Forms – Travel & Entertainment Reimbursements
Remember, the Direct Enter process introduced by the Controller’s Office, must be used on/after July 2, 2018 to directly enter all travel reimbursement requests (at: https://reimburse.berkeley.edu) versus filling out CSS travel forms. If your department would like to discuss using the new process, Divisional Finance Leaders (DFLs) can offer additional support and guidance regarding Direct Enter for campus departments. The list of DFLs are listed here: https://cfo.berkeley.edu/divisional-finance-leaders#dfl. The updated 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.
Campus Shared Services (CSS) will begin returning non-complex* travel reimbursement requests that are dated July 2nd and after and ask travelers to self process via Direct Enter as CSS no longer processes these types of requests.
*Complex requests – defined as those involving extensive foreign currency transactions with multiple destinations as well as travel reimbursements for students and visitors.
- Domestic Travel Form-CSS (PDF)
- Domestic Travel Form-CSS (xlsx.)
- International Travel Form-CSS (PDF)
- Entertainment Reimbursement Form-CSS (PDF)
- Entertainment Purchase Order & Event Planner Card Expense Form (PDF)
For additional help with submitting reimbursements or general travel information, refer to the UC Berkeley Travel website – Report Expenses.
Forms – Purchasing (Procurement)
Purchasing/Procurement forms can all be found in BearBuy, and listed based on the type of transaction. If you’re not sure what form to use, check out this Supply Chain Management page: “What form should I use?”