Payments for Travel and Other Reimbursable Expenses

Travel Expenses

The Travel Management unit within Supply Management Services (SMS), which operates under the Vice-President (Finance and Administration) portfolio, is responsible for providing the university with efficient and effective travel products and services to meet the needs of the campus community, and for travel expense business processes.

Information on the university’s travel program (UALBERTA Travel Program) is available from SMS’s Travel Management Web site. This Guide section summarizes the financial administration of travel expenses, excluding those paid through the Professional Expense Reimbursement (PER) program.

Link:

Supply Management Services – Travel Management

Employee Travel Expenses

Reimbursements to employees for travel expenses are processed through the PeopleSoft Travel & Expense module.

UAPPOL Procedures:

Travel Card Procedure

Travel Expense Procedure

Travel Expense Procedure - Appendix A - Schedule of Allowable Travel Expenses

Non-Employee Travel Expenses

University business travel expenses may be incurred by non-employees such as the following:

  • visiting speakers, lecturers or researchers
  • students participating in field trips or other curricular activities
  • interviewees for university positions

Reimbursements to non-employees for travel expenses are processed through SMS – Payment Services.

UAPPOL Procedure:

Payment Procedure

Other Reimbursable Expenses 

Expense Reimbursement – Goods and Services

Procurement and Contract Management (PCM) within Supply Management Services is responsible for expense reimbursement for goods and services, excluding those paid through the Professional Expense Reimbursement (PER) program.

Only employees may claim reimbursement for goods and services. The use of personal resources to purchase goods and services for university business purposes is generally discouraged. The university has implemented various methods to facilitate the purchase of lower value goods and services (refer to Chapter 10: Procurement). It is recognized, however, that, in rare circumstances, using personal funds may be the most practical method available.

These reimbursements for are processed through the PeopleSoft Travel & Expense module.

UAPPOL Procedure:

Expense Reimbursement – Goods and Services Procedure 

Professional Expense Reimbursement

The Professional Expense Reimbursement (PER) program provides eligible academic staff with an annual allocation of funds for the reimbursement of eligible expenses incurred for the performance of their professional responsibilities. This program is administered by Human Resource Services.

These reimbursements are processed through the PeopleSoft Travel & Expense module.

 Link:

Professional Expense Reimbursement 

 

Last updated: November 2015