NOTICE: The Finance Policies and Procedures Manual, along with the previous manual, is undergoing changes. These sites are continually updated to reflect changes in business processes. If you cannot find the information you are seeking in these policies, email financecomm@unc.edu for more information.
Policies and Procedures

Procedure 1301.1 – Reimbursing University Affiliates Travel

Effective
June 2, 2011
Last Updated
December 18, 2014
Last Reviewed
December 12, 2014
Responsible University Officer
Director of Systems and Operations
Responsible Unit
Systems and Operations

Procedure Statement

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

Related Data

Travel Allowances

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.

For specific information on Advances, see Policy 1304. For specific information on conferences, seminars and workshops, see Policy 1306.

History

Revised:
December 18, 2014: Added information to Related Data section.
October 1, 2014: Updated references to current financial systems.
June 2, 2011