Initiating a Moving and Relocation Reimbursement
1. Select Moving and Relocation Reimbursement
2. Log into the Kuali Financials as necessary.
3. The Moving and Relocation Reimbursement will open with a new document ID. The TEM Doc # will be blank. Description contains text: (Description will be filled upon submit) and upon submit will be populated with payee’s name and moving begin date up to 40 characters.
4. Complete the Moving and Relocation Overview tab, Payee Section:
a. If you are an Arranger, the Moving and Relocation Overview tab will be empty, click the lookup icon to search for and return a TEM Profile.
b. If you are not an Arranger and have a TEM Profile, the Moving and Relocation Overview tab will fill in with your TEM Profile information.
5. Complete the Moving and Relocation Overview tab, Moving and Relocation Information Section:
a. Select the Reason Code.
b. Enter Moving begin and end dates.
c. Select the Job Classification Code.
6. Complete the Actual Expenses tab.
a. Enter the expense date.
b. Select the Expense Type Code.
c. Enter the amount.
d. Click the Add button.
e. Complete additional fields if required based on the expense type code selected.
f. The Summary by Object Code tab will update with the object code to be used for each expense entered on the document.
7. Complete the Assign Accounts tab.
a. If the TEM Profile has default accounting associated with it, the fields on the Assign Accounts tab Accounting Lines section will be prefilled. Change them if necessary.
b. Enter a Percent or Amount if you will be split funding. Depending on what you enter, the other field will update appropriately.
c. Click the Add button. If the full amount was not charged to the first account, the balance will display in the Amount field on the add line. Continue until the full amount has been allocated.
d. Click the Assign Accounts button to complete the Accounting Lines tab with the object codes from Summary by Object Code tab and the accounts and amounts from the Assign Accounts tab.
8. Complete the Payment Information tab
a. Select a Due Date or accept the default.
b. Select a Payment Method.
9. Click the Submit button to send the Moving and Relocation Reimbursement into workflow.
Taxable Ramification