Attaching a Document to a Travel Authorization Concept

Attaching a Document to a Travel Authorization Concept

Attaching a Document to a Travel Authorization

Attaching a Document to a Travel Authorization Step 1 Begin by navigating to the Travel Authorization Entry page. Click the Employee Self-Service menu.

Attaching a Document to a Travel Authorization Step 2 Click the Travel and Expense Center menu.

Attaching a Document to a Travel Authorization Step 3 Click the Create/Modify link.

Attaching a Document to a Travel Authorization Step 4 Click the Add button.

Attaching a Document to a Travel Authorization Step 5 Use the Travel Authorization Entry page to create a new travel authorization request.

Attaching a Document to a Travel Authorization Step 6 When attaching large documents to transactions, it is recommended that you create and save the transaction first. In this case, the attachments are small. You will create a travel authorization for air travel, attach the agenda at the header level, and attach your other document at the line level. Then you will save the authorization.

Attaching a Document to a Travel Authorization Step 7 Enter the desired information into the Description field. Enter "Training in Dallas".

Attaching a Document to a Travel Authorization Step 8 Click the Business Purpose list.

Attaching a Document to a Travel Authorization Step 9 Click the Release Training list item.

Attaching a Document to a Travel Authorization Step 10 Click in the Default Location field.

Attaching a Document to a Travel Authorization Step 11 Enter the desired information into the Default Location field. Enter "Dallas, Texas".

Attaching a Document to a Travel Authorization Step 12 Click in the Date From field.

Attaching a Document to a Travel Authorization Step 13 Enter the desired information into the Date From field. Enter "12/12/2013".

Attaching a Document to a Travel Authorization Step 14 Click in the Date To field.

Attaching a Document to a Travel Authorization Step 15 Enter the desired information into the Date To field. Enter "12/15/2013".

Attaching a Document to a Travel Authorization Step 16 Click the Expense Type list.

Attaching a Document to a Travel Authorization Step 17 Click the Air Travel list item.

Attaching a Document to a Travel Authorization Step 18 Enter the desired information into the Date field. Enter "12/12/2013".

Attaching a Document to a Travel Authorization Step 19 Click in the Amount field.

Attaching a Document to a Travel Authorization Step 20 Enter the desired information into the Amount field. Enter "1243. 65".

Attaching a Document to a Travel Authorization Step 21 Click the Payment Type list.

Attaching a Document to a Travel Authorization Step 22 Click the Visa list item.

Attaching a Document to a Travel Authorization Step 23 Click the Detail link.

Attaching a Document to a Travel Authorization Step 24 Click in the Description field.

Attaching a Document to a Travel Authorization Step 25 Enter the desired information into the Description field. Enter "Airline to Dallas".

Attaching a Document to a Travel Authorization Step 26 Click the Check Expense For Errors button.

Attaching a Document to a Travel Authorization Step 27 Click the Return to Travel Authorization Entry link.

Attaching a Document to a Travel Authorization Step 28 Your company requests that you attach an agenda for the training to the travel authorization. Notice that there is no number mentioned referring to the number of attachments. Click the Attachments link.

Attaching a Document to a Travel Authorization Step 29 Use the Travel Auth Attachments page to add new attachments, view existing attachments, or remove attachments.

Attaching a Document to a Travel Authorization Step 30 Click the Add Attachment button.

Attaching a Document to a Travel Authorization Step 31 Click the Browse. . . button.

Attaching a Document to a Travel Authorization Step 32 Navigate to the location where you stored your attachment and select it. Click the TA_Agenda_Dallas_Mtg_H. doc list item.

Attaching a Document to a Travel Authorization Step 33 Click the Open button.

Attaching a Document to a Travel Authorization Step 34 Click the Upload button.

Attaching a Document to a Travel Authorization Step 35 Optionally, you can enter a description for the attachment. Click in the Description field.

Attaching a Document to a Travel Authorization Step 36 Enter the desired information into the Description field. Enter "Agenda for Dallas Training".

Attaching a Document to a Travel Authorization Step 37 Click the OK button.

Attaching a Document to a Travel Authorization Step 38 Notice that the number for the Attachments link is a one (1). This means that there is one attachment. The system updates this number every time you add or delete an attachment.

Attaching a Document to a Travel Authorization Step 39 Attachments can also be performed at the line level. Click the Add button.

Attaching a Document to a Travel Authorization Step 40 Click the Add Attachment button.

Attaching a Document to a Travel Authorization Step 41 Click the Browse. . . button.

Attaching a Document to a Travel Authorization Step 42 Navigate to and select the attachment. Click the TA_Agenda_Dallas_Other. doc list item.

Attaching a Document to a Travel Authorization Step 43 Click the Open button.

Attaching a Document to a Travel Authorization Step 44 Click the Upload button.

Attaching a Document to a Travel Authorization Step 45 You do not need to enter a description for this attachment. Click the OK button.

Attaching a Document to a Travel Authorization Step 46 Click the vertical scrollbar.

Attaching a Document to a Travel Authorization Step 47 Click the Save for Later button.

Attaching a Document to a Travel Authorization Step 48 You have successfully attached a document to the header level and the line level of a travel authorization. End of Procedure.