Carnegie Mellon University

Business and Travel Expense (BTE) Policy Training

A variety of materials are available regarding the university’s BTE policy and its impact on expenses incurred on behalf of the university, particularly related to expense reimbursement (ER) and purchasing card (PCard) processes.

Training regarding the policy is available in the following formats:

  • Online self-study materials
  • Division-specific training (available upon request)

Additional training is required before users are granted access to the Oracle Financial System to submit IE Expense Reports and/or IE Procurement Card Reports.  Visit the Finance Division Training page to see the training requirements.

Online BTE Policy Self-Study

Policy Overview

For those who may incur, prepare, and/or approve university expenses.

Expense Preparers

For individuals who have responsibilities which include preparing expense reports and/or purchasing card verification reports.

Expense Approvers

For individuals who have responsibilities which include approving expense reports and/or purchasing card verification reports.