This page includes miscellaneous information about financial policies.

Financial Requests

Please email sefsfin@uw.edu with your financial requests, including:

Travel

For travel requests and reimbursements, please scan your documents and attach them to the email, PDF format is required, along with the appropriate reimbursement forms that can be found under the Financial drop-down menu on SEFS Forms and Policies page.

A receipt must have 5 key items:

• Vendor Name
• Date
• Description of Items or Service
• Amount paid and how you paid
• The receipt must itemize each item, taxes, shipping and other costs separately. Please be sure to retain receipt records.

Purchasing

For purchase requests, if you know where your goods should be purchased, please provide a link. Provide any quotes received from your supplier. Otherwise, full details and specifications will speed up processing.  All requests must be completed on the Purchase Order Form. Over the direct buy limit of $9,999.99 contact SEFSFIN for a discussion.

Business Purpose

We need to know the business purpose of every trip, purchase, reimbursement, etc. A business purpose answers the what, why and benefit to the UW, Student or Project.

Worktags

If your budget has a Driver Worktag, you only need to provide the Driver Worktag to be charged and not the rest of the worktags. If you don’t have written budget authority, we need the PI’s approval on a form or an e-mail approval.

Computing Needs

If you need computing equipment, software or software licenses or extensions, the request should go first to our IT team at sefshelp@uw.edu, for recommendations on your purchase.  They will research and forward to sefsfin@uw.edu.

For questions or more information, please contact sefsfin@uw.edu.

If you need computing equipment, software or software licenses or extensions, the request should go first to sefshelp@uw.edu, for recommendations on your purchase; they will research and forward to sefsfin@uw.edu.