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The Department of Financial Services supports the Medical School's mission of achieving national distinction in health sciences education, research and public service. We encourage you to get to know us and would like to take this opportunity to tell you about our services.


 

Important Update – Changes to 2022 mileage rates.

Mileage reimbursements will be increasing as of July 1, 2022. UPST will be updating all systems to reflect this as of July 1, 2022. 

 


**FY22 Key Year End Dates**


 

T&E Refresher and BTE Forms Operationalization Training

The new BTE Standards will take effect from FY23, Friday, July 1, 2022, for every campus within the University of Massachusetts System.

The UMass A&F Teams (comprising campus Controllers and other senior personnel) committed the last 18 months to harmonizing the various University travel and business expense-related policies and standards.

 WHAT ARE THE MAJOR COMPONENTS OF THE NEW UMASS BTE STANDARDS?

  1. Updated dollar limits for allowable business and travel expenses
  2. Updated allowed/not allowed expenses for reimbursement
  3. New approval rules & reimbursement processes (including prior approval requirements)
  4. Updated expense documentation requirements
  5. Tax compliance & receipt validity requirements
  6. Definition of key terms relating to BTE

 WILL THERE BE A T&E TRAINING SESSION THAT COVERS BTE PROCESS CHANGES?

We will be hosting Travel & Expense (T&E) refresher training in June and July for everyone! The training will cover:

  • Travel & Expense process refresher
  • Updated forms and when to use them
  • Understanding of how to use the prior approval process & approval matrix
  • General Q&A

 Please register for your training here.

 We encourage you to continue to reach out to UPST at upst@umassp.edu regarding the new Business & Travel Expense Standards.


 New Guidelines for: Monitoring & Reducing spending

Review the new guidelines on Monitoring and reducing spending


New Guidelines for: Corporate Travel Card, Procard and out-of-pocket expense reimbursements

Review the new guidelines for processing expense reimbursements.

Expense module questions can be directed to UPST by submitting a request through the UPST Website Request Assistance form, email upst@umassp.edu or by phone, UPST Customer Service Team 774-545-UPST (8778).


Unified Procurement Services Team (UPST)

The UPST website is now live.  The site includes important accounts payable and procurement information including policies and online request forms. Click here for Training information.

Update:

  • All paper invoices should now be submitted to: invoices@umassp.edu for processing
  • Invoices must inlcude the PO number

ePAF (Electronic Personnel Action Form) for funding changes

The ePAF for funding changes form is available in HR Direct.  For additional information including training materials, please access the ePAF for funding changes resources page.