Professional Memberships
Adding Professional Memberships
In many cases for conference registration, discounts may be offered for those who are members of an associated professional society.
After clicking Create New to add an expense to your reimbursement request, select the Dues/Fees expense tile and then select the Professional Membership Dues sub-tile. Then follow the instructions shown below.
Step 1: Adding Professional Membership Details
Start Date: Enter the start date of the membership (usually the purchase date).
End Date: Enter the end date of the membership (usually 1 year from the purchase date).
Date: Purchase date of the membership.
Spent: Enter the cost of the expense listed on the receipt. This can be changed to different currencies if required.
Business Purpose: This will automatically populate what you entered at the header level.
Description: Optional field to add details or clarifications about the expense.
Search for and enter your CFOP(s). If you do not have a CFOP to use, you will need to request one from your supervisor or departmental head.
Please note that the Allocation field will automatically fill in with the CFOP provided in the first expense completed. It will do this for all following expenses entered but can be changed manually.
Click Add Attachments to add the receipt and/or backup documentation for this expense.
Please note that the file must be either an image format or a PDF, Chrome River will not accept Word documents. You can either click the Add Attachments button and browse to the location where you have the receipt saved or you can simply drag and drop the receipt into the Attachments section of the report.
Click Save in the top right-hand corner.
If you have additional expenses to add to this travel reimbursement report, please return to Step 3: Add a New Expense.
If you have entered all of your expenses related to this travel reimbursement report, please go to Step 4: Submitting the Report.