1. Approving Official Travel Training

2. Highlighted Changes One Travel Form
Electronic Routing and Approval via
Electronic Uploading of Receipts
Single Approval from Approving Official via
Pre Travel for Non-Blanket
Post Travel for Blanket

3. Overview of the Blanket Travel Process
Employee’s supervisor submits blanket authorization to Travel Compliance Office (TCO), unless exempted by procedure
Upon return from each trip, upload receipts via US Bank, allocate and route expenses to the TCO
Complete post travel information on of Travel Expense Report (TER) and submit electronically to Approving Official for approval
Approving Official approves and submits TER to TCO for audit and employee reimbursement for out of pocket expenses

4. Overview of the Non-Blanket Travel Process
Complete the Travel Authorization Info section of the TER and submit electronically to Approving Official
Approving Official s approved TER to the TCO and traveler. Employee is authorized to travel
Upon return, traveler allocates expenses, completes Post-Travel Info on TER and submit electronically to the TCO
TCO audits the TER, US Bank expenses, and reimburses travelers for out of pocket expenses

5. Travel Expense Report

6. Approving Official Responsibility (Blanket)
Review TER post-travel
Looking for reasonableness of expenses as listed on TER
Not required to review receipts or approve US Bank OneCard expenses
Vikki Wright will audit travel expenses against TER
Upon successful review, send TER to

7. Approving Official Responsibility (Non-Blanket)
Review TER pre-travel
Looking for reasonableness of expenses as listed on TER
Not required to review TER post-travel
Upon successful review, send TER to and copy traveler
Once this is sent, the traveler may begin booking expenses (No need to wait for TA)

8. Submitting for Approval
All travel related expenses are sent to Vikki Wright for audit and approval
All non-travel related expenses are sent to the appropriate Approving Official for review and approval

9. Reimbursement for Travel Expenses
Completed Travel Expense Report (TER) should be submitted within 10 days of completion of travel to avoid reimbursement becoming taxable
Reimbursement generally occurs within 10 days of submission to Accounts Payable as long as documentation, authorization and receipts are in order

10. Things that delay the Travel Authorization and Reimbursement process…
Reimbursement Issues
Things that delay the Travel Authorization and Reimbursement process…
NSF – Non-Sufficient Funds
Missing required signatures
Missing receipts/documentation
Incomplete forms

11. Questions??… Questions??… End Contact Alisha Mendelson @ 248-1433
Contact Bryan
Contact Vikki