Stanford faculty, staff, students, affiliates and visitors travel on a wide range of activities in support of the university. It’s essential that travel activities and expenses conform to university policies and procedures, which can be ensured by following these steps.

In order to be able to effectively support university travelers, Stanford requires the use of a centralized travel booking program when faculty, staff, postdoctoral scholars and students are booking air fare, hotels, or rental cars for university-sponsored travel. The centralized booking program, Stanford Travel, automatically registers travel reservations in the university’s Travel Registry, which connects to Stanford’s provider of medical, personal, travel and security assistance. This provides the university with the ability to locate and support its travelers in the event of an emergency. More policy details are available in the Business and Travel Expense policy overview.

  • Collect required receipts using the travel packet (alternatively, use a smartphone to take an image of each receipt and email image(s) to the transaction preparer).
  • Track mileage for any personal vehicle use for Stanford business.
  • Note whether a conference provided any meals (save conference agenda).
  • Record all details for missing receipts over $75.
  • Enter cash and personal credit card expenses in a spreadsheet (optional) (download Excel template).
  • Obtain itemized meal receipts to indicate if any alcohol was included in the expense.

Travelers may use one or any combination of the following payment methods when incurring travel expenses.

  1. Traveler charges all or some portion of travel costs to a TCard (Stanford's preferred payment method; refer to Topic Overview: Stanford's Travel Card Program).
  2. Traveler personally pays for expenses, then requests reimbursement from Stanford using the Expense Requests system after travel.
  3. Traveler requests travel expense advance in the Expense Requests system. Refer to Administrative Guide Policy 5.4.1: Expense Advances, and Guidelines for Use of Advance Categories.
  • Download Excel template (spreadsheet in which to record expenses - optional).        
  • Meet with the administrator to provide travel receipts and details. This should be done within 10 days after completion of travel for timely expense reporting. Expenses reported 60 days or more after completion of travel may be reported as taxable income to the traveler.            
  • Initiate an expense report through the Expense Requests system for the travel expenses.    
  • Clear any advances and/or return unused advance funds through the Expense Requests system.

Regardless of how the traveler pays for travel expenses, an expense report must be initiated to: properly account for travel expenses; be reimbursed for any out-of-pocket expenditures; and clear any advance.

Questions?

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