Tools & Forms
Business and Travel Expense Policy Summary
Missing Receipt Form - Use this form when you are missing a receipt that is required to be provided according to the Business and Travel Expense policy. Do not use this form if you can obtain a duplicate receipt from the merchant/vendor.
Expense - Duplicate Report - Use this form when you need to report a duplicate expense submitted on multiple ERs or on both a PRC and ER. A check must accompany this form (make payable to Carnegie Mellon University.
Expense Report - Taxable Reimbursement - Use this form when you need to report expenses being reimbursed via an expense report that are not in compliance with the university's Business & Travel Expense Policy. These items need to be treated as taxable income to the recipient.
Transportation Ticket Request Form - Use this form to initiate the purchase of tickets/reservations (airline, train, etc.) for approved university business travel. The selected travel agency will bill the university directly for the cost of your tickets.
Non-Employee Expense Report Form - Use this form to request reimbursement of business and travel expenses incurred by non-employees on behalf of the university.
Please note that this form contains both a GL and GM template. Select the appropriate form (GL-Orange Tab; GM-Green Tab) using the Microsoft Excel tabs at the bottom of the workbook.
Business & Travel Expense Policy Exception Authorization Form - Use this form in advance of a trip when requesting an upgrade or exception to the policy (i.e. business class travel upgrade). E-mail approvals may be used in replacement of the required form as long as the e-mails contain the required fields as prescribed on the form.
Travel Advance Form (employees only) - Use this form to request a travel advance for authorized university related business travel expenses.
Departmental Receipt Transmittal Form - This form may assist with arranging and gathering receipts for your expense report preparer.
Department Missing Receipt Form - Departments may choose to use this form for missing receipts on expenses that exceed a department or division mandated threshold. (Form under construction)
Please note that any missing receipts greater than $75 require the finance division Missing Receipt Form.
Pre-Trip Reimbursement Tracker - Departments can use this form to track employee reimbursements being processed prior to completion of the trip.