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Reimbursements

The completion of the Travel/Expense Reimbursement form is needed to ensure all payments are made in an accurate and timely manner. The Travel form can be used for non-travel reimbursements and acts as a cover page for your documents.

PCard and Diners statements do not require a Reimbursement form but still must follow section two of this form “Document Requirements”

Accounts is cracking down on what can and cannot be accepted. Please ensure to label and explain as much as possible to avoid delays. If information is missing you will receive your claim back to amend.

PLEASE SEND COMPLETED FORMS AND DOCUMENT ATTACHMENTS TO: pnb@mcmaster.ca

  • Graduate students must complete our one-time delegation request. Please email pnb@mcmaster.ca for instructions
  • Undergrad students need to provide a full mailing address, or a cheque can be sent to the PNB office for pickup (Must request)

Expandable List

    • View or Print Invoice (Apple)
      You can view and print invoices for your item(s) shortly after they have shipped. To view or print your invoice, log in to online Order Status (Opens in a new window) and click the View Orders button. Click the Print Invoices link on the Your Orders page to get a printable image of your invoice(s). You can also print individual invoices for a particular shipment. If you need assistance with viewing or printing your invoice, please contact an Apple Online Store representative 1-800-676-2775.
    • Once an item is shipped or picked up, Apple will create an invoice for your order. To view or print your invoice, go to your Order Listing(Opens in a new window) page and select an item to go to the order details. Then, select View Invoice at the top of your order details page to access your invoice. If you need help viewing or printing your invoice, speak with an Apple Specialist at 1?800?MY?APPLE.

Material & Supplies

  • 600001: Material & Supplies
  • 600005: Office Supplies
  • 600006: Lab/Shop Supplies
  • 600012: Postage
  • 600013: Courier Expenses
  • 600015: Internet Expense
  • 600065: Technical Supplies
  • 600100: Printing/Duplicating
  • 600102: Advertising Expense
  • 600205: Cell Phone Expense
  • 600413: Books & Periodicals (non-library)
  • 600820: Research Support

Equipment

  • 610000: Equipment – Major (>5K)
  • 610002: Lab/Shop Equipment
  • 610003: Equipment – Scientific
  • 610020: Equipment – Minor (<5K)
  • 610030: Equipment – Computer
  • 610040: Computer Software

Other Expenses

  • 610045: Computer Software Fees
  • 630010: Equipment Maintenance
  • 640034: Maintenance Contracts
  • 640050: Waste Disposal
  • 640061: Technical Services
  • 655013: Licensing Fees
  • 660402: General Maintenance
  • 670000: Other Professional Services

General Admin Expenses

  • 750000: General Admin Expense
  • 750001: Meeting Expense
  • 750006: Sundries
  • 750007: Special Projects
  • 750009: Special Events
  • 750010: Publicity/Public Relations
  • 750011: Membership Fees
  • 750070: Study Participants
  • 750080: User fees

Commonly Used Travel Accounts (Subcodes)

  • 650000: Travel – General
  • 650005: Travel – Lodging
  • 650007: Travel – Transportation
  • 650011: Travel – Conference Fees
  • 650012: Travel – Field Trips
  • 650015: Travel – Parking
  • 650050: Meals and Entertainment

If you have Mosaic access and have the Travel and Expense tile, please follow the below instructions to add Fiona Ahlang and Mary Cass and Taylor Bowker (me) as delegates in Mosaic.

Here are the steps to add delegates in Mosaic:

  • Log in with your Mac Id and password in Mosaic
  • In the center of the burgundy-colored bar at the top, you will see the words MOSAIC HOME, click on this to produce a drop-down menu
    • Click on “Employee Self-Serve”
    • Click on the “Travel and Expenses” box Click on “Delegate TnE Entry Authority” box
    • You will see your name there, click on the plus sign to add more
  • Check for the following names and please add :
      • + Fiona Ahlang (AHLANGF)
      • + Mary Cass (CASSM)
      • + Taylor Bowker (SMITHTA3)
  • If you do NOT have the travel and expense tile, we will need an email from you agreeing to this reimbursement and a complete mailing address.
  • Please let me know either way so we can determine how to process this.
    • Should appear as a single PDF in the order you placed them on the travel form
    • If multiple receipts are on one page, please number them along with the travel form
    • If submitting a bank statement, please number each line and its corresponding receipt
    • Receipts need to be itemized showing what was purchased and tax implications.
      • Debit machine statements require backup
      • HST/GST Registration number must be provided
        • Example – Amazon invoices: Order confirmations cannot be used; we need to see the full invoice

      • Meal Receipts
        • Must include reason for meal. Example – Lab lunch/Meeting dinner
        • Must include full names of everyone who attended (first and last)
      • If any receipts are missing, please fill out a “Missing Receipt” Form
        • Email Taylor at pnb@mcmaster.ca
  • Purchases made in a foreign currency, and you would like the funds returned exactly the way it was purchased must provide a credit card statement showing the exchange rate
    • If this is not stated, you will receive the current rate at the time of processing.
  • As of August 7th, 2024 mileage is 0.68 cents per KM
  • Mileage is from the PNB building to location and back again to PNB.
  • Must provide a screen shot of the route taken.
    • We do not reimburse gas unless using a field vehicle (must specify on form)
  • As of August 7th, 2024 Per Diem is $106.10 per Day CAD/US if outside of Canada
    • Breakfast – $23.60
    • Lunch – $23.90
    • Dinner – $58.60
  • Must include all pages of the bill.
  • Cannot claim phone or internet for anyone other than yourself.
  • If you share a bill with someone else only your portion can be claimed.

The below should be completed on all travel/general reimbursement forms

  • Name
  • Employee/Student Number
  • Email address
  • Full mailing address
    • This is a requirement if the requestor is not on mosaic
  • Supervisor (If applicable)
  • List of expenses
  • Signature at bottom of the form is required for all reimbursements (E-signature accepted)
  • Reason for charges
    • Example: Conference, Office setup, research, field equipment
    • Specifics about the conference/event/Study and include dates attended, locations, itinerary, copy of program, etc….
  • Chartfield – If you do not know the full number, please provide the name of the Research Grant
    • A chartfield should include the following:
      • Fund Number, either 50 or 55
      • Department Code 10322 (usually remains the same)
      • Project number 10510000 (Example)
        1. Result example: 50/55 10322 105100

Information Box Group

A portrait of Taylor Bowker

Taylor Bowker

Undergraduate Admin Assistant

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