Human Resource Services
Travel and Expense
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Travel Office
352.392.1245 | web site
This information is designed for use by:
- Departmental staff who will enter travel and/or expense on behalf of others
- Faculty or staff who travel frequently and will enter their own travel and/or expense
- Administrators who approve travel for their employees
Use these Frequently Asked Questions to help assist as you begin using the Travel and Expense module in myUFL.
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Web Simulations
LAUNCH PLAYER (Not working? Click here.)
Instruction Guides
- Submitting a Travel Authorization Updated 27 Feb 2007
- Submitting a Cash Advance Updated 27 Feb 2007
- Submitting an Expense Report Updated 27 Feb 2007
- Finding Default Locations Updated 27 Feb 2007
- Listing Meals on Travel Transaction Updated 27 Mar 2007
- Using the "Copy From" Feature Updated 27 Mar 2007
- Travel and Expense for a Non–Employee Updated 27 Mar 2007
- Travel and Expenses for Approvers Updated 27 Mar 2007
- Who Should Be the Approver? Updated 02 Nov 2006
- Set Personalizations for Grant-Funded Travel Updated 26 Mar 2008
- How to Cancel an Approved Travel Authorization Updated 27 Feb 2007
- Using Templates in Travel and Expense Updated 27 Feb 2007
Classroom Training
To register for classes, click here, log in and click Request Training Enrollment. Search by Course Name or Course Number and select a session that fits your schedule.
- PST130 Travel and Expense
Designed for departmental representatives who will assist "travelers" in their areas, this hands-on certification workshop will introduce travel and expense processes in myUFL. Along with a brief review of related policies and procedures, participants will:
- Review the myUFL travel process
- Submit a travel authorization
- Request a cash advance
- Complete an expense report
- PRO306 UF Travel Directives Workshop
Business travel at the University of Florida can be very complex due to the overwhelming amount of rules and guidelines that must be followed. This workshop is designed for departmental representatives that perform travel-related duties. This is not a "how to" workshop. This workshop is designed to provide an in-depth review of travel-related rules/guidelines and answer the question.... "What is allowed to be claimed in accordance with the UF Travel Directives?"
Security Roles
- UF_EX_ANALYST - Review Cost Center General Ledger periodically to verify that travel has been appropriately charged and is within budget constraints. Run, view and print reports related to Travel and Expense transactions. Reconcile or analyze department travel related expenditures with the General Ledger. Can view who is an EX_ORIGINATOR assigned to an individual and the Authorize Approver setup for a department ID. (P3)
- UF_EX_APPROVER - Authorize and approve or reject official business travel; a Budget Authority Delegation Letter must be on file for designee. Can view who is an EX_ORIGINATOR assigned to an individual and the Authorize Approver setup for a department ID. (P3)
- UF_EX_ORIGINATOR - Prepare travel authorization requests and expense reports (reimbursement vouchers) on a traveler’s behalf. View who is an EX_ORIGINATOR assigned to an individual and the Authorize Approver setup for a department ID. (P3)
- UF_EX_TRAVELER - Complete and submit a Travel Authorization, Cash Advance and/or Expense Report (Voucher for Reimbursement) for official business travel expenditures. (This role is not required for travelers who are non–employees. The department may choose to request it, however, for those who have a permanent affiliation with the University of Florida; for example courtesy faculty, emeritus faculty, department associates.) (P3)
- UF_EX_REVIEWER - Inquire on Travel and Expense transactions and supporting information, in read–only mode. (P4)
Other Helpful Information
For system status information, please review the Alert Notices web page.
Contact Information
For assistance with university April 10, 2008 10:02 AMravel Office (392-1245).
If you experience application problems with the Travel and Expense system in myUFL, please contact the UF Help Desk (392-HELP) for assistance. When contacting the Help Desk about Travel related questions, please include your UFID or GatorLink username, browser and operating system information, any error messages you recieved and detailed information about what you experienced, or what you expected to experience. The more detail you provide, the better the UF Help Desk can assist you.
April 10, 2008 10:02 AM
