| KB Articles |
645
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How to Budget-Check a Travel Authorization or Expense Report
All Travel Authorizations and Expense Reports must pass the budget-checking process before they can be approved for processing.
Travel Authorizations must be manually budget checked by the Department Approv...(more)
3/26/2008
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642
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Approve Button is Gray & Unclickable...Now What?
If you are a Department Approver (usually a principal or any type of site administrator), and you're trying to approve a Travel Authorization or an Expense Report, you may encounter an Approve Button that is grayed-out and not available for clicking. Th...(more)
3/26/2008
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641
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Multiple People on One Travel Authorization? Yes, But...
Generally speaking, the district usualy requires each individual employee who travels to submit a separate Travel Authorization for him/herself. However, if two or more employees are going to travel to the same event (conference, workshop, seminar, etc....(more)
3/26/2008
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528
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Got a Budget Error on Travel Authorization or Expense Report - What Now?
If you see a budget error message showing on Travel Authorization or Expense Report, that means you must resolve the error before you can finish processing the it. If you are an Approver, you must click the Send Back button on the repor...(more)
3/26/2008
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466
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How to Approve a Travel Authorization
Travel Authorizations must be approved by two people - first by the Department Head or Principal (of the department or school paying for the travel); and then by the Branch Head or Area Superintendent of that department or school.
3/26/2008
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463
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What is an "Expense Type"?
An Expense Type is a single expense, such as "Conference Registration Fee," or "Meals," or "Airfare." Expense Types are added onto travel forms (either a Travel Authorization or an Expense Report). Travel forms are re...(more)
3/26/2008
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462
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How to Create a Travel Authorization
District policy states that all travel, including local conferences, must be approved in advance if your school or department plans to pay for any part of it. This means that if you are going to travel to any conference, workshop, seminar, or other busi...(more)
3/26/2008
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403
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When a Travel Authorization or Expense Report is Routed to the Wrong Approver
This can happen to anyone. It usually happens because the person who created and submitted the form used an incorrect Department ID code number in the budget Chartfield string. Either that, or else the Approver it was supposed to route to has not ...(more)
3/26/2008
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402
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Travel Authorization or Expense Report was Sent Back...Now What?
There can be several different reasons why travel authorizations or expense reports are sometimes sent back for revision. The most common reasons for this are:
- You ...(more)
3/26/2008
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358
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How to Edit a Travel Authorization or Expense Report
You can edit (make changes, additions, or deletions) a Travel Authorization or Expense Report under two circumstances:
- You started the TA or ER and saved it for later, without submitting it yet, ...(more)
3/26/2008
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