T & E


Only expenses related to the 2019 Fairstone Kickoff can be expensed back to Fairstone.


Note: Hotel rooms and parking should NOT be claimed as these are booked in group and are already paid by Fairstone. You are responsible for all incidental personal charges incurred at the Centre Sheraton Hotel. The hotel maintains a separate account for your incidental expenses – videos, minibar, room service, newspapers, gift shop purchases, etc. These costs are not eligible for reimbursement. Please use your personal credit card for all expenses incurred.


Eligible costs that can be expensed:

If you drove to Montréal, your mileage is eligible for reimbursement. Parking
is paid by the event.
Food and beverage during the event dates only when meals were not provided. Any additional meal expenses will be subject to the “Expense Management Policy.”

All expenses related to the 2019 Fairstone Kickoff should be entered in Workday using the following steps: 

  1. Login to Workday
  2. Click on Expenses
  3. Click on Create Expense Report
  4. Under Expense Report Information, enter the following information:
    1. Creation Options: “Create New Expense Report”
    2. Company: “LE001 Fairstone Financial Inc.”
    3. Expense Report Date: the date is generated automatically
    4. Cost Center: pre-populated based on your cost center
    5. Location: “Montréal Head Office”
    6. Additional Worktags: enter “PRJ00296” and “Project: 2019 Fairstone Kickoff” will appear automatically.
    7. Business purpose: enter “Internal meeting/Event”


Note : Please make sure to change the line item date to match the date on the receipt/the date of travel (ex. for mileage)