Travel Forms and Policies
Forms
- Pre-Approval Reports - Travel Authorizations and guidelines.
- Travel Pre-Approval Exception Form - Documentation of exceptions to travel pre-approval process.
- Cash Advances - Cash Advances and guidelines
- Expense Reports - Travel Expense Report
- Pre-Entertainment Approval - Request for business events, entertainment and promotional meals
- Pre-Approval Travel Expense Worksheet - Planning tool used in completing the Travel Approval Request
- Employee Travel Expense Report Worksheet - Preparation tool used in completing the Employee Travel Expense Report
- Mileage Log - A summary of miles and vehicle information incurred over a period of time, needed for reimbursement of personal miles
- Non-Travel Expense Report - Pcard reconciliation of items purchased and, out of pocket reimbursement incurred by U of I employees
- Employee Travel Expense Report - Travel expenses both Pcard and personal reimbursements incurred by U of I employees
- Lodging Sales Tax Exemption - ST-104 is required in order to receive Idaho sales tax exemption for lodging
- Individual Membership Form- Subscription or Membership purchased for individual use, approval is required
- Communication Stipend Form - Request for reimbursement for communication device
- Affidavit of Lost Receipt - If receipt is lost or unavailable, form must be completed and submitted with report
- Entertainment Request From - Request for business events, entertainment and promotional meals. Form must be filled out before expense is incurred.
- Auto Renewal Exception Form - Expenses that auto renew must be approved in advance and form submitted with expense.
- Late Reimbursement Affidavit Form - Expenses being reported 60 days or from origination must have form completed and submitted with report.
- US Bank Purchasing Cardholder Agreement Form- Form used for inital setup and creation of cardholder account.
- US Bank Purchasing Cardholder Update Only Form - To be used when only requesting updates to existing cardholder account
- US Bank Fleet Cardholder Account Form- Form is availble on Chrome River homepage for all requests in relation to fleet cardholders and fleet management.
Policies and Manuals
- Per Diem Chart - A summary of the U of I Per Diem guidelines.
- Reimbursement Policy - A summary of the U of I receipt requirements for reimbursement.
- Traveling with the U of I Purchasing Card
- Business and Promotional Meals while in Travel Status
- Combining Business and Personal Travel - Traveling in conjunction with personal travel
- International Travel - APM Section 70.23
- Student Travel - Summary of Student Travel Payment Process
- Compensation Time During Travel - How to calculate the compensation time for non-exempt staff while in travel status. Fair Labor and Standards Act.
- The Risk - Risk Management information provided for the traveler.
- Travel Time Reporting Guidelines- Guidelines for calculating and expensing travel times
- State of Idaho Travel Policies- State of Idaho official travel policies
- APM Guidelines Chapter 70- APM Chapter 70
- Purchasing Cardholder Manual- Manual for all purchasing card purchases