All miscellaneous purchases of goods and services should be initiated and paid through Gateway or FlexCard. Purchases made outside these channels (i.e., purchases made by employees directly) are generally considered unauthorized and should be strongly discouraged.

It is the policy of the University to comply with IRS regulations regarding the provision and reimbursement of miscellaneous business expenditures, and to conform to the IRS “Accountable Plan” rules.

Concur Travel & Expense Management

The Concur Travel and Expense Management Application is the campus standard for expense reimbursement processing, and should be used for all reimbursements.

Learn more about Concur

Concur Portal Login »

 

Travel Reimbursements

Please visit the Travel & Entertainment section of the website for reimbursements related to travel.

 

Quick Reference Guide

For your convenience, the following link provides a summary of key requirements to claim reimbursement for miscellaneous business expenditures.

Miscellaneous Reimbursement Quick Reference Guide

 

Questions?

For support, please use our ServiceNow for Payment Services portal

 

Petty Cash Funds

A petty cash fund can be established by a department when there is a continuing demonstrated need to maintain cash on hand to permit the reimbursement of allowable low-value expenses goods and services used for official University business which cannot be purchased through established procurement procedures. For questions about establishing or managing petty cash funds, contact Mary Lee at mary.lee@bfs.ucsb.edu.

Learn more about Petty Cash funds

Please note: The Petty Cash Reimbursement program for cash reimbursement in the Cashier's Office of small dollar purchases has been discontinued. Please use Concur for all reimbursements.