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In order for a travel and entertainment (T&E) reimbursement to be processed prior to winter closure, the related Concur expense report must have an Approved & In Accounting Review status by 5 p.m. PT Wednesday, December 3. Reports reach this status once they have completed all departmental approval steps and been routed to Travel Accounting for final review and processing.

NOW LIVE: Travel & Entertainment Guidelines Web Page

Senior Director Scott Monatlik sent the following communication to CAOs and CFOs.

Thank you for your commitment to following the travel and entertainment guidance announced on May 13. In direct response to your thoughtful questions and feedback, I am pleased to share a new web resource designed to support travel and entertainment decision-making.

The Travel & Entertainment Guidelines web page is now live and includes:

  • An overview of the May 13 memo
  • A matrix of pre-approval requirements and exclusions
  • A comprehensive FAQ

This resource was created in collaboration with various campus leaders, and I encourage you to share it broadly within your teams.

As we navigate the current financial realities, please remember that every unit and department is responsible for the solutions needed to weather this difficult time. Leaders should critically consider all travel and entertainment expenses — even in cases where pre-approval is not required.

Thank you for your continued financial stewardship and collaboration.

Sincerely,

Scott Monatlik
Senior Director, Tax Director
Office of the Vice Chancellor & Chief Financial Officer