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Guide to Report Types
There are several different types of reports/transactions that can be created in MyTravel. This page provides an overview of each of the major types.
Basic MyTravel Forms and Processes
| Option |
Uses |
| Travel & Entertainment Expense Report |
This is the most used process in MyTravel. Used to report expenses related to travel and entertainment transactions. There are several report types to choose from (see below for explanations). |
| Travel Request |
Used to request approval prior to a trip. This report provides high level information about the expenses expected for the trip. |
| Per Diem Itinerary |
Used to create a detailed itinerary for per diem (foreign or long-term domestic) travel. An itinerary must be completed, and associated with an expense report, before per diem reimbursement can be claimed. |
Expense Report Types
Within the Expense Report category, there are several report types to select from.
| Option |
Uses |
| Travel Less Than 30 Days |
Used to report domestic travel of less than 30 days in duration. This type of travel uses actual expenses only - per diem rates do not apply. |
| Travel 30 Days and Over or Foreign |
Used to report either long-term domestic travel, of 30 days or more, or foreign travel. Both of these types of travel qualify for per diem rates. |
| Group Travel |
Used for approved group leaders to report travel on behalf of other travelers. |
| Entertainment |
Used to report all entertainment related expenses. Payment is made to the Corporate Card and/or the employee, not to the vendor. |
| Corporate Card Pre-Payment |
Used to request a payment to your Corporate Card when charges are due prior to trip completion. Only Corporate Card charges can be added to this report. |
Options in the Related Forms and Processes Menu
| Option |
Uses |
| Make a Pre-Trip Payment |
Used to request payment prior to an approved trip, either to the traveler or to a vendor on the traveler's behalf. Should not be used to request payment to the Corporate Card. |
| Set-Up a Non-Employee Traveler |
Used to create a traveler profile for a non-employee traveler. The person creating the traveler profile can prepare reports for the traveler, and assign other delegates to do the same. |
| Download a Mileage Log Form |
The mileage log acts as the supporting documentation for mileage-only travel expense reports. It details the dates, destinations and mileage for each trip. |
| Sign Up for Direct Deposit |
Use this to speed the reimbursement process by having your reimbursements deposited directly to your bank account. |
| Edit a Non-Employee Traveler |
Used to modify delegates for non-employee travelers in your department. You can add, delete, or replace delegates and can have as many as three delegates at a time. |
« Back to MyTravel main page
The MyTravel system and Travel@UCDavis Web site are a service of the UC Davis Accounting & Financial Services department.
Questions or comments should be directed to mytravel@ucdavis.edu.
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