All business travel and funding must be authorized and documented prior to the start of the trip:
Domestic Travel - 10 Days in advance of departure date.
International Travel - 30 Days in advance of departure date.
Prior authorization is required whether or not the traveler will be reimbursed for any expenses from University of Arizona accounts.
Certain travel expenses may be prepaid using a UA purchasing method. These include conference registration fees, airfare, and in rare instances, hotel expenses. PCard-holders may charge conference registration fees to the PCard for travelers in their laboratories but, this should only be done after verifying that the travel authorization has been completed for each traveler and the expense approved by the account PI. Most PCard holders are not authorized to purchase airfare or other travel-related items. Please see Tracey when you are ready to purchase your airline tickets.
With sufficient notice, a travel advance may be issued to University employees for expenses that are not pre-paid, but only if the amount required exceeds $250. A request for a travel advance can only be made at the time the departmental Travel Authorization Worksheet is submitted. Travel advances will be direct deposited to the same bank account as the traveler's paycheck approximately 7 days before the trip.
Travel Expense Report/Reimbursements
If assistance is required to submit a Disbursement Voucher (DV) through UA Financials for your Travel expenses, please contact Lori Topp. In order for Lori Topp to assist and successfully submit a DV, the following documents will need to be completed and submitted as soon as possible after your return.
1) Travel Expense Report
Travel Expense Form
Preparing the Travel Expenses Form
Meal Reimbursement Policy
Domestic Lodging and Meal Amounts
Foreign Lodging and Meal Amounts
The following is an excel expense tool to assist you in calculating your travel expenses. breakdown_tool_for_travel_expense_report.xlsx
2) Receipts. Itemized receipts are required for the following expenses:
Airfare - electronic itinerary showing passenger's name, itinerary, & payment information or a paper Passenger Receipt showing dollar amount
Lodging - (see State of Arizona Meals/Lodging Per Diem Allowances)
Rental Car/Train tickets/etc. - DECLINE the collision/damage insurance for rental cars; it will not be reimbursed
Receipts are not required for taxi or subway expenses to and from the airport or within the destination city. These expenses should be itemized on the traveler's expense report, listing the date of the transaction, the dollar amount and the purpose or destination.
Personal travel - when extending a business trip to include personal time, only the lodging and meals for the business portion of the trip will be reimbursed. Personal time must be approved when the trip is authorized and appropriately recorded as personal time on the employee's time record.
Personal phone calls - including calls to your home residence/family cell phones
Movies & other hotel entertainment
Insurance - costs for flight insurance, medical insurance and collision damage insurance waivers are personal expenses and will not be reimbursed (exception: if a vehicle is rented overseas and the traveler is required to purchase the CDW).
For update University Travel Policy, please go to: http://policy.fso.arizona.edu/fsm/1400