Finance Training

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Procurement at Columbia

Travel & Business Expense Reimbursements

Course Description

This session will cover University travel and business expense policy and processing basics as well as best practices that will help you speed up payments and reimbursements.

Note: This training does not cover the usage of AP/CAR. You should also sign up for The Procurement Process at Columbia and Using AP/CAR in addition to this class.

Making travel arrangements within University guidelines;
Processing travel and business reimbursements;
Understanding the gifts and entertainment policy;
Processing exception requests and supplemental approvals;
Understanding sponsored grant, IRS, and University AP compliance issues relating to business and travel expenses;
Discussion of Procurement Services web resources;
Discussion of issues relating to foreign vendors and expenditures (coming soon).

For more information about Accounts Payable policies and procedures, see the AP website.

Presented by Kristine Carballo, Analyst (Operations & Training), Procurement Services

Who Should Attend

This class is mainly targeted to Departmental Administrators, Business Managers, Financial Assistants and DAF approvers who need to understand Columbia’s AP process. However, all Columbia staff and faculty are invited to attend.

Frequency of Classes: Once per month throughout the year.

Times and Locations

Manhattanville

Monday, August 17th

9:30 a.m. - 12:00 p.m.

Studebaker 3rd Floor Conference Room (#367)