QUICK REFERENCE – TRAVEL AUTHORIZATION (SIDE 1)
Employee Self-Service > Travel and Expense Center > Travel Authorization > Create
General Information:
Description – Reason for the trip
Business Purpose – Select the best choice from the drop
down menu.
Default Location – Select the primary location of trip. (For
US locations enter the 2 character state, for foreign
countries enter first few character of the country. Select city
if listed. If not listed select “No Specific City”.
Date From and Date To – Enter beginning and ending travel
dates.
Comment – Full reason for the trip
Click on Accounting Defaults hyperlink
Accounting Defaults:
Default chartfield is you HR department.
If this is not the correct chartfield to be charged for trip,
change by selecting the correct SpeedChart.
Split expenses by clicking the Add ChartField Line button to
insert more lines. In the % column of the grid, identify what
percentage of the expense should be charged to each
accounting combination. Total % must equal 100%.
To delete a chartfield line click on the “-“.
Click OK to go back to TA
QUICK REFERENCE – TRAVEL AUTHORIZATION (SIDE 2)
Details Expenses: 2 way of entering the information (Quick
or Detailed)
1) Quick TA:
Expense Type – Select Miscellaneous Domestic Travel or
Miscellaneous Foreign Travel
Date – Enter the first day of the trip
Amount – Enter full amount of Trip to be encumbered
Payment Type – Select from drop down
Billing Type – Select Billable for grants (Funds 375, 378, 394
and 395). Select Internal for all other funds.
2) Detail TA: Follow Training Manual section Module 3
Creating a Travel Authorization
Click Check for Errors
Make correction when necessary.
Click Submit when ready to submit the TA for approvals.
A confirmation page will display. Click OK button.