Finance Information Forum
The Finance Information Forums are designed to provide the community updates regarding projects, processes, policies, and upcoming dates, deadlines, and reminders.
2023 Fall Finance Information Forum
Tuesday, November 28, 3:00 – 4:00PM
Click Here to Register with your netid@dartmouth.edu to have the meeting invite sent to you.
2023 Spring Finance Information Forum (PDF)
Resources Referenced:
- Business Expense Policy
- Tips:
- Check out our iExpense Resources for guidance and training videos.
- In iExpense, please check for tips, taxes, service fees, etc., that might have been preitemized and automatically classified as Personal. These preitemizations should be removed in iExpense so that the charges are allocated to your chart string. Learn how by watching the Spotting and Removing Pre-itemization video. Please send any questions to Expense.Reporting@dartmouth.edu.
- Questions:
-
- Is Tipping for Taxis | Ubers refundable.
Answer: Yes, reasonable tipping (less than 20%) for public transportation is reimbursable. - What is a reasonable tip for housekeeping?
Answer: Does it depend on the cost of the room? Less than 20% of tipping is considered reasonable. - What or how do you put on the expense report if someone has a room service or hotel
restaurant charge on their folio and they are claiming per diem? If it is on their
personal card do you do the same thing?
Answer: When claiming per diem and paying with a corporate card, meals on the hotel bill should be itemized as personal, to be deducted from the hotel expense. If claiming per diem and using a personal card, only enter the amount of the hotel expense and do not include the meal. - Is there insurance on flights as you are allowed to choose refundable or non-refundable?
Answer: The individual's Corporate Card should be used to ensure maximum insurance protection. - Is there insurance on car rental include?
Answer: The individual's Corporate Card should be used to ensure maximum insurance protection.
- Is Tipping for Taxis | Ubers refundable.
-
- Tips:
- Hiring Graduating Students
- Student Digital Payments FAQ
- Tips:
- For Student Digital Payments: Student needs to check junk for email from Trustees of Dartmouth College
- Please let students know to sign into their Digital Payments with their Student NET ID @Dartmouth.edu and not their name.
- Questions:
- Would the student need to setup wire transfer as an option? Or would this be on the
department to verify and setup?
Answer: Wire transfers for students should only be used if the student does not have a U.S. Bank account. The department would need to gather the wire information from the student and provide it with their Payment Request eForm or Student Prizes & Awards eForm.
- Would the student need to setup wire transfer as an option? Or would this be on the
department to verify and setup?
- Tips:
- Next Gen Supervisor TimesheetX Responsibilities
- Employee Address & Work Location Project
2022 Fall Finance Information Forum (PDF)
Resources Referenced:
- Plant, Property, and Equipment Management Policy
- Independent Contractors & Guests Policy
- Business Expense Gift Policy
- Confidentiality Agreement
- Code of Ethical Business Conduct
- EthicsPoint - Anonymous Confidential Reporting - 888-497-0516
- Dartmouth United Way Campaign 2022
- Finance Contacts & Technical Help
2022 Spring Finance Information Forum (PDF)
Resources Referenced:
2021 Fall Finance Information Forum (PDF)
The presentation has been updated to include additional information:
- Winter Break PCard Sweep Dates
- Institutional.Accounting@dartmouth.edu added to the Need Help slide
- FY22, Q2 Close is January 5th, not January 6th
Resources Referenced:
- Contract Management Guidance & Training
- Independent Contractor Process & Guidance
- Central Merchant Account
- Returning Funds for Personal Expenses
- Business Expense Gift Policy
- Payroll Supplemental Payment Policy
- Payroll Corrections Policy
- Employee Self-Service
- Confidentiality Agreement
- Code of Ethical Business Conduct
- EthicsPoint - Anonymous Confidential Reporting - 888-497-0516
- Finance Contacts & Technical Help
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