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:
- 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.
- The Travel Collaborative for all international travel reservations, group travel support, complex travel arrangements involving two or more cities (live agent booking).
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.
Forms & Approval Matrices
Access the Business & Travel Expense prior approval and exception forms, as well as your campuses additional approval matrix.
Learn more about what you need to do prior to traveling internationally.
Provides insight into agreements the University and its partners have negotiated with airlines, hotels, parking services, and general ground transportation providers.
Best Practices and Tips
Provides information on what travelers should do before, during, and after their travels.
Contains information on how to procure vehicle and international insurance before your travel.
Job Aids & Resources
|Overall reference guide for the travel and expense process|
|Provides instructions on how to complete an Expense Report in the University’s PeopleSoft Finance System (Expense Module)|
|Demonstrates the process of deleting an expense report that is pending or has not been approved|
|Demonstrates how to approve employee travel in PeopleSoft|
|Demonstrates how to register for Terra Dotta|
|Docusign form for missing receipt|
|Guide for the prior approval and exception process|
|Form used to document non-employee travel expenses incurred on UMass Bank Card (UMass Amherst Only)|
|Provides instructions on how to complete a Travel Authorization in the University’s PeopleSoft Finance System (Expense Module)|