Policies and Procedures
Procedure 1301.1 – Reimbursing University Affiliates Travel
June 2, 2011
December 18, 2014
December 12, 2014
Director of Systems and Operations
Systems and Operations
University affiliates can be reimbursed for their business travel that supports the mission of the University.
Travel payment requests are created online in the Web Travel Application and submitted for approval electronically according to the criteria established by the administrative head of the using department.
Travel payment requests can also be done through ConnectCarolina.
Forms and Instructions
Instructions and training videos can be found on the Finance and Accounting Training Site.
All University staff preparing travel authorization/reimbursement documents are required to be certified through Travel Services. Please complete the Travel Preparer Certification Form, have it signed by the department chair/director and send to Travel Services team leader at CB# 1230. Please also provide five travel reimbursement numbers for review by Travel Services. Once the review is completed, the Travel Preparer Certification Form will be eligible for approval by Travel Services and a copy of the form, if approved, will be sent to the preparer.
- 1301.1.1f – Travel Preparer Certification Form
Office of State Budget Management Budget Manual, Section 5.1
Memorandum - “Increasing Efficiencies at the University of North Carolina at Chapel Hill," dated September 4, 2009.
December 18, 2014: Added information to Related Data section.
October 1, 2014: Updated references to current financial systems.
June 2, 2011