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Business and Financial Policies and Procedures

8.4.5 Partial Close of a Program Advance to Pay Human Subjects

Policy Statement

Before you begin the procedure, it is the custodian's and business manager's responsibility to become familiar with additional policies related to this topic.


To partial close a human subject advance:

  1. Log in to TEM. In the Create New area, select the Expense Report icon. Consult the job aid for System Navigation if you need help identifying the icon.
  2. Choose the purpose “Employee Misc Expense Reimbursement”. Proceed through the screens. For step-by-step instructions, including how to submit documentation that details how the cash was spent, consult “To Clear the Advance” in the job aid Open and Close a Human Subject Program Advance.
  3. UPAY reviews the expense report to ensure the funds were spent in accordance with policy.

8.4.1 Cash Advances for Human Subject Payments
8.4.2 Reconciliation of a Program Advance
8.4.3 Replenish a Program Advance to Pay Human Subjects
8.4.4 Close a Program Advance to Pay Human Subjects
8.4.6 Request Checks Made Payable to Human Subjects

TEM Resource Page
Job aid for System Navigation
Job aid for Open and Close a Human Subject Program Advance
Job aid for Create an Expense Report (ER)
University Payables Training Materials
University Bursar office locations and hours:

Last Updated: February 25, 2019 | Approved: Senior Associate Vice President for Business and Finance | Effective: November 15, 2017

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