Reimbursement Document Checklist
1. Travel
- Business purpose and proof of attendance
- Registration receipt or event/meeting materials that indicate name, date and venue
 - Invitation or email request to speak
 - Provide abstract, and list the collaborators’ name and affiliation, research related meetings, and/or institutions visited
 - Supervisor's approval (Administrators only)
 
 - Transportation
- Air: boarding passes, airline itinerary, airfare receipt
 - Rail: passenger tickets that indicate cost, date and time
 - Car/Taxi: car rental, car service &/or taxi receipts that indicate date
- 20% maximum tip reimbursement(pretax)
 
 - Explanation for any non-evident or extra travel, for example a multi-leg trip
 
 - Hotel folio or itemized bill for lodging. NYU’s maximum allowable room cost is $350/day excluding taxes.
- Exceptions must be approved by Stern’s Chief Fiscal Officer before travel
- When submitting an exception, please submit search NYU Traveler backup
 
 
 - Exceptions must be approved by Stern’s Chief Fiscal Officer before travel
 - Meal receipts that are itemized
- Tips should not exceed 20% of the pretax total
 - Segregation of alcohol expenses
 
 - Per diem, limited to 7 calendar days, requires documentation of trip arrival and departure
 
2. Non-travel Meals relating to business meetings/events
- Business purpose and attendees & affiliation
 - Original itemized receipt and proof of payment
 - Segregation of alcohol expenses
 - Tips should not exceed 20% of the pre-tax total
 
3. Team Building (Administrators only)
- Should not exceed $200 per person per year
 - Consists of the entire team
 - Paid for by the most senior administrator
 - Includes new hire lunches between new hire and immediate supervisor
 - Original receipt and proof of payment
 
4. Telephone, cell phone, and internet access
- Current monthly itemized bill
 - Explanation of excess usage and/or roaming charges
 - Employee may be reimbursed up to $65/month if the employee is routinely on call and needs a cell phone to perform his or her position effectively (Administrators only)
- Must be approved by Department Head
 
 - Internet is not reimbursable (Administrators only)
 
5. Office Supplies/Hardware
- iBuy must be used
 
6. On-line purchases
- Print-out summarizing the type and amount of purchase, the date, and total cost
 - Proof of payment required, such as credit card statement or transaction summary
 
7. Class meals or student awards OR prizes
- Class list for class meals.
 - Recipient name for gifts. If cash gift is $25 or more, also need Student ID # or Social Security # and address. Gift cards are treated as cash.
 
8. Guest Tavel and Third Party Payments
- NYU employees are not allowed to pay for guest travel arrangements, such as hotel or air fare. A department CTA card may be used, or the guest will be reimbursed directly from NYU.
 - In order to comply with federal regulations, NYU employees should not directly pay for professional services themselves.
 
9. Life Events.
- Life event expenses such as birthday celebrations, baby, and wedding showers are not reimbursable.
 
10. Car Service
- The University generally does not reimburse transportation to/from an employee’s residence to/from Stern. However, expenses for travel from business related events after 9 pm will be considered for reimbursement.
- Economical options (ex: taxi, Uber, and Lyft) must be used for exceptions
 
 
Original resources:
Stern Teaching and Research Supplement (STARS) Handbook, April 2023
New York University, University Policies, Travel and Expense Policy, effective September 1, 2021