1. To process a direct bill with hotels, departments should reach out to the hotel in question directly to work out the direct bill agreement.
  2. Then please process the direct bill on the Direct Bill Payments (External) worksheet, and email the completed form to BFS-direct.bill@ucsb.edu.
  3. When completing the expense report for the traveler, add the lodging expense with the receipt details, but record $0.00 as the amount since it was direct billed and will not be reimbursed to the traveler.
  4. In the comments for the lodging expense, please note that it was direct billed so that it is clear for Accounting.

You may also reference our Knowledge Base article, "How to Process a Hotel Direct Bill," for instructions.