Navigating a New Spending Request
All requests for spending for goods and services must be requested via a Purchase Request Form. Once the purchase request is approved by the email workflow approval process, a purchase order will be generated and processed by Procurement Services.
Exceptions are outlined below and payment will be made using the alternative payment methods described.
Non-Travel Related Reimbursement Requests
The Cheque Requisition Form is used for miscellaneous non-travel expense reimbursement. This form should be used to request reimbursement for only the following list of specific items:
a. Referee expense claims
b. Course registrations
d. Memberships/dues payments
e. Hotel and conference facility bookings (not accommodations)
f. Request reimbursement for miscellaneous purchases eligible for payment by PCARD where credit cards are not accepted or unavailable.
The AUT Professional Expense Fund Claim Form - (processing Instructions) should be used to request funding for professional development expenditures as detailed in section 1.2.2 of the AUT Collective Agreement. Completed forms should be approved by the Dean, University Library, or Director responsible for oversight where the payee holds primary appointment. As stated on the form and in compliance with Canada Revenue Agency (CRA), goods purchased with PE funds, will remain the property of the University in order to be considered a non‐taxable benefit.
The Honoraria and Awards Payment Request form should be used to request cheques for:
a. Student awards
b. Honorarium payments for visiting lecturers and guest speakers
Missing Documentation Instructions
If supporting documentation required to fulfil a payment process is lost, please include the completed Lost Receipt Declaration Form along with other forms required according to the payment method pursued.