Travel & Expense Claims - T&E

Introduction

Travel Claims are used to facilitate the reimbursement of out-of-pocket expenses "when in the normal course of business activity, an individual must leave their work area to fulfill a general job (or academic) duty or to attend a conference, seminar, meeting, workshop and field research relating to the individual’s employment or fulfilling an academic obligation.”

Expense Claims are used to "facilitate the reimbursement of out-of-pocket expenses for the purchase of minor goods and services in the regular course of conducting business, teaching or research at the University. It is expected that other University purchase options Preferred Supplier Agreement, Corporate Purchasing Card, Low Dollar Purchase, Purchase Order be considered before ultimately resorting to the use of personal resources".

Applicability

Claimants are the individuals requesting reimbursement for paid out of pocket expenses. Ultimately, the Claimants are responsible for providing complete and accurate information to support the claim. That includes the verification of expenditures necessary for University operations and their compliance with University policy, procedures, granting agency /donor terms and conditions.

All Claimants are able to enter their own claims into PeopleSoft directly. Claimants can also choose to assign Data Entry Personnel to enter claims and advances on their behalf. Claims and advances, entered by the Authorized Data Entry Personnel, must be Validated by the Claimant.

Procedure

When you log into PeopleSoft your Home Page is displayed which contains the Self-Service Center tile. Under the Training/Resources header is the Claims & Credit Cards folder. Click the folder to expand it. Click the appropriate topic for more information.

Additional Considerations (Notes)