This month, we are introducing our newest feature to the Finance and Budget News: the Updated Resources Digest. This feature is designed to keep the university community informed about changes across our finance tools, guides and policies. This monthly summary will bring recent enhancements, revised documentation and new training materials into one convenient place.

This Month’s Updates

Merchant Services and PCI Compliance Guide

The University Controller’s Office (UConO) published a new Merchant Services and PCI Compliance Guide to help departments navigate payment processing and maintain Payment Card Industry (PCI) compliance. In tandem with this release, the Merchant Services and PCI page on the UConO website has been updated with refreshed navigation and resources.

Payables Guide

Clarified wording in the Relocation Allowance section for departments to enter the voucher after the employee’s start date using the completed Non-Salary and Deferred Compensation form.

Travel Manual

• Chapter 2: Authorization to Travel:
  • Added a paragraph on the importance of attaching supporting documentation to a Travel Authorization.
  • Section 2.4: Added verbiage from Environmental Health and Public Safety on insurance coverage available when traveling abroad. 
  • Section 2.4: Clarified the information requested in the Travel Authorization for personal travel while on university business.
• Appendix A: Added the following statement to provide instructions when comparisons differ between the time of Travel Authorization approval and the time of purchase:

“If rates or travel options change between initial TA approval and actual booking, upload an updated travel comparison to the TA. 

Do not change the approved dollar amount on the TA; the updated comparison serves to maintain accurate records and assist with TR processing.”