Financial Resources
General Use:
Entertainment
Procurement
Travel
- Account Codes Directory
- Direct Payment Form (right click on
link and Save Link As) - DocuSign: Overview || Acceptable Uses and Guiding Principles
- FIS Banner Payroll Posting Schedule
- Payee Setup 204: Instructions || Form
- Methods for Purchase
Entertainment
- CruzFly Instructions
- Entertainment, Business Meetings
and Other Events Expense Guide - EOA/EEC Approval Chart
- Top-Level Approval
- Host Certification
- Full-Service Catering Policy
- Per-Person Spending Rates
- Entertainment Reporting Form (ERF)
- Alcohol Served or Consumed
Procurement
- CruzBuy: Account Set Up || Authorized Signatures || User Manual || Ship to Codes
- ProCard: Financial Affairs resource page || Guide || Authorized Signatures
- How to Pay or Get Reimbursed
- Account Codes Directory
- Procurement Resources
Travel
- CruzFly Instructions
- Tier 1 and Tier 2 Authorization: Overview || Approvers
- UCSC Travel Manual
- Travel Advance Request (TAR): Instructions || Form (right click on
link and Save Link As) - Post Travel Expense Form:
- Instructions
- 2019 Form (right click on
link and Save Link As) - Travel Policy Spending Limit For M&IE and Lodging Rates Reduced
- Mileage Reimbursement Rates
- Mileage Log (right click on
link and Save Link As)
- Rental Car
- Travel Prohibition (AB 1887)
- Cancelled Travel
- Moving and Relocation || Reimbursement Form (right click on link and Save Link As)
- Dream Inn Reservations
- Direct Bill Hotel Reservations for Visitors || Guests
- UCSC Travel FAQ
If you experience a broken link on the Toolkit, please contact Daria Troxell at dtroxell@ucsc.edu or 9-2351.