a PDF of the receipt that includes the listed items.
4. Select the date approval was received and attach a PDF that verifies this written approval.

(Optional Steps)

5. Add the Supplier's name, phone number, and email if possible.
6. Write any additional comments that might be needed by admin staff to better understand the request.

When the form is completed, press Submit. You should see a Success message at the top of the form. If not, it's possible your request was not submitted successfully. Any fields with outstanding issues should be highlighted in red.

Viewing Your Requests

To view requests you have submitted, visit the Purchase Reimbursement Records.

You should be able to see any requests made under your IDIR account, along with their current status. Select one of these requests to see the additional details you included in the request.

Admin

Leadership