PROCEDURES FOR ACCESSING YOUR IPAT ACCOUNT
- In most cases IPAT funds must be depleted before you are eligible for any Faculty Travel Funds.
- You and your associate dean will receive a monthly report detailing the activity in your account along with the remaining balance. Please reconcile this report and report any discrepancies to Suzie Wegner, in the Dean's Office. When reconciling the report be sure to include any pending items to arrive at the actual remaining balance.
- To access your fund, complete the “Travel Expense Report/Employee Reimbursement” form. Pre-approval is not necessary.
- In the purpose field, be sure to include “IPAT”
- Attached detailed receipts. All St. Olaf procedures and policies will be enforced.
- For books, be sure to include the title of the book if it is not on the receipt already
- Leave the Unit and the Sub Code fields blank as well as the supervisor signature.
- Forward the form to the Dean’s Office. We’ll complete the coding, sign off on the transactions and send it on to the Business Office.
- If any expenses were paid with a college credit card, simply change the unit number on your St. Olaf VISA statement to “99999” (DOC Reclass Unit). Be sure to include in the description “IPAT” as well as a name if it is different from the cardholder.
- You may request a balance at any time.