Travel
Overview
Whenever possible, faculty and staff should utilize the University credit card for their business travel. If business travel expenses must be paid by cash or personal credit card, a reimbursement request should be submitted on the Create Expense Report task in Workday. Documentation to support the business expenditures must be submitted in a timely manner with the necessary approvals.
Advances can only be requested when the expected expenses cannot be prepaid or paid by University credit card. Advances must be cleared when travel is completed with the the appropriate documentation and any remaining funds must be deposited back to the Advance account.
For more information on the different methods of payment of your travel related expenses, please visit the “FAQ” and “Tools” sections below. Any forms related to travel can be found under the “Forms” section.
FAQ
- Advance Quick Guide (PDF)
- Business Expense Receipts: Required Documentation (PDF)
- Business Purpose Quick Guide (PDF)
- Lost or Missing Receipts (PDF)
- Travel Receipts: Required Information (PDF)
- Traveling Domestically: What You Need to Know (PDF)
- Traveling Internationally: What You Need to Know (PDF)
- International Travel Regulations (PDF)
Tools
Providing a WFU Tax Exemption Certificate
Travel discounts and booking information
The University has partnered with a number of lodging and car rental providers for discounts. For air travel, the University has partnered with Aladdin Travel & Meeting Planners. See the links below for details:
Travel Tools
- Foreign Exchange Rates
- Foreign Per Diem Rates
- Mileage reimbursement rate
- Tips & Gratuities
- Google Maps
- KAYAK
- Mapquest
Forms
- Family and Guest Travel Form (XLS)
- W-9: Request for Taxpayer Identification Number and Certification (PDF)
- W-9 Instructions (PDF)
- W-8BEN Form Certificate of Foreign Status-Individual (PDF)
- W-8BEN-E Form Certificate of Foreign Status-Entities (PDF)
- W-8BEN Instructions (PDF)
- Missing Receipt Affidavit
- Request for Wire/ACH Fund Transfer (PDF)