Creating Expense Reports From Travel Authorizations

Purpose:  Use this document as a reference for creating an Expense Report (ER) from a Travel Authorization (TA) in ctcLink.

Audience:  All staff.

PREREQUISITES:  Must have created and fully approved a travel authorization for the traveler.  You must be authorized to edit travel documents for the traveler even if the you are the traveler.

Creating Expense Reports From Travel Authorizations

Navigation: Employee Self-Service > Travel and Expenses > Expense Reports > Create/Modify

  1. The Expense Report search page displays. Enter or lookup Empl ID.
  2. Select the Add button.
  3. The Create Expense Report page displays.
  4. Pull down the Populate from menu on the Quick Start field and choose the A Travel Authorization menu option.
  5. Select the GO button next to the Quick Start field.
Select from Quick Start menu A Travel Authorization
  1. The Copy from Approved Travel Authorization window displays.  Use it to search for the Travel Authorization you would like to copy into an Expense Report.
  2. Select the Select button next to the Travel Authorization you would like to copy from in the search results.
Select the TA option
  1. The Copy from Approved Travel Authorization window disappears.
  2. The updated Create Expense Report page displays.
  3. Select the Save For Later button (or link) to save the Expense Report without submitting it for approval. Notice upon save, the page name updates from 'Create Expense Report' to 'Modify Expense Report'.
save for later

For more information on budget checking and liquidating Travel Authorization encumbrances, please see items 14-17 in the QRG Understanding Budget Checking Expense Transactions.

  1. Process complete.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial Via Panopto

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