Ahead of the Travel & Expense system expansion, we recommend reviewing the training options below that cover booking travel, submitting receipts and requests for expense reimbursements, and reconciling University Card (PCard) activity.
These trainings will help you, your business office, or your department/unit prepare for the expanded system and are grouped by subject matter, with content tailored for those who book travel, submit expenses, or manage financial processes. Trainings are available for audiences, including:
- Travelers
- University Card (PCard) holder or users
- Business office employees
- Employee seeking reimbursement for out-of-pocket expenses
- Travel & Expense delegate or arrangers
We will continue to update and add to this page as we get closer to the implementation date on July 1, 2026.
System Overview and Setup
Anyone who will interact with the Travel & Expense system should review the system overview and set up training materials. Many items are flagged for actions you can take now, even before the July 2026 expansion.
A brief overview of the July 2026 expansion and the why behind this project.
- Audience: All Travel & Expense users (travelers, cardholders, delegates, arrangers, employees seeking reimbursement) and approvers (fiscal officers, supervisors, account managers, and card liaisons).
- Action Item: Watch this video detailing the purpose of the project.
A brief overview of the changes introduced with the July 2026 expansion of Travel & Expense.
- Audience: All Travel & Expense users (travelers, cardholders, delegates, arrangers, employees seeking reimbursement) and approvers (fiscal officers, supervisors, account managers, and card liaisons).
- Action Item: Watch this video detailing what will be changing when the expanded system goes live on July 1, 2026.
A brief overview of the layout of the Travel & Expense platform and how to update your profile to optimize your use of the program and its features.
- Audience: All Travel & Expense users (travelers, cardholders, delegates, arrangers, employees seeking reimbursement) and approvers (fiscal officers, supervisors, account managers, and card liaisons).
- Action Item: Review this micro-training and update your profile in the system.
A step-by-step guide to assist travelers with setting up their travel profile to ensure they can leverage the features of this platform.
- Audience: Travelers and travel arrangers
- Action Item: Review this micro-training and update your travel profile in the system.
A brief overview of e-Receipts, which help reduce the number of paper receipts by having the vendor send them automatically to the Travel & Expense system, making it easier for you to complete your expense reports.
- Audience: Cardholders
- Action Item: Review this training video and activate the e-Receipt feature within Travel & Expense.
A step-by-step guide to assist all Travel & Expense users in verifying their email address so they can email receipts into their Travel & Expense profile.
- Audience: All Travel & Expense users (travelers, cardholders, delegates, arrangers, employees seeking reimbursement) and approvers (fiscal officers, supervisors, account managers, and card liaisons).
- Action Item: Review this training video and verify your email address(s) within Travel & Expense.
An overview and step-by-step guide for users on adding delegates to assist them on their behalf.
- Audience: Travelers, cardholders, employees seeking reimbursement, and approvers (fiscal officers, supervisors, and account managers).
- Action Items: Review this training if you are someone who will be setting up or making updates to delegates in the expanded Travel & Expense system.
A step-by-step guide to assist cardholders with setting up their expense profile and leveraging the intuitive features of the Travel & Expense system.
- Audience: University cardholders, their delegates and employees seeking reimbursement.
- Action Item: Review this training on how to update your expense profile in the Travel & Expense system.
This page provides an overview of the different fund types by account number and outlines the intended use for each.
- Audience: All Travel & Expense users (travelers, cardholders, delegates, arrangers, employees seeking reimbursement) and approvers (fiscal officers, supervisors, account managers, and card liaisons).
- Action Item: Review this page to familiarize yourself with the different fund groups represented by the account number. We recommend working with your business office to review specific funds and accounts you will use in Travel & Expense.
In this training, users will learn how to write a university business purpose for their transactions.
- Audience: All Travel & Expense users (travelers, cardholders, delegates, arrangers, employees seeking reimbursement, and approvers (fiscal officers, supervisors, account managers, and card liaisons).
- Action Item: Review this training to learn how to write a complete business purpose before making university purchases.
University Card Overview
Anyone who will need to apply for any of the three new University Card types should review the list of trainings below.
This live virtual course helps you understand the newest updates in University Card policy and helps you avoid common pitfalls and mistakes of card usage.
- Audience: Cardholders, delegates, fiscal officers, business office employees and card liaisons.
- Action Item: Sign up for this live virtual course to help brush up on card compliance topics like new policies and frequent pitfalls of card use.
This page gives an overview of the new University Card program and reviews each card type to help employees choose the right card type.
- Audience: Cardholders, travelers, delegates, fiscal officers and business office employees.
- Action Item: Review and socialize this page with potential cardholders and business offices ahead of the July 2026 expansion.
This tool helps employees understand which University Card might be right for them.
- Audience: Cardholders, travelers, business office employees.
- Action Item: Review and socialize this tool with potential cardholders and business offices ahead of the July 2026 expansion.
This training walks cardholders through the various types of card service requests, such as new card requests, updates to current cards, self-reported violations, and card closures. Each lesson will introduce a specific request type, what it is used for, key policies to remember, and tips to help you submit your request correctly.
- Audience: Cardholders, delegates, fiscal officers, business office employees
- Action Item: Review this training to learn how to request, manage, and close University Cards.