The finance team assists faculty and staff with reimbursements for expenses related to UC business that they have paid for with personal money. UC Berkeley uses this website(link is external) to process reimbursements (instructions here(link is external)).
For all reimbursements you will need to:
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Submit original, itemized receipts that show a payment method.
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Submit expense reports timely (within 45 days) and respond promptly to requests for details and documentation.
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Know the funding chartstring.
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A chartstring is used to charge the expense to a specific fund. For Faculty, please see your PI Portfolio or ask the Finance Team or Director of Administration for chartstring assistance. For a tutorial on PI Portfolio see https://controller.berkeley.edu/submitting-reimbursement-travel-expenses-domestic-trip-single-destination(link is external)
For information on Travel Policy, please read: Key Points of the Travel Policy(link is external)
For information on Entertainment Policy, please read: Key Points of the Entertainment Policy(link is external)
All reimbursement requests require the following documentation:
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Business purpose (a description of how the item will be used to forward the mission of your work in the History Department)
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Itemized receipts showing proof of purchase in your name
Reimbursement requests are broken down by type:
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Travel (airline tickets, ground transportation, lodging, entertainment while on UC business)
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Entertainment (breakfast, lunch, dinner, light refreshments, bulk food and beverages)
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General (books, course materials, office supplies, computer supplies, conference fees, professional memberships, etc.)