The expense approver should have a higher level of authority than the individuals for whom they are approving expenses. The approver should be able to determine that each expense is university business-related, allowable, and necessary.
If you submit expense reports, it is recommended by University Audit that you assign a default approver.
Reviewers provide assistance to the approver in the review function only and do not relieve approvers of their authority and responsibility for the expense approval.
There is no attestation for the reviewer. The individual assigned the delegate reviewer option can check expense reports for things such as proper funding sources, verification of correct allocations, and compliance with internal processes. Following the review, they can return the report to the employee for correction, or notify the approver the report has been reviewed with no attestation.
No. The approver is still able to review, approve, or deny any expense report in the queue whether or not the report has been reviewed.
The university is using the per diem allowance set by the US government to cover meals and incidentals (not lodging) while on business travel status. Per diem amounts are published by the General Services Administration (GSA) and are specific to major cities.
Guests and students are not subject to per diem. Units may reimburse guests and students at a set rate, provided that the rate does not exceed the GSA per diem rate. Units may also reimburse the actual amount provided the rate does not exceed current maximums for actuals ($25 breakfast, $25 lunch, $55 dinner).
The adjusted per diem amounts are used because the traveler is not on full travel status the entire day.
Single day trips, 12 hours or longer are subject to per diem reimbursement. Single day per diem is calculated at 75% of the daily amount.
CONUS is an acronym for “contiguous United States,” which includes the 48 US states on the continent of North America (that are south of Canada) including the District of Columbia. OCONUS is an acronym for outside the contiguous United States, which includes Alaska, Hawaii, and US territories and possessions, such as Puerto Rico.
A PCard holder can request a temporary ATM for foreign travel. If the traveler does not have a PCard, a cash advance is appropriate if approved by the unit. Any unused portion of the cash advance or ATM withdrawal must be returned to the university as soon as possible, but no later than 45 calendar days after the completion of the trip or event. In cases where the planned trip or event is canceled, any advances must be reconciled and the funds returned as soon as possible. Amounts owed to the university after expense advance reconciliation will be deducted from the employee’s paycheck.
The university generally does not reimburse local in-town mileage (e.g., travel between university buildings on the same campus for meetings), parking/tolls, or commuting costs (e.g., the costs associated with driving a car between home and the normal place of work or business). Local mileage is considered to be within/on the campus or within the city of the employee’s primary work location.
Employees who incur periodic, minor travel between campus buildings and sites should not request mileage reimbursement. Exceptions may be made with approval from the appropriate senior university official and with notice to the director of procurement services. Mileage can be claimed for travel between the three main campuses (Ann Arbor/Flint/Dearborn). University employees can take advantage of the extensive university transit bus routes and shuttle services to travel between university buildings on the same local campus, including travel between Central, North, and South campuses in Ann Arbor.
A coach class comparison pulled from Concur at the same time the reservation is made is required to determine the allowable reimbursement for airfare. If a coach class comparison was NOT obtained at the time the reservation was booked, a current comparison will be accepted with the following criteria:
The university will reimburse up to the cost of roundtrip coach class airfare for travel to the business location. A comparison pulled from Concur at the same time the reservation is made is required to determine the allowable reimbursement for airfare. If a coach class comparison was NOT obtained at the time the reservation was booked, a current comparison will be accepted with the following criteria:
PCard transactions should be submitted on an expense report for approval within 45 days of the transaction date.
When traveling, an expense report should be submitted for approval within 45 days following the last day of the trip or event.
Please use this resource as a guide if you are unsure who to contact.
How do I get my receipts into Concur?
There are 5 different ways that receipts can be loaded into Concur:
E-Receipts are electronic itemized receipts that can be accepted in lieu of a scanned or attached receipt. Employees are able to receive e-receipts for transactions from travel vendors who have an e-receipt agreement with Concur. To enable e-receipts, employees must:
Log into Concur. Click the Profile tab> Profile Settings> E-Receipt Activation.
Capture Receipts with Concur Mobile
Take photos of your receipts with the Concur Mobile app on your mobile device, which will automatically be uploaded as receipts to your Receipt Store for assignment to expense reports by you or your delegate.
Activate and register for the Receipt Store to file receipts for future use. Once Receipt Store is activated, just email receipts to Receipts@Concur.com. To register for the Receipt Store, employees must:
Log into Concur. Click the Profile tab> Email Addresses> Verify>Enter Verification Code
This method allows you (or your delegate) to fax paper receipts to Concur to be imaged and attached to an expense report at the header level. You must use the Fax Receipt Cover Page for the specific expense report.
This option allows you (or your Delegate) to upload receipt images to the expense report either to the report header or an expense line.
No, Similar to airfare purchased with points, there is no actual value incurred by the individual for the gift card. Reward points and gift cards are considered to be personal to the individual and are not an approved method of payment for university business expense. Therefore, the university will not reimburse the transaction amount of purchases paid with points or a gift card.
Please be reminded that a signature attestation is required when providing reimbursement to a non-employee, which includes guests and students. Currently, faculty and staff do provide an attestation when they submit their Concur expense report. The Internal Revenue Service requires the reimbursement recipient to attest that they agree with the amount of the reimbursement and that no other party has provided the reimbursement.
The Shared Services Center offers a Student/Guest Reimbursement Service, which includes the creation of the TBHER form and voucher, as well as obtaining the required signatures using the university’s electronic signature software, SignNow. If you are interested in using this service, please contact your SSC Customer Relationship Manager. If you do not know who your CRM is, you may email that team at email@example.com.
The SignNow e-signature software is also available for use university-wide. If units are interested in using the software on their own, more information can be found by clicking on this ITS link: U-M SignNow