Financial Resources

• Account Codes Directory
• Direct Payment Form (right click on link and Save Link As)
  • Tier 1 and Tier 2 Authorization: Overview || Approvers
• DocuSign: Overview || Acceptable Uses and Guiding Principles
• FIS Banner Payroll Posting Schedule
• Payee Setup 204: Instructions || Form
• Methods for Purchase

• 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
  • Campus Alcoholic Beverage Policy for UCSC Sponsored Events
  • Appendix A: Best Practices for Serving Alcoholic Beverages (scroll down)

• 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

• 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.