Welcome to e-Reimbursement, a web-based system used to reimburse UW-La Crosse employees and non-employees for expenses incurred while traveling or conducting business for the University. All "paperwork" and approvals take place in e-Reimbursement through data entry, electronic attachments, and an automated workflow process.

5 requirements when submitting a travel e-Reimbursement that must be documented or noted:

1. BUSINESS PURPOSE – Include an agenda, schedule of events or itinerary that includes dates, location, event name, etc.

2. REGISTRATION – Include copy of registration receipt. If there is no registration fee, add a note by clicking on the Justification tile to provide an explanation.

3. TRANSPORATION – Airfare, vehicle rental, mileage, train, etc.

  • All airline reservations for University sponsored travel must be made though Fox World Travel, either within the online self-booking tool, Concur, or with a Fox World Travel agent.
  • Use of third party booking sites, such as Expedia, hotels.com, Airbnb, etc. are prohibited and will not be reimbursed.
  • Rental vehicles must be booked under the Big Ten Alliance Contract through Enterprise or National for authorized drivers age 18 and over. Authorized drivers 18-20 are restricted to domestic rentals only.
    • When Enterprise or National do not serve the location of travel or when vehicles are not available, Hertz, under the State of Wisconsin (WSCA) contract, may be used.
  • Rental vehicles are limited to compact/standard/intermediate vehicle classes.
  • A limited number of fleet vehicles are available for use through Facilities, Planning, & Management. For more information, please contact them at extension 8585.
  • If you rode with someone, please note the first and last name of the person by clicking on the Justification tile and adding the information.

4. LODGING – Hotel, camp site, etc. If you stayed with a friend, relative, or colleague, please add a note by clicking on the Justification tile to provide an explanation as to whom you stayed with.

  • Verify lodging maximum by utilizing the Lodging/Meal & Incidental Calculator on UWTravelWIse.
  • All non-conference lodging reservations, including local, are to be made through Concur.  Use of online brokers or search sites such as hotels.com, Airbnb, etc. are prohibited and will not be reimbursed by the University.
  • A conference or host site is defined as a lodging facility identified by the sponsor. A brochure, program, or registration information identifying the conference or host site must be included as an attachment within the e-Reimbursement report.

 5. MEALS – Per diem allowance includes all meals (not already provided/paid for by your conference) and incidental expenses defined as: fees & tips for service staff, transportation between lodging and places where meals are taken, laundry/dry cleaning and bottled water (for international travel needs). Receipts are not required for meal and incidental per diem reimbursements.

Travelers are individuals seeking reimbursement for travel and business-related expenses.  Travelers can enter their own expenses in e-Reimbursement, or can assign an alternate to enter expenses on their behalf.  Whether expenses are entered by the traveler or an alternate, travelers must submit their own expense reports for approval.

Note: The term "Traveler" is used in e-Reimbursement to describe the claimant. e-Reimbursements can be used for expense reimbursements other than travel.

Alternates are individuals assigned to employee or non-employee profiles to enter expenses in e-Reimbursement. Alternates working on behalf of non-employees can enter and submit reports for approval; however, employees must submit their own reports.

Note: Prior to entry of an e-Reimbursement, alternates must be assigned for the following:

Approvers serve as the first few levels of approval in the automated workflow after an expense report has been submitted. Approvers are included in the workflow based on the individual traveling, as well as the funding source of the travel expenses. Approvers are responsible for ensuring full compliance with University of Wisconsin policy. Approvers should review and approve the appropriateness of the expenses, accuracy of the accounting, and adequacy of the documentation provided in support of the request.

  • Level 1 - Supervisor Approval- direct supervisor of traveler
  • Level 2 - Department Approval - WISDM manager of the funding account unless delegated by signature authority
  • Level 3 - Grant Approvalgrant approval for 133, 144, 233 funding sources

Resources for Approvers

e-Reimbursement Training for SFS 9.2 Upgrade

e-Reimbursement Training for SFS 9.2 Upgrade

e-Reimbursement Requests, Travel Authorizations, and Cash Advances are entered using the Shared Financial System, SFS, which is the financial database for the University of Wisconsin System.

The upgrade will bring more efficient navigation and the look of ‘tiles’ similar to HR’s MyUW platform. Business Services will offer two types of training sessions through October. We are offering large group training sessions in the Student Union to teach you how to navigate the new system. We will walk through e-Reimbursement entry and approval, highlight travel policies, and provide answers to your questions. We will also be offering small group Q&A sessions in the Business Services office.

Please click on the following link for the 9.2 SFS e-Reimbursement training power point presentation: e-Reimbursement SFS 9.2 training.

Please join us for these upcoming training opportunities! These sessions will run approximately one hour. To register, please email Kelly Arnost at karnost@uwlax.edu. Training dates and times are listed below.

  • Tuesday, November 6 at 3:00 p.m. in Graff Main Hall 125A
  • Wednesday, November 14 at 3:00 p.m. in Graff Main Hall 125A
  • Thursday, November 15 at 10:00 a.m. in Graff Main Hall 125A
  • Tuesday, November 27 at 3:00 p.m. in Graff Main Hall 125A
  • Thursday, November 29 at 2:00 p.m. in Graff Main Hall 125A
  • Wednesday, December 5 at 10:00 a.m. in Graff Main Hall 125A
  • Thursday, December 6 at 3:00 p.m. in Graff Main Hall 125A
  • Tuesday, December 11 at 3:00 p.m. in Graff Main Hall 125A
  • Thursday, December 13 at 2:00 p.m. in Graff Main Hall 125A
  • Tuesday, December 18 at 10:00 a.m. in Graff Main Hall 125A

e-Reimbursement Assistance – Q & A

Business Services e-Reimbursement Assistance Sessions are an opportunity for you to stop in to our office at 125 Graff Main Hall to receive assistance in completing your e-Reimbursements. Our Assistance sessions would best suit your needs if you have already completed a Training session and have specific questions on an e-Reimbursement or Travel Authorization that you are working on.

To register, please email Kelly Arnost at karnost@uwlax.edu. Q&A dates and times are listed below. Please feel free to bring your laptop and supporting documentation as applicable.

If you are new to e-Reimbursement or need a refresher, please attend an e-Reimbursement Training session, as the Assistance sessions are for individuals familiar with e-Reimbursement.

These sessions are held for one hour, and the dates and times are listed below.

  • Thursday, November 8 at 10:00 a.m. in Graff Main Hall 125A
  • Tuesday, November 13 at 10:00 a.m. in Graff Main Hall 125A
  • Wednesday, November 28 at 10:00 a.m. in Graff Main Hall 125A
  • Tuesday, December 4 at 10:00 a.m. in Graff Main Hall 125A
  • Wednesday, December 12 at 10:00 a.m. in Graff Main Hall 125A
  • Thursday, December 20 at 10:00 a.m. in Graff Main Hall 125A

Select Funding Option Available - Effective 2/22/17

Upon creating an e-Reimbursement, you will see a screen titled Select Funding.  This page displays your available funding to apply to your expense report.  If you do not see the desired funding, you can set specific funding by using the "Use Custom Values" button.  The funding selected will be used for the travel authorization or expense report you are currently creating.  

If an expense needs to be split between multiple funding sources, it will need to be split within the expense report on the page following Select Funding.  You can then identify funding by clicking on Accounting Default (applies to the entire report) or in the Detail of the specific line(s).

Within the "Use Custom Values" section you can select any Business Unit, thus there is no longer a need to create a non-employee ID to reimburse an employee from another campus. 

If a campus uses HR Supervisor in the workflow, the expense report will follow the HR Supervisor for the funding you picked. 




The following is not intended to be an all-inclusive list, but includes typical expenses that will not be paid or reimbursed by University funding sources:

  • Expenses which are not UW business related
  • Expenses not filed within the 90 day requirements
  • Expenses paid or reimbursed from outside sources
  • Alcoholic beverages
  • Spouse, family member's or travel companion costs (Chancellor's and President's spouse/partner may be allowable under separate policy)
  • Any expenses incurred as a result of voluntary cancellation of travel reservations (air, car, hotel, etc.) or supplier accessed penalties unless formally justified as exception.
  • Domestic phone calls
  • Lost/stolen cash or personal property
  • Personal items and services, e.g., toiletries, luggage, clothes, haircuts, etc.
  • Expenses for social events or non-business related activities, such as sightseeing tours, sport outings, excursions, etc.
  • Passports
  • Traffic citations, parking tickets and other fines
  • Additional charges incurred for personal reasons involving vehicle rentals
  • Locksmith charges for personal vehicles
  • Repairs, towing service, lubricants, etc. for personal vehicles
  • Excess cost of circuitous or side trips for personal reasons
  • Parking costs at the assigned headquarters
  • Meals included in business meetings, conference registrations, etc.
  • Pay for view movies in hotel/motel rooms
  • Personal entertainment
  • Additional costs for extra person(s)
  • Charges incurred for late lodging checkout
  • Lodging costs incurred at unlicensed facilities
  • Lodging within 50 miles of the home or headquarters city
  • Flight insurance
  • Trip insurance
  • Extra baggage charges for personal items, such as golf clubs, skis, etc.
  • Airline, car, hotel, corporate club or other membership dues
  • Childcare costs
  • Kennel fees
  • Late payment penalties and interest on corporate card
  • Greeting cards
  • Flowers
  • Gifts
  • Any incidental expenses included in the per diem
UW-La Crosse implemented an Employee Education Assistance Policy in December 2017.  Reimbursement is primarily governed by UW System Administrative Policy 210, Educational Assistance for Faculty & Staff. Also, there is a relevant policy, UWSA UPS Gen 23, Job-Related Coursework and Training.
Policy Highlights
  • Reimbursement is available to all Academic Staff and Faculty who hold appointments of half time or greater and University Staff employees who hold project appointments or appointments with an expectation of continued employment.
  • No more than one course, up to five (5) credits, or a training equivalent in any academic term (e.g., a semester, summer session or an equivalent) shall be reimbursed.
  • Reimbursements are available for job-related and for career-related courses.
  • Reimbursement may be subject to federal and state tax provisions.
For the full policy, please click on: Employee Education Assistance Policy
Reimbursement Procedures
The e-Reimbursement module will be utilized for reimbursement of approved educational assistance.
e-Reimbursement Report Information – Enter other fields as required
  1. Business Purpose: Professional Development
  2. Uncheck the box for Travel related expense report
  3. Click on Accounting Defaults and enter the funding string provided in the Human Resources Approval Letter:  Fund: XXX  Dept: XXXXXX  Prog: X
  4. Select applicable Expense Type based on the definition:
    1. Tuition/Training-Career: a course or class from an accredited University or Technical College, etc. for the purpose of meeting the minimum educational requirements for a job or will qualify the employee for a new trade or business. May be tax reportable.
    2. Training/Dev-Job: costs related to job-related training not classified as tuition.
  5. Expense Date: Enter the last course or training date
Required Attachments
  1. Approval Letter from Human Resources
  2. Evidence of completion: grade awarded or completion certificate
  3. Paid Invoice or Billing Statement
Submission Timeline
According to UW System Administrative Policy 405 Travel and Expense – General Travel & Expense Policy, tuition reimbursement must be submitted with the required supporting documentation within 90 days from the course end date or it will not be reimbursed by the University.
Please contact Mike Gasper with any questions. Thank you.

Auditors are members of the Accounts Payable team in Business Services, and serve as the final level of approval in the automated workflow process.  Each team member is assigned to a division on campus to assist with the e-Reimbursement process, as well as audit the division's expense report.

  • Beth Naas - bnaas@uwlax.edu
    • 02 - Academic Affairs & International Education
    • 08 - College of Business (CBA)
    • 28 - College of Liberal Studies (CLS)
    • 36 - College of Science & Health (SAH)
  • Julie Schumacher - jschumacher@uwlax.edu
    • 04 - Student Affairs
    • 05 - University Advancement
    • 06 - Diversity & Inclusion
    • 07 - Administration & Finance