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The Law School’s Business Office Guides contain information specific to processing expenses at our School and can also be found on our website.https://law.yale.edu/about-yale-law-school/offices-services/business-office/guides-forms-reminders

Topic

Guide

Law School Travel and Business Meal Guide

  • Air Travel, Train, Rental Cars

  • Lodging, including Employee Lodging in New Haven

  • Business Meals

  • Non-Reimburseable Expenses

View file
nameYLS Travel and Business Meal Guidelines 06-3-24.docx

Business Purpose Quick Guide

View file
name2023.02.21 the Business Purpose_Quick Guide.pdf

Expense Reports In-depth Preparation Guide

Additional training can be found here: Creating Expense Reports

View file
nameExpense Management Preparation.pptx

Expense Report Checklist

Additional training can be found here: Internal Controls Approval Authority - Workday (myworkday.com)

View file
nameExpense Report Checklist_3-01-23.docx

Yale Amazon Purchasing Guide

View file
nameYale Amazon Purchasing Guide.pdf

Gifts Purchased Using University Funds

View file
nameBusiness Office guide for gifts.docx

YLS Policy on non-curricular book purchases for events

View file
nameYLS Policy on non-curricular books.docx

YLS Retirement Celebration Guidelines

View file
nameYLS Retirement celebration guidelines.pdf

YLS Receipt and Documentation Retention Policy

View file
namefile_receipt_and_documentation_retention_policy.pdf

Most Commonly Used Spend Categories

View file
nameExpense Codes, commonly used.pdf

YLS Wire and ACH set up guides

  • Wire payments are for international suppliers only

  • ACH payments are for domestic suppliers only

View file
nameACH payments for domestic suppliers.pdf
View file
nameWire transfers for international suppliers.pdf

Workday Mobile App

  • Mobile Expense Management - Create Expense

  • How to Upload a Receipt

  • Create, Add, Edit, or View an Expense Report

View file
namemobile-expense-management.pptx

Create Requisition (Purchase Order)

  • Proper Workday roles for User

  • Proper SciQuest set up for Suppliers

  • How to Create a Services Requisition

    • step by step w/ images

View file
nameCreate Requisitions.pptx

Purchase Order Quick Reference Guide

View file
nameSubmitting a Requestion2.docx

Quarterly Financial Attestation

View file
nameFinancial Attestation.docx

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