Linking a Travel Authorization to an Expense Report

   Overview   

In an effort to help match up travel expense predictions with those on the expense report, it is advised that you associate a travel authorization to the report. The system will allow you to associate multiple travel authorization to an expense report as long as those TA's are not older than 6 months.

Linking documents allows approvers to expedite approval by easily allowing them to view expenses and their predictions/justifications.

 

This article will show you the steps to select a Travel Authorization to associate with an Expense Report.

1. Step 1

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First, log into the UGA Financial Management System.

Click the Expenses tile.

2. Step 2

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Click the My Expense Reports tile.

3. Step 3

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The My Expense Reports Page is displayed. From this page, you can view and edit expense reports that have not been submitted.

Click the appropriate expense report.

Example shown here: Presentation.

4. Step 4

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The Expense Report detail page is displayed. Review the information for the expenses.

After review, click the Review and Submit button.

5. Step 5

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The Expense Summary page is displayed. Within the Additional Information section, the Travel Authorization menu item lists the number of travel authorizations that can be associated with the selected report.

Click the Travel Authorization menu item.

6. Step 6

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The Travel Authorization window is displayed. Only Approved Travel Authorizations for the last 6 months are visible for association to the expense report.

7. Step 7

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Click the Associate button next to the appropriate Travel Authorization.

Example shown here: Authorization ID 0100065411.

8. Step 8

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Within the Travel Authorization menu item, it now displays that the selected Authorization is associated with the report. Please note that associations can also be created during the initial creation of an expense report.
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