Travel Approvals - IN.govTravel Authorizations that are pending your review. Clicking the...
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Page 1 of 12 Indiana Department of Administration | Procurement Division Table of Contents Approver Role ............................................................................................................................................... 1 Email Notification.......................................................................................................................................... 2 Approve a Report ...................................................................................................................................... 3 Send Back a Report ................................................................................................................................... 4 Approve Transactions ................................................................................................................................... 5 Navigation: ................................................................................................................................................ 6 Overview Tab ............................................................................................................................................ 7 Expense Reports Tab................................................................................................................................. 8 Time Reports Tab ...................................................................................................................................... 8 Time Adjustments Tab .............................................................................................................................. 8 Travel Authorizations Tab ......................................................................................................................... 9 Cash Advances Tab.................................................................................................................................... 9 Errors Tab .................................................................................................................................................. 9 Report Review ......................................................................................................................................... 10 Approve a Report .................................................................................................................................... 11 Send Back a Report ................................................................................................................................. 12 Approver Role As an approver, you are responsible for reviewing different information based on your role. Each approver should be designated to review specific information. For example, some reviewers may be confirming the validity of the travel event while other users may be reviewing expenses or accounting details. Contact your agency travel department for guidance on your approval role. There are 2 main methods to access a report for review: • Email Notification • Approve Transactions Travel Approvals
Transcript of Travel Approvals - IN.govTravel Authorizations that are pending your review. Clicking the...
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Indiana Department of Administration | Procurement Division
Table of Contents
Approver Role ............................................................................................................................................... 1
Email Notification .......................................................................................................................................... 2
Approve a Report ...................................................................................................................................... 3
Send Back a Report ................................................................................................................................... 4
Approve Transactions ................................................................................................................................... 5
Navigation: ................................................................................................................................................ 6
Overview Tab ............................................................................................................................................ 7
Expense Reports Tab ................................................................................................................................. 8
Time Reports Tab ...................................................................................................................................... 8
Time Adjustments Tab .............................................................................................................................. 8
Travel Authorizations Tab ......................................................................................................................... 9
Cash Advances Tab .................................................................................................................................... 9
Errors Tab .................................................................................................................................................. 9
Report Review ......................................................................................................................................... 10
Approve a Report .................................................................................................................................... 11
Send Back a Report ................................................................................................................................. 12
Approver Role As an approver, you are responsible for reviewing different information based on your role. Each approver should be designated to review specific information. For example, some reviewers may be confirming the validity of the travel event while other users may be reviewing expenses or accounting details. Contact your agency travel department for guidance on your approval role. There are 2 main methods to access a report for review:
• Email Notification • Approve Transactions
Travel Approvals
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Email Notification When a Travel Authorization or Expense Report enters your worklist, you will receive an email notification sent to your State email address.
Clicking the hyperlink will take you to the PeopleSoft Financials Login page
Enter your User ID and Password
Click Sign In
After signing in, you will be directed to the report (Travel Authorization or Expense Report) that is pending your review.
Once you have reviewed the areas you are responsible for, you will have two options:
Approve
Send Back
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Approve a Report Approving a report confirms your endorsement of the areas you are accountable for
Click Approve
Clicking Approve will take you to the Save Confirmation transaction page.
Click OK
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Send Back a Report Sending Back a report denotes you have found an issue.
Comment: Prior to sending back a report, you will need to make a comment to provide instruction on correcting the issue(s).
Click Send Back
Clicking Send Back will take you to the Save Confirmation transaction page.
Click OK
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Approve Transactions The Approve Transactions method is useful for approvers that have a high volume of reports to review. While there are multiple navigation methods, below is the recommended path.
Enter your User ID and Password
Click Sign In
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Navigation: NavBar >> Navigator >> Travel and Expenses >> Approve Transactions >> Approve Transactions
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1 NavBar
Navigator
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Travel and Expenses
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Approve Transactions
Approve Transactions
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The Approve Transactions page lists all pending reports.
This page lists the following tabs: Overview | Expense Reports | Time Reports | Time Adjustments | Travel Authorizations | Cash Advances | Errors
Overview Tab
The Overview tab lists all Expense Reports and Travel Authorizations that are pending your review.
Clicking the hyperlinked Transaction ID will open the report allowing you to review.
Review options will be explained in the Report Review Section.
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Expense Reports Tab This tab lists all Expense Reports pending your review.
Clicking the hyperlinked Transaction ID will open the report allowing you to review.
Review options will be explained in the Report Review Section.
Time Reports Tab This tab is not used at this time
Time Adjustments Tab This tab is not used at this time.
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Travel Authorizations Tab This tab lists all Travel Authorizations pending your review.
Clicking the hyperlinked Transaction ID will open the report allowing you to review.
Review options will be explained in the Report Review Section.
Cash Advances Tab The Cash Advances tab is not used at this time.
Errors Tab This tab lists Expense Reports and Travel Authorizations that have been flagged by the system with errors that need to be addressed prior to report.
Clicking the hyperlinked Transaction ID will open the report allowing you to review.
Review options will be explained in the Report Review Section.
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Report Review After selecting the appropriate tab and clicking the hyperlink for the report you want to review; you will need to review the report sections you are responsible for.
Once you have reviewed the areas you are responsible for, you will have two options:
Approve a Report
Send Back a Report
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Approve a Report Approving a report confirms your endorsement of the areas you are accountable for.
Click Approve
Clicking Approve will take you to the Save Confirmation transaction page.
Click OK
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Send Back a Report Sending Back a report denotes you have found an issue or issues.
Comment: Prior to sending back a report, you will need to make a comment to provide instruction on correcting the issue(s).
The objective is to address all issues to minimize the number of times a report needs to be returned.
Contact your agency Travel Coordinator if you have questions.
Click Send Back
Clicking Send Back will take you to the Save Confirmation transaction page.
Click OK
