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The primary function of Travel services is to ensure the timely and accurate reimbursement of allowable employee travel expenses. This is completed through consistent application of relevant controls, policies, and procedures of the University and the State of Idaho.
Travel and Expense System
The Banner Travel and Expense system manages both travel authorization and travel reimbursement requests. Roles in the system include:
- Delegates, who are responsible for entering data into the system for travelers
- Travelers, who must verify and approve all data that has been entered for their travel
- Approvers, who must approve all travel requests and expense reports. All approvals are routed to approvers through an electronic Workflow system. Approvers are notified of pending approvals via email and in BengalWeb.
Initial Setup of the Travel and Expense System
Before you can use the Travel and Expense system, you must complete the setup process, or the system will not work properly. Please read the Travel and Expense System Setup Guide for detailed instructions on how to setup the system for use.
Instructions for Using the Travel and Expense System
User's Guides have been developed to assist you in using the system. Please consult the appropraite User's Guide for your role for detailed instructions for how to use the Travel and Expense system after you have completed setting it up.
Before contacting your Delegate to prepare a travel request or an expense report, please complete the appropriate form below. Give your delegate the completed form so he/she will have all the information needed to process your travel request or expense report.
Special Notes for the Travel and Expense System
- Special Characters: When adding comments please limit the punctuation to periods and commas. Other forms of punctuation can cause errors in Workflow.
- Google Chrome: Because of the way Chrome keeps track of sessions, the Travel and Expense system does not work reliably in that browser. We recommend that you use another browser such as Firefox or Internet Explorer.
- iPad: The Travel and Expense system requires the use of Flash. As a result, it cannot be accessed from an iPad.
- Off-Campus Approvals: If you must approve travel authorizations or expense reports from off-campus, you will need to use VPN software. Please contact the ITS Service Desk (208-282-4357 or firstname.lastname@example.org) for assistance in setting this up.