Training Video

Using Banner Travel With Egencia (6:11)

Procedures

If using Egencia and the University travel card, enter the following on the Travel Authorization in Banner TEM:

  • Reimbursable tab - enter 'Authorization Only' for the FOAPAL to be charged, as well as all other reimbursable expenses (per diem, mileage, etc.)
  • Non-Reimbursable tab - list airfare, hotel, etc. (anything to be booked in Egencia); the payment method should be 'Travel Procard':
    • Note that travelers can still search for flights, hotels, etc. in Egencia without having to book those items right away - the searches can be saved in Egencia (under 'Trips') and then booked once the Travel Authorization has been approved
    • It may be advisable to enter an amount on the Travel Authorization which is a little higher than the rates found in Egencia to allow for price fluctuations
  • If funding for a given Egencia expense item will be split between FOAPALs, enter a comment detailing the particulars of the split

If using Egencia and a personal card, enter the following on the Travel Authorization in Banner TEM:

  • Reimbursable tab - enter Egencia expenses to be funded with a personal card
  • If funding for a given Egencia expense item will be split between FOAPALs, record the split for the reimbursable expense in Banner TEM as opposed to just entering a comment

If the Egencia charge was paid for with the University travel card, the charge will go back against the FOAPAL(s) indicated above at the end of the month.