NOTE: Employees should confirm if different polices have been established within their department.
The following answers are based on DAS-SAE Policy 210.102: Meal, Travel and Work Related Receipts
Meal, Travel and Work Related Receipts Frequently Asked Questions
NOTE: Employees should confirm if different polices have been established within their department.
The actual receipt (not a copy) is considered official and valid when it contains all of the following information:
- Name of establishment
- An itemization of what was eaten
- Date and time
- City and state
This information is necessary for the following reasons:
- The name of the establishment is to ensure that tips are allowable.
An itemized listing of what is included in the receipt is necessary to ensure what is being claimed is eligible for reimbursement. The detailed receipt is required for verification that it is only for one person, does not contain alcohol and only includes meal items; not break items to be consumed at a later time or other ineligible items.
Note: Credit card receipts showing only the amount charged is not sufficient documentation. - The date and time are to ensure staff are claiming meal reimbursements for only those meals they are eligible to receive within their allowed meal times.
- The city, state and location of the establishment is to ensure that staff is not purchasing meals within their official domicile unless authorized for a meal in that domicile or when purchasing food to make meals for travel out of domicile in lieu of eating in a restaurant.
Non-standard receipt:
- A non-standard receipt is received from an establishment which does not include the required information as stated in A1 of this FAQ. (See above)
- A non-standard receipt is a receipt the employee had to write and sign because they could not get a receipt for such items as; food from a vending machine, a phone booth, parking meters or coin operated car washes.
A non-standard receipt is not to replace:
a) A lost receipt
b) A forgotten receipt
c) The detailed credit card receipt.
EXAMPLE: The green order form or the white stub from the bottom of the order form that are often received in small town cafes. In this situation, the employee submits the receipt received by taping it to a sheet of paper, detailing the information and then signing it.
If staff receives a non-standard receipt from an establishment, include the following information on the receipt and then sign the receipt:
- Name of establishment
- Itemization of what was eaten
- Date and time
- City and state
- When the employee writes information on a non-standard receipt, the employee must sign each receipt.
If staff received an itemized credit card receipt with the name of the establishment, date, time, city, state and items purchased, it is a valid receipt. Staff normally receives two receipts when using a credit card at a restaurant. One is simply proof of the amount charged against the credit card (and is not acceptable alone). The other receipt includes an itemization of what staff is being charged. This itemized receipt must be submitted for the reimbursement.
Draw a single line through any ineligible items on the receipt and exclude both the cost of the ineligible item(s) and the taxes & tips applicable to the ineligible item(s) in the amounts requested for reimbursement.
See the HRE Policy.
Generally, all items consumed at the meal, except alcohol, are allowable. What an employee chooses to eat for their meals is at their discretion. However, non-food items such as gum, antacids (i.e. Tums, Rolaids, Pepto-Bismol, etc.) and breath mints (i.e. Tic Tacs, Altoids, etc.) are not allowable.
Tips are allowable for not more than 15% of the food bill, up to the maximum allowed for reimbursement.
The tip is to be calculated on the sub-total of food and drink before the tax has been applied. To document tips if they are not shown on the receipt, the employee should write the allowable amount at the bottom of the applicable meal receipt.
EXAMPLE: Employee is eligible only for lunch reimbursement. The cost of the meal is $14.73 before tax, plus .88¢/tax . The employee leaves a $2.21 tip. Maximum reimbursement allowed is $10.00 - the current allowable rate for reimbursement for lunch.
EXAMPLE: Employee is eligible only for lunch reimbursement. The cost of the meal is $8.00 before tax, plus 56¢/tax. The employee leaves a $1.20 tip. The employee may claim reimbursement of $9.76 which is the lesser of the maximum allowed and the actual spent.
EXAMPLE: Employee is eligible for lunch and dinner reimbursement. The cost of the lunch meal is $3.00 before tax, plus .18¢/tax. The employee leaves a .50¢ tip (.45¢ tip is allowable). The cost of the dinner meal is $10.00 before tax, plus .60¢/tax. The employee leaves a $2.00 tip ($1.50 tip is allowable). Maximum reimbursement allowed is $15.73 ($3.63 plus $12.10).
When the employee leaves before 6:00 am, they may be reimbursed for breakfast. When the employee returns after 7:00 pm, they may be reimbursed for an evening meal.
Break items are unallowable and are considered a personal expense.
A meal is defined as food and drink consumed at one sitting.
One receipt per meal is allowed. Meals should be purchased during your allowed meal time. The intent of the single receipt is to prohibit the purchase of additional food for breaks throughout the day.
Note: Mileage is not reimbursable when traveling for food.
If an employee chooses to make their own meals (in lieu of eating at a restaurant), a receipt from a grocery store may be eligible for reimbursement. If the receipt covers multiple meals or multiple dates, write the dates the meals are requested for on the receipt and document the cost allocated to each meal.
EXAMPLE: An employee is eligible for 2 lunches, 1 dinner and 1 breakfast. They need to indicate the items on the grocery store receipt that were consumed at those 4 eligible meals. Any items not accounted for per meal will not be reimbursed.
To clarify Procedure 210.102, Paragraph 7, grocery receipts are only to be used for the dates surrounding the trip date. For instance, a day or two prior to the trip. Claims for items on a grocery store receipt for a subsequent trip are unallowable. A grocery store receipt dated after a trip is not allowable.
EXAMPLE: An employee is staying at a location for 2 days. The grocery store receipt can only be used for the days with lodging and the following breakfast or lunch meal times. Items on that same grocery receipt cannot be used for dates later in the month.
No, altered receipts are not acceptable.
Generally, travel reimbursements should not experience any delays in SAE and be processed the day they are received if correctly completed with no errors, and have receipts attached which are properly documented and properly certified by the employee and manager. Staff will need to talk to their own department's accounting personnel to find out if their departmental process may delay submittal and payment.
Tips are not allowable for self-service locations. Reimbursement requests for tips paid at gas stations, fast-food restaurants or grocery stores are disallowed. Tips for cafeterias with seating areas within grocery stores are allowable.
All restaurants will provide some sort of receipt if requested. If it is a non-standard receipt, you will need to provide the itemized information as noted in the "What information is needed on a non-standard receipt?" section above.
“Break” or “refreshment” costs are considered as personal discretionary expenses and are not paid for by the State. See "What is the expectation for adding break items to either breakfast or lunch?" and " Can there be multiple receipts per meal (i.e. a salad from one place and a burger from another place)?" sections above for the definition of a meal.
All Executive Branch State Employees, Board & Commission Advisory and Task Force members must provide receipts. Elected Officials (only) are exempt.
Parking receipts for any dollar amount are now required. For a meter or any type of expense where receipts are not normally available, the non-standard hand written receipt by the employee will be required. See Procedure 210.102, Paragraph 2, for Travel and Other Work Related Receipts.
This would be considered a non-standard receipt. The employee would write the required itemized information on the receipt and sign it, as described in "What constitutes an official or actual receipt" above.
Since employees have to turn in receipts, does the “combined” meal issue also change? This is when staff is out all day, prior to a departure of 6:00 am and a return after 7:00 pm. If staff doesn’t use their entire breakfast & lunch allowance, are they still entitled to $37.00 for the day if dinner is only $15.00?
EXAMPLE: Staff picks up something light for breakfast ($3.00) and lunch ($0 or $7.00), then doesn’t claim the full breakfast & lunch amount, and eats a large dinner for $25.00. Their total for the day is $37.00, so they still get the $37.00, correct?
ANSWER: Yes, they are still eligible to combine the costs and eat a higher priced meal when eligible.
Meal, Travel and Work Related Receipts Frequently Asked Questions - 2
This means employees should purchase meals only for themselves and should not purchase meals for other employees or non-employees.
The meals on the hotel will need to be itemized. Hotels will provide an itemized receipt if requested.
EXAMPLE: If staff wants to have 2 cookies and 2 cans of pop for lunch, will only 1 cookie and 1 can of pop be allowed or will the receipt be reimbursed in total? How does one monitor and decipher which multiples of which foods are allowable and which are not?
ANSWER: We cannot tell an employee what they may or may not eat for a meal. The intent of the policy is to reimburse for food that is consumed at one sitting, per meal, and not to reimburse for break items. Purchasing multiple items may appear to be break items and may be questioned or denied.
A scan/photo may be used with an explanation on the reimbursement request and they will have to be cross referenced to each other. A case of pop is a lot of beverages, so some of the pop expense may not be allowed depending on the number of staff in attendance.
Yes, one receipt must still be attached to the reimbursement request. Attach a scan/photo to the Expense Report.
The city is needed to ensure meals are not in the employee’s domicile. If the city/state is not identified on the receipt, the employee should write that information on the receipt and sign it.
The employee should provide what they have received for a receipt by the company (packing slip with the cost and form of payment). This is a non-standard receipt and the employee would need to detail the information and then sign it.
EXMAPLE: In the Procedure 210.102, Paragraph 5, the last sentence indicates items such as candy bars and bags of chips are not allowable, which seems to contradict the Procedure’s Paragraph 11, which states employees can write a non-standard receipt when purchasing items from a vending machine. If someone chooses to eat a candy bar and bag of chips for lunch rather than meat and vegetables or a sandwich, are we required to reject the receipt?
ANSWER: We cannot tell an employee what they may or may not eat. The last sentence in the Procedure 210.102, Paragraph 5 refers to when employees purchase multiple items that could be break items, which are not reimbursable. Paragraph 11 refers to vending machine purchases where receipts are not issued and would then require a non-standard receipt.
Each receipt that the employee writes information on must be signed by the employee.
Employees should write the type of “beverage”, such as iced tea, soft drink, etc. so that we know it was a non-alcoholic beverage and then sign the receipt.
If an employee is eligible for a meal reimbursement, the employee may elect to purchase food and drink items at a convenience store instead of a restaurant outside of their domicile, with the proper receipts.
Updated September 2021