Receipt Procedures
What if I lose a receipt or do not obtain an itemized receipt?
University policy requires itemized receipts for all purchasing card transactions and all travel related transactions over $50. If you lose or do not receive a receipt from a vendor, you are expected to make reasonable efforts to obtain a duplicate. Many vendors can provide a copy of the original receipt upon request.
If you are unable to obtain a duplicate receipt, you may still submit the expense in Workday by completing a Lost of Missing Receipt Affidavit and attaching it to the applicable expense report item.
Workday expense report reviewers and approvers will evaluate the affidavit, including the efforts made to obtain the missing receipt, and verify that the expense is appropriate and qualifies as a valid business expense.
What is an itemized receipt?
To be considered a valid business receipt, an itemized receipt must include all of the following:
- Vendor name
- Transaction date
- Itemized description of goods or services purchased
- Total amount paid
- Form of payment (such as cash, check, last four digits of credit card used)
A credit card sales slip, bank statement, or credit card statement alone does not qualify as an itemized receipt. If a gratuity is added on the credit card sales slip, both the itemized receipt and signed credit card sales slip showing the total amount paid must be attached to the expense report as shown in the example below:
Updated July 23, 2026