How to submit documentation?

To request reimbursement from the PTO, you must submit the receipt (or invoice) for the expense.   The PTO keeps all records online as PDFs.   This is a new procedure, so we tried to anticipate questions that may arise.

Hopefully the scenarios below will help you figure out how to do this.

• If the expense resulted in an attachment to an email, the attachment is most likely a PDF.  Simply download that PDF to your Google Drive and attach it to the Google form when submitting the request for reimbursement.

• If the expense resulted in an email receipt, where the receipt is embedded in the email, then you need to print the email to the destination "Save as PDF".  Then download that PDF to your Google Drive and attach it to the Google form when submitting the request for reimbursement.

• If the expense resulted in a paper receipt or invoice, then you need to scan the receipt(s) to create a PDF.  Teachers and school staff are able to scan documents using the copy machines in the workroom.  It will send the scanned documents to your email.  Then you simply download the PDF to your Google Drive and attach it to the Google form when submitting the request for reimbursement.

• Another option for scanning paper receipts is to download the app TurboScan and scan receipts using your phone.  TurboScan is a FREE app that I have used for years.  It is available from the Apple Store or from Google Play.