Building partnerships through collaboration
Traveling for Business
UB offers payment options and will reimburse individuals
for reasonable, necessary, appropriate and approved travel and
business expenses incurred in the performance of university
business.
Quick Links
Travel for Business Steps
Learn About Policies and Procedures
If you are new to UB or just want a review on the travel policies and procedures, we can meet with you for a personal travel training session. Please complete the Travel Training Request form.
Prepare For Your Trip
- Be sure you have approval to travel. Check with your
departmental administrator to find out your limits.
- Familiarize yourself with UB's travel guidelines.
- Be prepared. Determine which resources you will need to ensure your travel is relatively untroubled.
- Check travel warnings from agenices such as the State Department, TSA and New York State.
- Identify which forms, including NYS or other tax-exempt forms, you’ll need for your travel.
- Travelers should obtain the lowest cost coach equivalent
accommodations available. You may be asked to present a cost
comparison. Direct routes must be chosen with consideration to time
and cost, not the convenience of the traveler.
- Both the State and Research Foundation offer international travel assistance for anyone traveling on business for the state or on a Research Foundation grant. Please contact Meg Mitchell for more information on these programs.
Submit Paperwork For Reimbursement
- Review the Travel Documentation Checklist.
- Use a Travel Receipts Envelope to help you keep track of your receipts.
- All travel reimbursements must be requested in U.S. dollars. Use the Oanda Currency Converter for exchange rates. The date of the receipt/purchase or last date of travel is used for the exchange rate.
- Include all the requested information so there is no delay in processing.
Travel Payment Options
Personal Funds
Personal funds may be used for any allowable travel expense. Be sure to complete the appropriate form to obtain reimbursement.
Travel Advance
A travel advance can be requested when travel expenses have already been paid. Check with your department to be sure you are allowed to request a travel advance. If the trip is cancelled, the traveler will be responsible for paying back the advance.
| Travel Advance Requests | |||
|---|---|---|---|
| Funding | State | RF | UBF |
| Reimbursement | 100% airfare only | 100% airfare, 80% lodging, car rentals, per diems | 100% airfare, lodging, car rentals, per diems |
| Form | State Travel Voucher | RF Travel Advance Request | Disbursement Request |
Procurement Card (PCard)
The Procurement Card is an efficient and cost-effective method of purchasing and payment for small-dollar purchases.
| Procurement Cards | |||
|---|---|---|---|
| Funding | State* | RF* | UBF |
| Dollar Limit | $4,999 | $2,500 | $2,500 |
| Card Issuer | Citibank Visa | American Express | American Express |
* PCard can be used for conference registration fees only, not travel costs.
Non-Employee Travel (NET) Card — State Funds Only
The NET Card allows airfare and Amtrak expenses to be billed directly to your state account for expenses incurred by non-UB employees (candidates, guest speakers) while traveling on official UB business.
Research Foundation Business Travel Account (BTA) — RF Funds Only
UB has a program with American Express which allows airfare
expenses to be billed directly to your Research Foundation
award.
Disbursement Request — UBF Funds Only
Travel reimbursement should be made using a Disbursement Request form.
Contact an Expert
Travel with State Funds
Travel with RF Funds
Travel with UBF Funds
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