In doing so we have noticed some problems and/or suggestions –
- Incomplete forms – Everyone should be completing forms the same way they always have but instead of putting them in an envelope; they can now be uploaded in the portal.
- No Expense form cover page – All “reimbursement” expense type requests need an expense form;
- FRR, Mileage, Brokerage – do not need a cover sheet but they should be submitted separately.
- Broker forms – still need participant and broker signature before submitting
- Vendors (class providers) do not have access to the portal and therefore cannot upload – they should email invoices by pdf or jpeg format to finance@issny.org
- DO NOT scan and then physically mail originals (it’s either/or; not both)
- Additional documents requested should be emailed to finance or the SDC rather than create an additional upload file.
- Watch file size when uploading – Should be under 15 MB
- One file type to an upload; Do not attach a mileage and cellphone to the same upload
The instruction guide can be found on the Portal’s Help Section. Any technical problems regarding the regarding the portal upload function should be sent to websupport@issny.org. If you have any questions regarding the expense, what is required or payment information please email finance@issny.org.
We do request that you allow up to approximately 1 month from the date we receive an expense, invoice, or mileage for it to be processed. If you have not received a payment after that time, we will gladly follow up and assist with replacements as necessary.
Keep in Mind – We have multiple people processing invoices and mileage forms. If you received a check for only a portion of your expected reimbursement, please allow a few more days for additional checks to arrive before contacting us. Generally the expenses are processed within few days of each other. If there is a problem with your submission it will be notated on the check stub which accompanies the payment.
Thank you for your assistance in making Self-Direction work.
