Business & Travel Expense Policy
On February 1, 2011, a revised Business and Travel Expense Policy was formally approved. The policy is effective March 14, 2011.
For questions regarding the policy or the submission of expense reports please send inquiries to firstname.lastname@example.org or contact the Financial Systems Help Desk at 8-4666.
POLICY DEVELOPMENT & CHANGES:
The revised policy replaces two existing university policies:
- Non-travel Business Expense Reimbursement Policy
- Travel Expense Reimbursement Policy
The revised policy covers all business and travel expenses incurred on behalf of the university whether through direct payment by the university, with a university purchasing card, or with personal funds to be reimbursed via an expense report.
Training regarding the revised policy and related Oracle Financials system updates are available in a variety of formats:
- Large group training sessions
- Smaller division specific training sessions
- Individual on-line self-study materials
You can find more detailed information about the available training sessions on the Policy Training Page.
BTE TOOLS and FORMS:
Implementing a revised policy generally necessitates changes in exisiting behaviors or business processes and the revision to this policy is no different. To aid faculty, staff, divisions, and schools with the transition to the revised policy, a number of materials have been developed.
More detailed information is available on the BTE Tools & Forms.
Policy changes and revisions also necessitate changes in how the policy and new processes will be monitored and audited.
For more detailed information visit the Audit Approach Page.