Travel & Entertainment

Travel Reimbursement

For support, please use our ServiceNow for Payment Services portal

Quick Reference Guide

All University Travel is governed by University of California – Policy G-28.  It is the policy of the University to comply with IRS regulations regarding the provision and reimbursement of business-related travel, and to conform to the IRS “Accountable Plan” rules.

For your convenience, the following link provides a summary of key travel policy requirements.

Travel Quick Reference Guide

Guest Traveler Request

Concur Training

Please visit our Getting Started with Concur Knowledge Base Article. Additional information can be found on our Travel Training webpage.

Direct Bill Payments (External)

This form should be used for all direct bill payments to vendors. This form is NOT to be used for cash advances or reimbursements to a traveler for personally funded travel expenses.

Direct Bill Payments (External) Form

Travel Delegate Setup

Concur utilizes the Delegate feature to allow employees the option to have a colleague prepare documents on their behalf. This permission must be given by employees themselves - they are consenting to having a colleague act as a Delegate on their behalf.

Please see How to Add a Delegate (Knowledge Base Article).