Tagged: Travel-PCard-Expense

All PCard Forms that support the issuance of a new PCard or adjustments to an existing PCard will be moved from DocuSign to Workday on Monday, August 12.

All PCard Forms that support the issuance of a new PCard or adjustments to an existing PCard will be moved from DocuSign to Workday in August 2024. More information regarding the implementation date will be announced in the next NewsLink posting.

The PCard Office is offering an Information Session and Demonstration to provide guidance and resources to assist with the transition of the PCard Application and Maintenance Forms into Workday.

In an effort to improve travel data analytics, the Travel Office has coordinated updates with the FDM team (effective Monday, July 1) to separate expense items into distinct spend categories for enhanced reporting. Careful consideration should be made when selecting expense items or spend categories that can affect travel expense data and downstream reporting.

The Expense Office has launched a new webpage that provides guidance and resources for processing Non-Travel Reimbursements and Miscellaneous Payments including links to processing tools and job aids, reporting options, frequently asked questions, and news updates. 

Mark your calendars and join us for the new monthly Travel, PCard, and Expense Office Hours! Starting July 2024, the Travel, PCard, and Expense Office will be hosting office hours as a joint session. This is a great opportunity to stay connected to current news, updates, and ongoing processing support.

The Travel Office is offering a working lab to assist with year-end responsibilities to ensure Expense Reports are completed and Spend Authorizations are cancelled and/or closed by the end of the Fiscal Year (June 28, 2024). Check out the full Business and Finance Travel post for more details and a link for joining the session.

The PCard Office is offering a working lab to assist with year-end responsibilities to ensure PCard transactions are processed with an approved Expense Report by the end of the Fiscal Year (June 28, 2024). Check out the full Business and Finance PCard post for more details and a link for joining the session.

Per the Travel Policy, all cash advances must be reconciled and substantiated within 30 days of completion of the trip. If a trip is cancelled, the traveler must repay the cash advance immediately.

The University Travel Office is offering Information Sessions to provide guidance and resources to assist with planning and arranging business travel.

Spend Authorizations and Expense Reports now permit the designation of a specific position for payees who hold split positions.