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FMM - Training and Guides

Training (see Schedule)

Guides and Resources

Policies & Tip Sheets

G-28 Travel Policy
BUS-79 Business Meetings & Entertainment Policy
Expenses Needing Additional Approval / Signature
Airfare Reimbursement Reminders
Car Rental Reimbursement Reminders
Lodging Reimbursement Reminders
Meal Reimbursement Reminders
 

Forms & Documentation

Types of Supporting Documentation
Exceptional Approval Worksheet
Declaration of Missing Evidence
Lodging Limit Justification Form
Transient Occupancy Tax
 

Additional Training

Business & Financial Services Website: Travel & Entertainment
UCSB Concur Knowledge Base
T&E Card Certification Course
Online General Ledger Enhancement - Concur Reporting
New Department Travel Administrator Role & Functionality

Booking Travel

CONNEXXUS Travel Portal
UC Codes 
Concur (integrated with BCD Travel)
Travel Risk and Insurance

Corporate Travel Card

Travel & Entertainment Card Agreement
T&E Card Certification Course
 

Reports

UCSB Data Warehouse
EZ Access
Request a Custom Concur Report
 

Support Requests via Service Now

General Concur Questions
Travel Expense Report Questions
Business Expense Report Questions
Miscellaneous Business Expense Questions 
Membership Business Expense Questions
Cash Advance / Travel Request Questions
Request a Guest Traveler Update
Request a New Guest Traveler
Request a Default Approver

For additional resources, processes, and procedures related to university travel, please refer to the Business & Financial Services Website under Travel & Entertainment.

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