Non-Travel Expense Guidance Tool (TEST)
This tool helps you identify the correct reference guide for processing non‑travel expenses. Choose the filters that match your scenario to see the applicable funding, payment options, and a link to the reference guide, which includes the full step‑by‑step instructions.
Step 1: Select your Unit Type
Choose the category your unit falls under.
Step 2: Choose an Expense Category
This narrows available expense types.
Step 3: Choose an Expense Type
Select a specific type or leave as “All”.
Review the results:
- Check Employee Type: a listed type means the rules are specific to that group; Any means the same rules apply to everyone.
- Check Allowed Funding.
- Check Payment Entity Options (preferred shown in bold).
Use the Reference Guide links: Click the preferred link, or alternate if needed, for step-by-step instructions.
| Department Type | Expense Category | Expense Type | Employee Type (If specific, rules vary) | Allowed Funding | Payment Entity Options | Reference Guide |
|---|---|---|---|---|---|---|
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