Resources

The maximum surcharge allowed by Visa on T&E Card purchases is 3%. Effective April 15, 2023, Visa reduced the permissible merchant surcharge to the lower of: (a) the actual rate charged to the merchant by Visa, or (b) 3%. This is valid nationwide.

If a cardholder is expecting a credit for a T&E Card transaction, they must still meet the standard deadline of 30 days for submitting the original transaction. This applies even in cases of fraud, merchandise returns, or accidental purchases awaiting a refund. While it's preferable to consolidate the purchase and credit on the same report, the initial transaction must be submitted on time even if waiting for the credit.

Creating an accidental reimbursement is caused by either:

  • Not selecting the card transaction on the expense report, which results in a reimbursement; or
  • Selecting a receipt that was submitted through the mobile app without also selecting the card transaction. Receipts uploaded through the mobile app are formatted very similarly to a card transaction. The receipts are labeled as "Quick Expenses" so make sure that the Bank of America T&E Card Transaction is selected as well.

 

View the Expense Item Descriptions chart to view which spend categories are tied to which expense items.

Procedures on companion travel
Preferred method of payment for travel expenses
Procedures for using the T&E card
How to expense a personal transaction on a T&E card and correct an accidental reimbursement of a T&E card charge
University purchases from vendors located in Virginia
  • The University is a state agency and therefore is generally exempt from Virginia sales tax.
  • Primary exception: Lodging, airfare, and rail are generally taxable.
  • Virginia vendors may request that University purchasers provide an exemption certificate before they agree to waive sales tax.
Guidelines on what purchases should and should not be purchased on the T&E card
Guidelines on when the T&E card may be used for non-eVA excluded items
Policy on staying at an Airbnb, VRBO, or other alternative lodging
Procedure for tipping and gratuity
Determine if parking fees are allowed to be reimbursed
How to expense a refund or credit on a T&E Card
Canceling a T&E Card for departing and departed employees
T&E cards for Students or Non-Employees

No. Please refer to the Goods & Services Guide for preferred payment methods. Payments should be made by PO, Supplier Invoice request, T&E card, or personal credit card/cash for reimbursement. Goods and services purchased with a gift card, airline miles, personal unused ticket credits, credit card points, or similar are not reimbursable.