Accounting: Financial Request Intake Forms-HALO
You should use HALO when reconciling expenses for reimbursement. This would include purchasing card expenses, travel expenses and hosted meals. HALO is a ticketing system that allows you to share reconciliation information with the finance team. They will enter this information on your behalf into the Workday system. If they need additional information after you have submitted your ticket, they will reach out to you.
Reconciliations are a 2 part process:
- You must submit your reconciliation within 45 days from the date of the purchase. This includes per diem reimbursement. After you submit your HALO ticket, the financial team will enter it into Workday. You will receive a notification via email.
- Lodging, airfare, and conference registration fees may use the last day of travel as the date of purchase.
- You must approve this entry in Workday within 60 days of the original purchase.
No receipt is needed for travel expenses under $50, as long as it is paid out of pocket and not on a purchasing card. However, we recommend that you hold onto your receipts until the reconciliation is completed. Hosted meals are excluded from this, you MUST submit an itemized receipt when you host guest.
Employees will be responsible for tax payments if they fail they approve their Workday expense entry within 60 days. This charge will appear on your paycheck.
Most employees will use the "Expense Reimbursement and Card Reconciliations" form on HALO when submitting expenses.
Financial intake request forms and instructions to complete the forms are available in the L&S KB. Here is the link to the Financial Intake Forms: https://kb.wisc.edu/ls/internal/151838
If you are unsure what form to complete or have general finance or post award questions, please email finance@ls.wisc.edu.