What does a receipt need to include to request reimbursement?

A receipt is a document given to a customer as proof of full or partial payment for items or services.

• When requesting reimbursement for education-related expenses, scholarship parents must submit clear and detailed receipts.
• Only items specific to education-related expenses qualify for reimbursement.
• A scholarship parent may only request reimbursement if their student’s account has been funded and contains sufficient funds.
• There is no limit to the number of requests for reimbursement a parent may file per day. 
• Follow these guidelines to ensure your reimbursement request is processed smoothly.

Click here to view YouTube Videos and step by step instructions on how to submit a receipt for reimbursement on the ClassWallet KnowledgeHub.

 *please note: ClassWallet's KnowledgeHub articles are not specific to the Utah Fits All Scholarship Program. Some information may not be applicable to this program. Please refence the Help Center and UFA website for accurate information. 

For Store Receipts:

Each receipt image must clearly show the following information:

1. Store Name
   • The name of the store where the purchase was made.
2. Purchase Date
   • The date when the items or services were bought.
3. Itemized List of Items Purchased
   • A detailed breakdown of each item purchased, including quantities and prices.
   • The receipt may not include any items or services that are not considered an approved expense.
     • Receipts containing non approved items will be denied in ClassWallet.
4. Total Amount Paid
   • The total amount paid for all items purchased.
5. Payment Method
   • The method of payment used (cash, check, card).

Receipts from purchases made online:

Receipts from online purchases must clearly show:

1. Merchant Name
   • The name of the online store where the purchase was made.
2. Purchase Date
   • The date when the items were bought.
3. Order Number
   • The order number associated with the purchase.
4. Itemized List of Items Purchased
   • A detailed breakdown of each item purchased, including quantities and prices.
   • The receipt may not include any items or services that are not considered an approved expense.
     • Receipts containing non approved items will be denied in ClassWallet.
5. Total Amount Paid
   • The total amount paid for all items purchased.
6. Billing Information
   • The name and address of the payer.
7. Shipping Information
   • The name and address of the recipient.

Combining Multiple Purchases

• You can include multiple receipts in one reimbursement request, but they must be from the same store (either physical or online).
  • This means if you have a receipt from purchases made at a Walmart store, and a receipt from purchases made from Walmart.com, they can be combined into one reimbursement transaction. This can save you time and effort.
  • You may include up to 5 documents in one transaction.
• Ensure each receipt is scanned clearly and legibly.
• Submit the reimbursement request in ClassWallet according to the guidelines provided here
  • By following these guidelines, you can ensure your reimbursement request is processed efficiently.