Finance

All business travel must support the mission of the University of North Carolina at Chapel Hill, receive the appropriate approvals, and be carefully planned to ensure that expenditures are necessary and prudent, and that costs are held to a minimum. A University employee traveling on official business is expected to exercise the same care in incurring expenses that a prudent person would exercise if traveling on personal business and expending personal funds.

Resources

• Quick Reference Guide
• Travel Checklist
• Travel Policies

Concur Expense

Concur is a new software program for pre-travel approval, travel booking and travel and business entertainment expense reimbursements. Purchases made on the new University Travel & Expense (T&E) Card will be reconciled in Concur Expense.

• Concur New User Checklist
• Concur Quick Start Mini Guidebook
• Concur Step by Step Guidebook

Travel and Expense (T&E) Card

The T&E Card is the preferred method of payment for employees to use when traveling on official University business and for business-related entertainment expenses.

• T&E Card Handbook
• When to use your T&E Card versus the P-Card

Set-Up

• Setting Up Your Concur Profile
• Setting Up a Default Approver
• Assigning a Personal Delegate

Training Modules and Additional Guidance

Community Protective Equipment (CPE)

• Community Protective Equipment (CPE) Order Form
• Pharmacy CPE Spring Schedule
• Pharmacy CPE Summer/Fall Schedule

Workflows

• Procurement 101
• Required Procurement Documents
• Purchasing Method Decision Tree
• Pcard workflow
• Purchasing card program handbook
• Vendor Management

eProcurement (ePro)

• Vendor Catalog Student Guide
• Vendor Catalog Helpful Tips

Order Forms and Required Documents

• Order-Requisition form
  • Waiver of competition form
  • Sole source justification
  • Brand-Vendor Specific Waiver of Competition
• Invoice submittal form
• Pcard receipt submittal form
• Business entertainment submittal form

Vendor Setup Forms

• Guidelines for Vendor Documentation
• New Vendor Deposit form
• New Vendor Hub form
• W-9 form
• W-8 BEN form
• W-8 BEN-E form
• Foreign Vendor Creation form
• Foreign Wire Set-Up form

UNC Agreement Type, Signature Delegation, and Review Process