Page Comparison

A Travel Authorization (TA) is used to request pre-approval of potential expenses as well as an advance to cover those expenses. It is submitted in a similar fashion as an expense report.

To request a Travel Authorization:

...

1. Go to Expense 
2. Click on Create a New Report and select the TA Report from the drop down (name of report may differ per client)

...

1. .
2. On the

...

1. Cover Page enter the following:
   1. Purpose
   2. Start and End Dates
   3. Currency - May be enabled 
   4. City - May be enabled
   5. Cash Advance Request
   6. Any required WBS or Distribution information

...

This will display the Expenses screen, where you can:

...

2. To save, click on Create Report. 
3. The system will automatically take you to the Expenses screen where you can Add Expenses in addition to the cash advance request. 
4. Once completed, you can Submit the

...

1. report for approval.
   

...

To Apply a Travel Authorization to and Expense Report:

Once the TA Report has been approved, you can attach the TA report to the actual expense report.

...

1. Go to Expense
2. Click on Create a New Report and select the report type that allows you to create a report based on an TA Report.
   Image Added
3. Select Travel Expense (Allows Attached of TA) and select the TA Report from the menu. The name of the report will vary.
4. You will be taken to the

...

1. Cover Page and then the Expenses.