University at Buffalo Crest.

Policy Information

Date Established: 11/18/2019
Date Last Updated: 3/10/2020
Administration and Governance
Responsible Office:
Financial Management
Responsible Executive:
Vice President for Finance and Administration

Policy Contents

Travel Policy


The University at Buffalo pays for the reasonable business expenses actually incurred by individuals traveling on official university business in accordance with New York State, Research Foundation, and UB Foundation rules and regulations.

Policy Statement

The University at Buffalo (UB, university) will reimburse individuals for actual, reasonable, necessary, appropriate, cost-effective, and approved travel and business expenses incurred while conducting university business. Reimbursement for travel and business expenses may be paid from State, Research Foundation, or UB Foundation funds and must comply with the requirements detailed in the Travel Policy Charts.


The traveler must submit an expense report to obtain reimbursement for their travel-related expenses through the travel and expense reimbursement system.

Expense Report Submission Time Limit

The traveler should submit the expense report for processing within thirty days after the last day of travel. University fiscal year-end (June 30) reporting may require that expense reports be submitted less than thirty days after the last day of travel.

Expense reports submitted more than thirty days after the last day of travel may be treated as taxable and reported on the employee’s W-2.

Supervisor and Cost Approval

The traveler’s supervisor must approve the traveler’s expense report. Supervisor approval authority may be delegated only if the supervisor is unable to fulfill this responsibility as a result of extraordinary circumstances (e.g., extended vacation, disability leave, Family Medical Leave Act (FMLA), sabbatical). The delegation of supervisor approval authority:

  • Must be at the same professional level or one level up
  • Must not allow an employee to approve the expenses of their supervisor

The expense report also requires cost approval. A supervisor may be a cost approver if they have signature authority on the account used for reimbursement. Cost approver delegation is not permitted. Cost approvers must have authorized security access in the travel and expense reimbursement system.


The University at Buffalo understands that travel is essential to the teaching, research, and public service missions of the university. UB is committed to meeting the needs of the traveler by reimbursing reasonable business expenses actually incurred by the traveler. To accomplish this, the university must establish cost effective practices that are consistently applied and comply with State, sponsor, and regulatory requirements.


This policy applies to all travelers and travel expenses reimbursed and paid from State, Research Foundation (RF), and UB Foundation (UBF) funds.


Cost Approver

Role assigned to individuals officially designated as authorized signatories on accounts.

Official Station

Official station is generally the address of the office to which the employee is assigned; an employee can have only one official station. The designation of official station is determined by the university in the best interest of the university and not for the convenience of the employee. The purpose of the official station is to determine when the traveler is in travel status and eligible for reimbursement of travel expenses. Travel between the employee’s home and official station is considered commuting and is not reimbursable.


Role assigned to individual officially designated as the employee’s time and attendance supervisor. Generally, the supervisor is one level senior to the employee.


Individual who travels on behalf of UB.

Travel Status

A traveler is in travel status (i.e., eligible for reimbursement of lodging and meal expenses) when he or she is engaged in official university business at a distance of more than 35 miles from the designated official station and place of residence.


Cost Approver

  • Establish a prior approval process for travel, if applicable.
  • Communicate funding restrictions for individuals, if applicable.
  • Verify the traveler’s relationship to the account or grant.
  • Verify that travel reimbursement is within allowable rates and all required documentation is included.
  • Ensure university travel rules and regulations are appropriate to the funding source (i.e., State, RF, UBF, and sponsor requirements).
  • Approve expense reports in the travel and expense reporting system in a timely manner.


  • Be familiar with university travel rules and regulations appropriate to the funding source (i.e., State, RF, UBF, and sponsor requirements).
  • Obtain necessary prior approvals for travel, including method of travel, when applicable.
  • Authorize travel that is reasonable, necessary, appropriate, and required in the performance of university business.
  • Review traveler expense reports to verify that expenses:
    • Are consistent with a pre-approved travel request
    • Were incurred while conducting university business
    • Are a prudent use of university funds
  • Approve expense reports in the travel and expense reporting system in a timely manner.


  • Obtain necessary prior approvals for travel, including method of travel.
  • Secure reasonable, necessary, and appropriate method of travel.
  • Utilize all tax exempt certificates, as necessary.
  • Maintain an accurate record of expenses by scanning or downloading original receipts or documentation (e.g., transportation itinerary, hotel receipts, parking).
  • Claim reimbursement only for actual allowed business expenses within reimbursement rates.
  • Use credit card programs to minimize out-of-pocket expenses, as applicable.
  • Account for any advance, reimbursement received prior to travel, or charges made to a university credit card.
  • Prepare the Expense Report in the travel and expense reimbursement system based on the traveler’s itinerary, receipts, and documentation.
  • Verify that reimbursement requested complies with university travel policy and departmental restrictions.
  • Submit the expense report for processing within thirty days following the last day of travel.
    • Only the traveler may submit their expense report.

Travel Services for State and RF, Accounts Payable for UB Foundation

  • Review and process Expense Reports in the travel and expense reimbursement system.
    • Ensure that all expenses are actual, reasonable, in accordance with the business purpose of the trip, and comply with UB, state, RF, and UBF rules and regulations.
    • Review for accuracy, rates, and relation to trip.
    • Comply with Internal Revenue Services (IRS) regulations for identifying non-overnight meals.
    • Verify official station, when necessary.
  • Respond to travel-related questions and provide guidance.
  • Provide training on travel procedures and rates.

Sponsored Projects Services (SPS)

  • Verify travel is allowed, funding is available, and travel falls within the grant dates when using an RF sponsored grant as the funding source.

Contact Information

Contact An Expert

Funding Source




State and Research Foundation

Meg Mitchell


UB Foundation

Rosemarie Dommer


Related Information

University Links


Related Links


Policy Revision History
March 2020 Revised the policy statement to include "cost-effective" in the requirements for reimbursement of travel and business expenses.

Presidential Approval

Signed by President Satish K. Tripathi

Satish K. Tripathi, President