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Billing, Payments, & BluCards

  • Invoices/Payment Request
    Use to submit all invoices and payment requests, which include Honoraria (non-faculty), human subject fees, and petty cash 
  • Reimbursements

    Staff, Students, and Faculty are now able to directly enter all travel, entertainment, and other reimbursement requests in the Campus Reimbursement System; link is above. The campus system shortens processing time to payment from weeks to days, prevents duplication, allows for electronic approvals, and puts more control of the process in the hands of employees requesting reimbursement.  For more information or help please visit the Controller’s Office website or email

  • Recreational Sports Request
    Submit for assistance with all Cal Recreational Sports Membership billing and payroll deductions (including cancellation, holds, and refunds)
  • Credit Card Payment
    Submit for all transactions that need credit card authorization, including (catering payments, meal vouchers, and credit card refunds). For credit card transactions paid over the phone, please fill out the Payment Authorization Form prior to completion of transaction.
  • Billing Discrepancies
    Use to submit for assistance with billing discrepancies including (ECEP Non-Student Billing, Housing Non-Student Billing, UCB Sponsorship Program, Cal 1 Card transactions, housing charge reversals, etc.)
  • Rental Verification
    Submit for rental verification and Lease Agreement verification requests. If requesting this on behalf of a former tenant a signed document showing the authorization to release such records is required before processing will take place
  • Departmental Deposit
    Submit for assistance with Student Affairs departmental deposits to ensure they hit the GL. Deposits include cash, credit card, and check deposits 
  • Student Opportunity Fund (SOF)
    Download and submit reimbursement for Student Opportunity Fund Travel Expenses

New BluCard Process

Effective May 1, 2021, all cardholders will be responsible for the reconciliation/verification of their transactions directly in BFS. At the same time, submissions to Financial Services requesting approval of verified transactions will no longer need to be done. Financial Services will be running reports regularly from CalAnswers to identify all transactions in ‘Verified’ status only reviewing and approving purchases in that status. To assist in making sure that approvals are occuring in a timely manner, reconciliations must be completed 3 business days prior to the transaction clear date as noted in BFS. This gives Financial Services staff time to reach out to the cardholder if there are any issues. If you have other staff that have been submitting reconciliations on your behalf, whether career or student, we can absolutely have them set up for BFS training and access.