Lowell 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 Lowell 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 or VC for approval	Routes to Controller for approval	Routes to HR for approval	Routes to Provost for approval
Business Class Airfare-exception	Business Class Airfare	Yes	Yes	No	No	If Lowell Provost Special Funding is "Yes"
Dues/membership on sponsored funds-exception	Memberships-Conference OR Memberships-Non Conference OR Professional License/Dues	Yes	Yes	No	No	If Lowell Provost Special Funding is "Yes"
Employee Recognition Gift/Award>$100-exception	Employee Recognition Gift	Yes	Yes	No	Yes	If Lowell Provost Special Funding is "Yes"
Employee Recognition-Campus Wide Up to $100-prior approval	Employee Recognition Gift	Yes	No	No	Yes	If Lowell Provost Special Funding is "Yes"
Employee Retirement Gift Up to $400-prior approval	Employee Retirement Gift	Yes	No	No	Yes	If Lowell Provost Special Funding is "Yes"
Employee Retirement Gift>$400-exception	Employee Retirement Gift	Yes	Yes	No	Yes	If Lowell Provost Special Funding is "Yes"
Employee Sympathy Gift Up to $100-prior approval	Tangible Gift (Employee)	Yes	No	No	No	If Lowell Provost Special Funding is "Yes"
Employee Sympathy Gift>$100-exception	Tangible Gift (Employee)	Yes	No	No	No	If Lowell Provost Special Funding is "Yes"
Event with Alcohol-prior approval	Event with Alcohol	Yes	Yes	No	No	If Lowell Provost Special Funding is "Yes"
Event without Alcohol>$500-prior approval	Event	Yes	Yes	No	No	If Lowell Provost Special Funding is "Yes"
Gift/award provided to External Organizations-prior approval	Gifts - External Organization	Yes	Yes	No	No	If Lowell Provost Special Funding is "Yes"
Gift/award to a Non-Employee>$100-exception	Gifts - Non Employees	Yes	No	No	No	If Lowell Provost Special Funding is "Yes"
Human Subject Compensation>$100-exception	Human Subject Compensation	Yes	No	No	No	If Lowell Provost Special Funding is "Yes"
Non-travel Paid out of Pocket-exception	Non-travel expense types only	Yes	Yes	Yes	No	If Lowell Provost Special Funding is "Yes"
Other Unallowable Non-Travel Expense-exception	Non-travel expense types only	Yes	Yes	Yes	No	If Lowell Provost Special Funding is "Yes"
Other Unallowable Travel Expense-exception	Travel expense types only	Yes	Yes	Yes	No	If Lowell Provost Special Funding is "Yes"
Prof. Dues & Subscriptions for "lifetime memberships"-exception	Memberships-Lifetime	Yes	Yes	Yes	No	If Lowell Provost Special Funding is "Yes"