Travel and Business Expense Procedures


    These policies and procedures are intended as a guide to reimburse individuals for University-related travel and business expenses. The University will reimburse faculty and staff for expenses incurred in the performance of their job duties or other assigned responsibilities relating to appropriate Fairleigh Dickinson University operations.

    The responsibility to observe these guidelines rests with the traveler, supervisor and the budget officer who certifies conformance to these guidelines by approving the expenditure(s). Accordingly, reimbursement should be sought and authorized for only reasonable and customary expenses, which conform to University policy. The burden of determining whether a particular expense is reimbursable rests with each individual prior to incurring the expense.


    These policies and procedures are necessary in order to ensure institutional compliance with federal tax law and what the IRS prescribes under their “accountable plan” rules. The IRS requires that accountable plans include all three of the following elements:

    • Expenses must be business related.
    • There must be adequate reporting by the employee to the employer of the amount, time, use, and business purpose of these expenses, within a reasonable period of time (not to exceed sixty days). Original receipts must be attached to the report.
    • Excess cash advances or reimbursements must be returned within fifteen days after completion of the trip.

    Failure to comply with these requirements could result in an employee having to report as personal income the costs incurred by the University for his or her business related travel and/or expenses.

    Adherence to these policies and procedures will ensure consistent and fair treatment between departments throughout the University and the uniform reporting of financial results. In general, the quality of travel, accommodations, entertainment, and related expenses should be governed by what is reasonable and appropriate.

    The University’s Travel and Business Expense Policies and Procedures reflect its respect for the personal integrity and discretion of each member of its faculty and staff.

    1. In Advance of Travel and Business Expenses

      All travel and business expenses must be approved in advance by an appropriate authority. As each department has a different supervisory structure, the appropriate authority is defined by this structure (the traveler’s immediate supervisor and/or department budget officer).

      In the case where the traveler’s immediate supervisor is not the budget officer for the account being charged for the travel, the budget officer must approve the travel as well.

    2. Travel Advances

      See Part V for Travel Advance Procedures

      Advances should be used only when substantial out of pocket expenses (in excess of $200) will be incurred. Travel advances of up to $500 per trip may be requested.  Requests in excess of $500 must be approved by a Vice President or Campus Executive.    

      Authorization of a travel advance should be documented in Chrome River and submitted to the Finance Department at least seven working days prior to the departure date.

    3. Prior to Reimbursement Processing

      See Part VI for Expense Report Procedures

      Each Expense Report in Chrome River must be certified by the individual incurring the expenses (traveler), and approved by his/her immediate supervisor and budget officer (if different than the supervisor). 

      The University is exempt from sales tax in several states. It is the responsibility of the traveler to obtain the tax-exempt form from the Accounts Payable Department prior to the travel. Currently there are exemption agreements in the following states: New Jersey (Form ST-5), New York, Maine, Florida, Massachusetts, and Illinois. Copies of these forms can be obtained from the Accounts Payable Department at 201-692-2088.

      1. Traveler responsibilities are to:
        • Complete the Expense Report in Chrome River, FDU’s online travel and expense reporting system, with all necessary supporting documentation attached. Chrome River can be accessed by going to
        • Determine that the amounts requested are reasonable and conform to expense guidelines.
        • Provide 13-digit budget account number(s) to be charged, which includes fund (2 digit), unit (2 digit), location (2 digit) and identifier/department (7 digits). 
        • Select his/her immediate supervisor.
      2. Immediate Supervisor and Budget Officer responsibilities are to:
        • Review expenses submitted for reimbursement for reasonableness within expense guidelines and business purpose of such expenses.
        • Determine that the request for reimbursement is reasonable.
        • Determine that all information requested on the Expense Report has been completed.
        • Verify that the account number(s) to be charged is appropriate, and that sufficient budget funds are available.
        • Approve the Expense Report.
      3. Upon receipt of the Expense Report, Finance Department personnel are to:
        • Review the report for appropriateness and compliance with established procedures.
        • If approved, the Expense Report will be routed to the Accounts Payable Department for check processing.
        • If not approved, an attempt to resolve the issue by contacting the payee and supervisor/budget officer will be made.
      4. Presidential Expense Reports should be reviewed and approved by the Senior Vice President for Finance and Administration, and the Vice Chairman of the Board of Trustees.