Notice: If you have been transitioned to Concur, visit the new Travel & Expense website for information on trainings, resources, and support.

The UMass Travel & Expense Program manages all travel and business expenses related transactions in alignment with the various UMass business and travel expense related policies and standards: (Business & Travel Expense Policy (2021), and  CEO Business Expense Policy (2019)). 

When traveling on University business, the University of Massachusetts encourages travelers to book through one of the University's preferred travel agencies:

  1. Egencia for domestic point-to-point travel (online booking). If you are logging into Egencia for the first time, please use this link to register, Egencia Account Registration.
  2. The Travel Collaborative for all international travel reservations, group travel support, and complex travel arrangements involving two or more cities (live agent booking).
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Business & Travel Expense Policy and Standards

View the updated business & travel expense policy and standards that outlines allowable/non-allowable expenses, as well as prior approval and documentation requirements. 

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Forms & Approval Matrices

Access the Business & Travel Expense prior approval and exception forms, as well as your campuses additional approval matrix.

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International Travel

Learn more about what you need to do prior to traveling internationally. 

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Travel Agreements

Provides insight into agreements the University and its partners have negotiated with airlines, hotels, parking services, and general ground transportation providers.

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Best Practices and Tips

Provides information on what travelers should do before, during, and after their travels. 

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Travel Insurance

Contains information on how to procure vehicle and international insurance before your travel. 

Job Aids & Resources

Job Aid/ResourcePurpose

Travel and Expense Reference Guide

Overall reference guide for the travel and expense process

Entering an Expense Report

Provides instructions on how to complete an Expense Report in the University’s PeopleSoft Finance System (Expense Module)

Deleting an Expense Report

Demonstrates the process of deleting an expense report that is pending or has not been approved

Approving Employee Travel in PeopleSoft

Demonstrates how to approve employee travel in PeopleSoft

Terra Dotta Registration

Demonstrates how to register for Terra Dotta 

Missing Receipt Form

Docusign form for missing receipt 

Prior Approval & Exception Guide

Guide for the prior approval and exception process

Non-Employee Travel Documentation Form (Amherst Only)

Form used to document non-employee travel expenses incurred on UMass Bank Card (UMass Amherst Only)

Travel Authorization Entry in PeopleSoft (Dartmouth & President's Office Only)

Provides instructions on how to complete a Travel Authorization in the University’s PeopleSoft Finance System (Expense Module)

Frequently Asked Questions

Our Knowledge Base has answers to the most frequently asked questions that asked by our constituents.

Travel & Expense FAQs