ctcLink Reference Center9.2 Finance9.2 FIN - Expenses Expense Reports - Traveler9.2 Creating Expense Reports From Travel Authorizations

9.2 Creating Expense Reports From Travel Authorizations

Purpose:  Use this document as a reference for creating an expense report from a travel authorization 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:  NavBar > Navigator > Employee Self-Service > Travel and Expenses > Expense Reports > Create/Modify

  1. The Expense Report search page displays.
  2. Enter Empl ID.
  3. Select Add.
Expense Report search page
  1. The Create Expense Report page displays.
  2. Pull down the Populate from menu on the Quick Start field and choose the A Travel Authorization menu option on the Quick Start field.
  3. Select the GO button next to the Quick Start field.
Create Expense Report page
  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.
Copy From Approved Travel Authorization window
  1. The Copy from Approved Travel Authorization window disappears.
  2. Select the Save For Later button (or link) to save the Expense Report without submitting it for approval.
Create Expense Report page

For more information on budget checking and liquidating Travel Authorization encumbrances, please see items 14-17 in the QRG 9.2 Understanding Budget Checking Expense Transactions.

  1. Process complete.

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