Latest Financial Updates

What's new: 

• Left‑hand navigation bar – The previous “Home” drop‑down menu has been replaced by a permanent navigation bar on the left side of the page. From here you can go directly to Requests, Expense, and Approval modules. 
• Footer links relocated – All links that were previously in the footer are now available under the Profile menu. 
• Footer removal – The page footer has been removed to reduce visual clutter.

If you have questions or need assistance navigating the new UI, please join Office Hours or submit a Services & Support case.  

Are you planning to travel for an upcoming conference or business event? As a reminder, providing a clear, detailed, and well-supported business purpose along with attaching all required receipts and the event agenda is essential for timely expense report processing. 

Why a Strong Business Purpose Matters

As required by UC Travel policy, a complete business purpose helps demonstrate how your trip or event supports the University’s mission, whether through teaching, research, patient care, public service, or other substantial University activities. The more comprehensive the justification submitted upfront, the less likely our office will need to follow up for clarification or return the report for revision. 

Documentation Required for Conferences

When attending a conference, please ensure you upload:

• The final conference registration invoice, and
• The conference agenda or program. 

Justifying Each Day of Travel

Campus procedures require documentation that supports the business purpose every day you are on travel status. Acceptable forms of documentation include:

• Meeting details: dates, times, locations, general topics, attendee names, and organizational affiliations.
• Agendas, brochures, or event announcements for conferences or professional events.
• For confidential meetings, provide as much information as possible without disclosing sensitive content.
• For complex, multi-destination trips, include a brief narrative explaining why each location was necessary.

Providing a thorough business purpose along with all required receipts and the agenda in your initial submission greatly reduces the need for follow-up questions or returns and will ensure smoother processing and faster reimbursement. 

In accordance with IRS regulations, Travel & Entertainment (Event) expenses must be submitted within 60 days after the travel or event end date. Failure to do so will result in taxable reporting. Note that per University of California policy, T&E expenses must be submitted for approval within 45 calendar days of the trip or event end date. 

Expenses submitted after this period of time are considered overdue and an explanation must be provided in the reconciliation.  For more information, reference the Timeframe for Travel and Entertainment Expense Submission Blink page.  

Amazon purchases on a Personal Amazon account is now restricted on the Procurement Card.  Amazon purchases must be made using the Amazon Marketplace Punchout in Oracle.

New UC meal rates now apply—Breakfast $34, Lunch $59, Dinner $103, Light Refreshments $24—use these for all upcoming entertainment and event expenses.