Dartmouth Approval & Exception Matrix | UMass Office of the President

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 Dartmouth 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 codes	Allowed Expense Type(s)	Routes to supervisor for approval	Routes to Dean, Provost or VC for approval	Routes to Controller for approval	Routes to Grants for approval	Routes to HR for approval	Routes to Chief Research Officer for approval	Routes to Chief of Police for approval
Business Class Airfare-exception	Business Class Airfare	Yes	Yes	Yes	No	No	No	No
Dues/membership on sponsored funds-exception	Memberships-Conference OR Memberships-Non Conference OR Professional License/Dues	Yes	No	No	Yes	No	No	No
Employee Recognition Gift/Award>$100-exception	Employee Recognition Gift	Yes	Yes	No	No	Yes	No	No
Employee Recognition-Campus Wide Up to $100-prior approval	Employee Recognition Gift	Yes	No	No	No	No	No	No
Employee Retirement Gift Up to $400-prior approval	Employee Retirement Gift		Yes	No	No	No	No	No
Employee Retirement Gift>$400-exception	Employee Retirement Gift	Yes	No	No	No	Yes	No	No
Employee Sympathy Gift Up to $100-prior approval	Tangible Gift (Employee)	Yes	Yes	No	No	No	No	No
Employee Sympathy Gift>$100-exception	Tangible Gift (Employee)	Yes	Yes	No	No	No	No	No
Event with Alcohol-prior approval	Event with Alcohol	Yes	Yes	Yes	No	No	No	Yes
Event without Alcohol>$500-prior approval	Event	Yes	Yes	No	No	No	No	No
Gift card - Human Subject/Non-sponsored funds-prior approval	Gift Card	Yes	No	No	No	No	Yes	No
Gift card - Human Subject/Sponsored funds-prior approval	Gift Card	Yes	No	No	No	No	Yes	No
Gift card - Non-Human Subject-prior approval	Gift Card	Yes	No	Yes	No	No	No	No
Gift/award provided to External Organizations-prior approval	Gifts - External Organization	Yes	Yes	Yes	No	No	No	No
Gift/award to a Non-Employee>$100-exception	Gifts - Non Employees	Yes	No	No	No	No	No	No
Non-travel Paid out of Pocket-exception	Non-travel expense types only	Yes	Yes	Yes	No	No	No	No
Other Unallowable Non-Travel Expense-exception	Non-travel expense types only	Yes	Yes	Yes	No	No	No	No
Other Unallowable Travel Expense-exception	Travel expense types only	Yes	Yes	Yes	No	No	No	No
Prof. Dues & Subscriptions for "lifetime memberships"-exception	Memberships-Lifetime	Yes	Yes	No	No	No	No	No