Items of Interest

Travel and Expense Reimbursement Policy Updates

Effective June 1, 2009, the following updates have been made that impact travel and expense reimbursement. Please note that any travel expense reports  in progress are not affected by these changes.

Summary of changes:

  • Receipts for travel expenses are now required only for expenses exceeding $25. Actual expenditure limitations are still in effect per Wisconsin Statute and may be found on theReceipt Requirements (201.L-Travel) policy web page. Detailed receipt requirements for specific expense types are listed at http://www.bussvc.wisc.edu/acct/policy/travel/receipt.html.
  • As part of the phased rollout of the new online e-Reimbursement system, the Travel and Expense Reimbursement web pages at http://www.bussvc.wisc.edu/acct/TEWeb/index.html have been redesigned and the related policies have been restructured for clarity and consistency. The revised web site is organized into the following sections:
    • Current Paper Process – for all users that have not received notification to begin using the new e-Reimbursement system
    • e-Reimbursement – this new system is gradually being released across campus during 2009-2010
    • Travelport – for online booking of airfare, available for all users, with both the current paper process and new e-Reimbursement process
    • Trip Planning – available for all users, with both the current paper process and new e-Reimbursement process

Please note that with the web site redesign, some links have changed. Visit the new web site,Travel and Expense Reimbursement at http://www.bussvc.wisc.edu/acct/TEWeb/index.html, and update your browser bookmarks or favorites.

The travel and expense reimbursement policy now reflects changes to both the paper travel and expense reimbursement process and where appropriate, e-Reimbursement. Please note that there are three new policy titles: 201.Q-Travel: Other Non-Travel, 201.R-Travel: Other Travel, and 201.S-Travel: Registration Fees. A list of updated policy titles may be found at http://bussvc.wisc.edu/acct/policy/ppindex.html. If you have any questions, please e-mail them to uwtravel@bussvc.wisc.edu.

Receipt and Sales Credit Processing Changes

Starting in April 2009, Receipt and Sales credits will be posted in SFS directly.

All revenue and sales credit transactions will use SFS coding on the forms used to report receipts and sales credits to the Bursar’s Office and Accounting Services. The Receipt/Sales Credit Deposit and Receipt/Sales Credit Transfer forms and instructions used to facilitate these processes have been changed and are listed on the Cash Management web page at http://www.bussvc.wisc.edu/acct/cashmgt.html and the Accounting Services Form Index web page at http://www.bussvc.wisc.edu/acct/forms.html. Please update your bookmarks and web links to reflect the following changes:

Procedures for depositing money to the bank will not change.

Deadline dates for FY 2009 transactions and encumbrance dates for FY 2010 requisitions

A link to instructions that will assist your staff in processing FY 2009 requisitions and transactions and also advise them of encumbrance dates for FY 2010 requisitions can be found below.

Note: Items of Interest links remain on this page for approximately three months. You may access respective pages via the search feature or navigation from the left-hand menu once they are removed from Items of Interest.


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