Reminder: Guidelines for Completing the Overnight Travel & PD Form

In order to expedite the reimbursement of overnight travel and professional development expenses, the Business Office asks that staff members adhere to the following guidelines: 

1. Only use the current Overnight Travel & Professional Development form located on the Intranet and always submit the form electronically. The form is titled Overnight Travel & Professional Development Form and is located under the Business Office link. Do not use forms stored on your hard drive. Using old forms causes confusion on who should be signing the forms and where the forms should be sent.
   
2. When saving the form, title it ‘OT-your name mm_dd_yy’. The date should be either the first date of travel or the date of your professional development. Using a standard naming convention should help with the flow of the form. Supervisors will immediately know what is attached and know that they need to act on it.
3. When receipts are required, copy them to one pdf file. The file can contain multiple pages, but we would like it all in one file. By limiting the number of documents being emailed, it will be easier for supervisors and the Business Office to track the receipts and keep them with the form. 

If you have any questions, contact Mary Heaberlin, Accounting Technician, at mheaberlin@heartlandaea.org or ext. 14818 or Brian Whalen, Business Manager, at bwhalen@heartlandaea.org or ext. 14005.