Travel and expense claim processing pause/freeze October 11-15

28 September 2021

As previously communicated, the Procurement team has redesigned the review and approval process for Travel & Expense and PER to streamline the current process, reduce complexity, and minimize cost. This new process will be implemented on October 18. All travel, expense and professional expense claims will route to Shared Services for review and approval. To prepare for this implementation, the Centre of Expertise and Shared Services ask for users submitting, reviewing and approving travel, expense and PER claims to be aware of the following:

Submit, review and approve all pending claims by October 8

If you have any claims in pending status, please submit them for review and approval. If you have any claims that need to be approved in any approval stage, please review and approve them in PeopleSoft by 4:00 PM on October 8. Any claims that are not approved will be sent back to the claimant in pending status and will need to be resubmitted after October 18. Independent reviewers and budget owners are asked to approve claims no later than 4:00 PM on October 8.

Processing Pause/Freeze period October 11-15 

Users are asked to not submit any new travel, expense and PER claims from October 11 - October 15 while we transition the system to the new process. Travel and expense claims can resume on Monday, October 18.

For details on upcoming changes, refer to the U of A for Tomorrow article: New Purchasing Card and Travel & Expense reconciliation processes to launch in October.

Questions about the process and change?

Phil Webb, Director, Logistics and Business Services |

Questions about Shared Services?

Craig Gawryluik, Director, Financial Services |