Travel & Entertainment (T&E) Reimbursements
Remember, the Direct Enter process introduced by the Controller’s Office, must be used by July 2, 2018 to directly enter all travel reimbursement requests versus filling out CSS travel forms. If your department would like to discuss using the new process, your business office can contact Dan Parnas, Accounts Payable and Travel Operations Manager (firstname.lastname@example.org) for a demo. The improved process provides a much faster turnaround time (in some cases, five (5) business days or less for processing) and you’ll have online visibility into the status of your reimbursement.
CSS B&FS will continue to be available to assist with processing more complex travel reimbursements, if necessary, that involve extensive foreign currency transactions or multiple destinations and with travel reimbursements for students and visitors. B&FS will continue to process non-travel related expense reimbursements and they will:
- Receive forms/documentation to support travel or entertainment reimbursement
- Assemble and analyze documentation
- Assist with obtaining exceptional approvals
- Set up of outside (non-Berkeley) payees for payment (reimbursement)
- Process in T&E system
- Review for campus policy and compliance, and approve
- Submit to Disbursements for payment
- As needed, follow up with customers
Need to know more general travel information?
Check out the Berkeley Travel website for various travel-related tools and information as well as the campus’ Travel & Entertainment (T&E) reimbursement policies.
Just looking for some basics? Check out the Travel Policy in a Nutshell.
Instructions for some common T&E transactions are shown below. If you need more detailed instructions, check out this Step by Step Guide for T&E Reimbursements.
Download the applicable form: In BearBuy, go to: Additional References:
Download the applicable form:
In BearBuy, go to: