Edited 7/13/21 by Christina.
Use the corporate card for meals at restaurants (not takeout) & conference housing/flights/fees.
To submit a report, follow the directions below. For further guidance, learn more here.
Step 1: Start an expense report. Login to employee.dartmouth.edu and choose DC iExpenses > iExpenses Home > Create Expense Report
Step 2: Complete general information. Note that “Name” defaults to yourself. If you are a lab manager submitting a report for Meghan, make sure to select her name from the dropdown menu. Our approver is Daniel Clingenpeel.
Step 3: Clear credit card transactions for the corporate card. Select credit card transactions to be cleared, assign appropriate Expense Type, and itemize the receipt if necessary by clicking the Details icon.
Step 4: Complete allocations. Allocation will populate with your default chart string. Select "PTAEO Allocations" to update to a grant account. Select "GL Account Allocations" to update the GL (lab startup fund) account.
Step 5: Attach receipts, review and submit. Attach required receipts by clicking the "Add" button in the attachment section. Browse in your scan(s) and select "Apply." Review your report to ensure all expenses are listed. Select "Submit." The approver listed in General Information will receive an email requesting approval for your submission.
As a note, alcohol is an allowable expense during mealtimes, when paid from the lab’s startup fund. Learn more about use of corporate cards and travel expenses here.