Approving Employee Travel in PeopleSoft |
Travel & Expense |
Job Aid |
Demonstrates how to approve employee travel in PeopleSoft. |
Bank Card Travel Expenses - Creating an Expense Report |
Bank Card, Travel & Expense |
Job Aid |
Describes how to create an expense report in PeopleSoft for Bank Card travel expenses. |
Bank Card Travel Expenses - Creating an Expense Report - Copy from Travel Autho… |
Bank Card, Travel & Expense |
Job Aid |
Describes how to create an expense report that includes a travel authorization in PeopleSoft for Bank Card travel expenses. |
Business and Travel Expense Policy |
Travel & Expense |
Policy |
Outlines the policy around business and travel expenses incurred by any University of Massachusetts employee while conducting University business. |
Campus Prior Approval & Exception Guide |
Travel & Expense |
Job Aid |
Guide for the prior approval and exception process.
|
CEO Business Expense Policy |
Travel & Expense |
Policy |
Outlines the policy around business and travel expenses incurred by the President or any Chancellor of the University of Massachusetts while conducting University business. |
Deleting an Expense Report in PeopleSoft |
Travel & Expense |
Job Aid |
Demonstrates the process of deleting an expense report that is pending or has not been approved in PeopleSoft. |
Entering a Travel Authorization |
Travel & Expense |
Job Aid |
Provides instructions on how to complete a Travel Authorization in PeopleSoft. |
Entering an Expense Report in PeopleSoft |
Travel & Expense |
Job Aid |
Provides instructions on how to complete an Expense Report in PeopleSoft. |
Missing Receipt Form |
Travel & Expense |
Form |
DocuSign form to be used and uploaded with your bank card statement if you are missing a receipt. |
Non-Employee Travel Documentation Form (Amherst Only) |
Travel & Expense |
Form |
Amherst Only - Form used to document non-employee travel expenses incurred on a UMass Bank Card. |
Registering Your Travel in Terra Dotta |
Travel & Expense |
Job Aid |
Demonstrates how to register your travel in Terra Dotta. |
Travel & Expense Reference Guide |
Travel & Expense |
Reference Guide |
Outlines steps needed before, during, and after traveling. |