Special Announcement: UMass Travel Partner Spotlight Series

The Travel and Expense team is co-hosting a special multi-part series with UMass Travel Partners. This series showcases the benefits of using our Travel Partners for your business travel needs. Register and learn more about the series, including dates and times for upcoming sessions on the UMass Travel Partner Spotlight Series webpage.

This page is the UMass Amherst guide to Concur expense additional approvals. This page covers approval authority for the reason codes and expense types that require additional approval through Business and Travel Expense policy processes.
Reason codesAllowed Expense Type(s)Routes to supervisor for approvalRoutes to Dean, Provost or VC for approval1footnote
Business Class Airfare-exceptionBusiness Class AirfareYesYes
Department non-business meal/celebration-prior approvalEvent OR
Event with Alcohol
YesYes
Employee Recognition Gift/Award Up to $100-prior approvalEmployee Recognition GiftYesYes
Employee Recognition Gift/Award>$100-exceptionEmployee Recognition GiftYesYes
Employee Retirement Gift>$400-exceptionEmployee Retirement GiftYesYes
Employee Sympathy Gift>$100-exceptionTangible Gift (Employee)YesYes
Event with Food & Beverage No Alcohol>$500-prior approvalEventYesYes
Event with Food & Beverage With Alcohol (all)-prior approvalEvent with AlcoholYesYes
Exceed Allowable business meal and/or alcohol limits-exceptionBusiness Meals (Attendees) OR
Event
YesYes
FY Blanket Event with Food & Bev No Alcohol>$500-prior approvalEventYesYes
FY Blanket Event with Food & Bev With Alcohol-prior approvalEvent with AlcoholYesYes
Gift Card Purchase-exceptionGift Card OR
Human Subject Compensation OR
Employee Retirement Gift
YesYes
Gift/award provided to External Organizations-prior approvalGifts - External OrganizationYesYes
Gift/award to a Non-Employee>$100-exceptionGifts - Non EmployeesYesYes
Human Subject Compensation>$100-exceptionHuman Subject CompensationYesYes
Human Subject Compensation≤$100-exceptionHuman Subject CompensationYesYes
Non-travel Paid out of Pocket-exceptionNon-travel expense types onlyYesYes
Other Unallowable Non-Travel Expense-exceptionNon-travel expense types onlyYesYes
Other Unallowable Travel Expense-exceptionTravel expense types onlyYesYes
Prof. Dues & Subscriptions for "lifetime memberships"-exceptionMemberships-LifetimeYesYes
Raffles and Door Prizes>$100-exceptionGifts - Non Employees OR
Tangible Gift (Employee) OR
Gifts - Employees
YesYes
Reimbursement of personal cell phone service fees-exceptionTelephone/faxYesYes
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    For non-academic areas, Director's can be allowable designees for Dean, Provost or VC approval.