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:
- From the My Expenses screen
- Select TA Report (name of report may differ) from the Expense menu.
- On the Create A New Report screen, enter the:
- Purpose
- Start and End Dates
- Currency
- Cash Advance Request
- Any required WBS or Distribution information
This will display the Expenses screen, where you can:
- Add An Expense: Add any expenses in addition to the cash advance request.
- Submit the Report: Submit report for approval.
If the TA Report has been approved, you can attach the report to the actual expense report.
- Select Report Requires TA and select the TA Report from the menu
You will be taken to the Expenses screen where you can:
- Add An Expense: Expenses that were incurred that were not part of the original TA Report.
- Modify An Expense: Edit expenses that were different from what was requested in the TA Report.
- Submit the Report: Submit report for approval.