Overview, Business expenses at UMass can be broken down into two broad categories: allowable and non-allowable. Allowable expenses may be paid for using University funding or reimbursed if you pay out of pocket. Non-allowable expenses generally cannot be paid for using University funding and will not be reimbursed. The following sections cover the types of expenses that are allowable and non-allowable.…, Allowable Expenditures, The following types of expenses are generally allowable or reimbursable under the University’s Business and Travel Expense Policy. See the Key Terms and Definitions page for definitions of these terms. Campus Events Campus Meetings & Committees Business Entertainment Recruitment, Soliciting Donors, and Hosting Non-travel Purchases Professional Dues and Subscriptions, Non-Allowable Expenditures, The following types of expenses are generally not allowable or reimbursable under the University’s Business and Travel Expense Policy. Excessive or extravagant costs Political contributions Personal violations or fines including speeding or parking tickets Gifts or any type of compensation to University employees other than those provided through official recognition programs approved in…, Approvals, Documentation Requirements, and Exceptions, See the Approvals, Documentation Requirements, and Exceptions page for detailed information about the approvals process, required documentation, and exceptions.
Type: Basic page
Type: Basic page
Overview, Most types of expenditures are subject to approval and documentation requirements in order to be paid by the University. In addition, exceptions may be granted for certain expenditures which would normally be unallowable but only when proper justification and approvals are obtained., Prior Approval and Exceptions for Non-Allowable Expenses, Prior Approval , Certain expenses require approval , before, you make a purchase. Expenses which require prior approval are outlined in the Additional Approval Matrix . Prior Approvals must be submitted and approved through Concur Request. To receive reimbursement for an expense that requires prior approval, in Concur Expense, you must link the prior approval to the expense report proving that the approved prior approval was received before the purchase…, Exceptions for Non-Allowable Expenses, In certain circumstances, exceptions for expenses to be paid by the University which are normally unallowable may be granted with proper justification and approval. See the Additional Approval Matrix for a list of exceptions. Exceptions must be submitted and approved through Concur Request. To receive reimbursement for an expense that requires and exception, in Concur Expense, you must link the…, The Additional Approval Matrix, The Matrix detailing prior approvals and exceptions can be found here: Forms & Prior Approval Matrices, Required Documentation for Reimbursement, In order to be reimbursed for a business and travel expense, an expense report must be completed and include the following documentation: Statement of business purpose for incurring the expense Date of expenditure Description of expenditure, including clarification for any unusual expenditures Account numbers Appropriate signatures: Employee Supervisor PI /PI delegate (if on a sponsored grant)…, Please note: , Certain expenses require additional documentation, which is outlined in the Additional Documentation Requirements Table ., Approvals for Reimbursement of Allowable Expenses, All allowable expenses reimbursements must be approved by the employee’s supervisor. All requests for expense reimbursement require the following signatures: Employee submitting the expense reimbursement request Employee’s supervisor as the Approver Principal Investigator and/or individual with spending approval authority whenever grants are the funding source.
Type: Basic page
Summit dashboards are created and maintained by the EDA team for use by all campuses, with self-service reporters creating their own for themselves and their campuses. Access to the dashboards is subject to approval by Data Custodians. Please contact your campus lead to inquire further. Log in at the bottom of the page to access these dashboards, Executive, Multiple dashboards exist in Summit OAC and Summit Tableau for the consumption of University leadership and the Board of Trustees. These include A&F Executive Dashboard and SPARC., Human Resources, A set of dashboards is available to supervisors across the campuses to help with their daily responsibilities related to Hiring, Managing, and Paying their staff. In addition, dashboards are available for monitoring immigration status, projecting collective bargaining agreement costs and historical reports from the University legacy payroll systems. A listing of the HR dashboard names is in a…, Student, Dashboards draw on reports using the Admissions funnel, predictive decisions, and applicant profile. These are used to monitor recruitment, capacity planning, enrollments, and more. The Student data community is very active in creating and maintaining their own dashboards. A listing of the Student dashboard names is in a UMSO Knowledge article., Finance, Finance Dashboards are used to assist the managers with monthly reporting of Actuals, Encumbrance against their Budget and Revenue data. Summary data is available with drilling capabilities chartfield demographics and transactional level detail. Academic Departments have access to summary and transaction level detail to see spending by chartfield demographics. Data for Capital & Non Capital…, Campus Developed Dashboards, Analytics experts across the campuses have developed thousands of reports and dozens of interactive dashboards for the use of their constituencies on Summit OAC and Summit Tableau. More are being developed every day.
Type: Basic page
Sprintax Calculus, Step-by-Step Training Manual, Here are training guides to help you complete your Sprintax Calculus profile: Sprintax Calculus UMass User Training Manual Please take a minute to review this manual/tutorial before you start, as it will make it much easier for you to navigate through this process and answer frequently asked questions. , Accessing Sprintax, You should receive an email to your @umassxxx.edu email from noreply@sprintax.com titled “University of Massachusetts - Welcome to Sprintax Calculus”. This email will be sent to a personal email account only if we do not have a UMassxxx.edu email account for you. If you do not activate your account within 24 hours of receiving this email, you can request a new activation link by clicking the…, Deadline, Please complete your Sprintax Calculus profile as soon as possible, and we would like to have your taxes set up properly when you start to get paid., What is Sprintax Calculus?, Sprintax Calculus is a secure online tax compliance system designed to give Nonresident Aliens and Resident Aliens the ability to provide the University of Massachusetts with their immigrant and tax data efficiently and effectively. Sprintax Calculus will help you: Determine residency for tax purposes Tax treaty eligibility, and Produce the tax forms applicable to your case, based on the…
Type: Basic page
Introduction, UMass is required, annually, to certify/recertify user's access to our key administration and finance applications: PeopleSoft HR, PeopleSoft Finance, BuyWays, and Summit. The Oracle Identity Manager platform has been configured to facilitate this process. On this page you will find common questions and responses as well as resources for help and support.
Type: Basic page
Type: Basic page
Type: Basic page
Thank you for contacting the Enterprise Data Analytics team. You will hear from someone soon!
Type: Basic page
Type: Basic page
