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EXPENSE TYPES FOR USE WITH CONCUR REPORTING
Domestic International
Parent Category Expense Type Account Account Description/Notations
TRAVEL POLICY - EXPENSE TYPES
01. Transportation Airfare 6600 6605
Includes Baggage, Priority Access, Ticketed Change and other fees--
01. Transportation Airline Fees 6600 6605select from drop down list
01. Transportation Car Rental 6600 6605All allowable car rental charges with exception of fuel
01. Transportation Car Rental Fuel 6600 6605Fuel for car rental ONLY
01. Transportation Other Transportation not listed separately 6600 6605
01. Transportation Parking/Tolls-Travel 6600 6605
01. Transportation Personal Car Mileage 6600 6605
01. Transportation Rail/Train/Subway 6600 6605
01. Transportation Taxi/Bus/Shuttle/Limo 6600 6605
02. Lodging Hotel 6600 6605
02. Lodging Hotel Tax 6600 6605System Use-Not available as selection for user
02. Lodging Hotel Advanced Deposit 6600 6605
02. Lodging Housing Other than Hotel 6600 6605
03. Meals-Travel Meals-Individual Travel 6600 6605
03. Meals-Travel Business Meals with Associates 6625 6625Attach attendee list and justification of need for meal
04. Per Diem Daily Allowance 6600 6605System generated based on use of GSA per diem rates
04. Per Diem Daily Allowance (Lodging) 6600 6605System generated based on use of GSA per diem rates
04. Per Diem Daily Allowance (Gross) 6600 6605System generated based on use of GSA per diem rates
04. Per Diem Per Diem-Both Lodging and Meals & Incidentals 6600 6605
04. Per Diem Per Diem-Lodging Only 6600 6605
04. Per Diem Per Diem-Meals & Incidentals Only 6600 6605
Adjustment needed to reduce to fixed amount set by
04. Per Diem Per Diem Reduction-enter as negative 6600 6605budget/department
05. Miscellaneous Travel Booking Fees-Travel Agency 6600 6605
05. Miscellaneous Travel Currency Conversion Fee 6600 6605
05. Miscellaneous Travel Internet/Phone/Fax 6600 6605Justification required
05. Miscellaneous Travel Laundry/Dry Cleaning 6600 6605
05. Miscellaneous Travel Medical/Inoculation Fees 6600 6605
05. Miscellaneous Travel Other Travel Expense 6600 6605Include Explanation/description of charge
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EXPENSE TYPES FOR USE WITH CONCUR REPORTING
Domestic International
Parent Category Expense Type Account Account Description/Notations
This includes all tips that are not included on a meal ticket. (valet
05. Miscellaneous Travel Tips-Bellhops, Hotel Maids, Baggage (non-meal tips) 6600 6605parking, taxi, shuttle, bellhops, hotel maids, etc.)
05. Miscellaneous Travel Visa/Passport Fees 6600 6605
06. Fees Conference Registration Fee 6615 6615
06. Fees Memberships, Dues & Certifications 6570 6570
07. Entertainment Alcohol 6626 6626Attach attendee list
07. Entertainment Catering Services 6626 6626Attach attendee list
07. Entertainment Event Services/Supplies 6626 6626Attach attendee list
07. Entertainment Entertainment Meals with guests 6626 6626Attach attendee list
07. Entertainment Entertainment Other 6626 6626Requires explanation/description of charge. Attach attendee list
08. Relocation-Employee Relocation-Faculty 6116 6116
08. Relocation-Employee Relocation-Post Doc 6186 6186
08. Relocation-Employee Relocation-Staf 6136 6136
09. Team/Group Team/Group Air Charter 6609 6609
09. Team/Group Team/Group Airfare-Commercial 6609 6609
Includes Baggage, Priority Access, Ticked Change and other fees--
09. Team/Group Team/Group Airline Fees 6609 6609select from drop down list
09. Team/Group Team/Group Ground Transportation 6609 6609
09. Team/Group Team/Group Group Hotel Charges 6609 6609
09. Team/Group Team/Group Group Meals 6609 6609
09. Team/Group Team/Group Personal Car Mileage-Admin travel 6609 6609
09. Team/Group Team/Group Booking Fees-Travel Agency 6609 6609
09. Team/Group Team/Group Other Travel Expense 6609 6609
10. Recruiting Student/Athlete Recruiting Expenses 6650 6650
10. Recruiting Employee Recruiting Expenses 6655 6655
11. Personal Expense Personal Expense 1281 1281Reimbursement to SMU required
13. Cash Advance Cash Advance Return 1285 1285System generated
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EXPENSE TYPES FOR USE WITH CONCUR REPORTING
Domestic International
Parent Category Expense Type Account Account Description/Notations
EXPENSE POLICY - EXPENSE TYPES
All supplies used in the operation of labs, including chemicals,
biological supplies, test tubes, etc.; except office related supplies
01. Supplies Lab Supplies 6330 6330such as paper, pencils, etc.
01. Supplies Non-capital Lab Equipment 8110 8110Lab equipment costing less than $5000
01. Supplies Other Non Capital equipment 8120 8120Acquisition and installation cost of equipment other than computers
For supplies that do not fit into any of the other categories,
including office and teaching supplies purchased at vendors other
01. Supplies Other Supplies 6345 6345than Staples.
Newspapers, magazines, professional and trade journals, etc.,
unless they are included in a membership which should be coded as
the appropriate membership expense which is under "Other" on
01. Supplies Subscriptions, Periodicals, & Publications 6325 6325this list.
Supplies must be purchased through Staples unless there is an
01. Supplies Supplies Purchased at Staples 6300 6300approved exception.
The University does not provide cell phones or reimburse for cell
02. Information Technology and phone costs unless an exception is approved. All those cell phone
Communication Cell Phone Charges 7055 7055costs should be incurred and paid through OIT.
Other computer costs including network charges, charges
02. Information Technology and associated with on-line systems computer services provided by of-
Communication Computer Costs, Outside Vendors 6430 6430campus organizations, etc.
02. Information Technology and
Communication Computer equipment 8225 8225Cost of acquiring computer equipment and accessories
02. Information Technology and
Communication Computer Hardware Maintenance 6940 6940Hardware repair, service calls and maintenance agreements
Other computer costs including network charges, charges
02. Information Technology and associated with on-line systems computer services provided by of-
Communication Computer Network Costs 6410 6410campus organizations, etc.
Other computer costs including network charges, charges
02. Information Technology and associated with on-line systems computer services provided by of-
Communication Computer Online Services 6420 6420campus organizations, etc.
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EXPENSE TYPES FOR USE WITH CONCUR REPORTING
Domestic International
Parent Category Expense Type Account Account Description/Notations
02. Information Technology and
Communication Computer Software Maintenance 6960 6960Software maintenance costs and maintenance agreements
02. Information Technology and
Communication Computer Software Non-Capital 6310 6310Computer software such as Microsoft Office, etc.
02. Information Technology and
Communication Computer Supplies 6315 6315Computer paper, etc. necessary for the operation of computers
02. Information Technology and
Communication Computers Hardware Purchase, non-capital 8100 8100Computers with an individual cost less than $5,000
Telephone service costs including equipment lease costs,
02. Information Technology and installation and maintenance. These costs should all be incurred
Communication Telephone-Local 7040 7040and paid through OIT.
02. Information Technology and
Communication Telephone-Long Distance 7060 7060Long distance and credit card calls
02. Information Technology and For OIT telephone expenses and to record the distribution of
Communication Telephone Equipment 7050 7050charges for telephone equipment and service to departments
Cost of copying done by outside vendors, excluding lease charges.
Copying should be done by SMU poerferred vendors whenever
03. Printing/Copying/Mailing Copy charges 6375 6375possible.
Cost of delivering non-capitalized supplies and equipment to
03. Printing/Copying/Mailing Freight or shipping charges 6365 6365campus
Direct payments for local delivery service such a Dial-A-Messenger,
03. Printing/Copying/Mailing Local Courier 6355 6355One Hour Delivery, Big D, Eagle, etc.
Direct payments for out-of town deliveries such as Federal Express,
03. Printing/Copying/Mailing Long Distance Courier 6360 6360DHL, UPS, and U.S. Postal Service, etc.
Stamps, meter cost, packages and bulk mail costs paid directly to
03. Printing/Copying/Mailing Postage and Mailing 6350 6350the Post Office
General printing other than publishing costs done by outside
vendors, including forms and correspondence done by vendors
03. Printing/Copying/Mailing Printing, outside vendor 6370 6370other than Richo, the University's preferred vendor
General printing other than publishing costs done by outside
03. Printing/Copying/Mailing Printing, Ricoh 6370 6370vendors, including forms and correspondence by Ricoh
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