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

1. The Create a Travel Authorization search page displays. Depending on your role, the Empl ID will default into the field. If you are authorized to enter a travel authorization on behalf of someone else, then you will need to look up the Empl ID first.
2. Select the Add button.

3. The Create Travel Authorization page displays. Select Business Purpose from the drop-down menu.
4. Enter the Description.
5. Enter or lookup the Default Location from the drop-down menu. The most common use will be to look up the Expense Location codes in Washington. Enter ‘WA’ in the field next to ‘begins with’. Select Look Up.
6. Enter a date or use the calendar menu in the Date From field to select the first day of travel. Enter a date or use the calendar menu in the Date To field to select the last day of travel.
7. In the Projected Expenses section, select Quick-Fill.

8. The Quick-Fill window displays. The date range defaults to the Date From and Date To dates you entered in the Travel Authorization Header. Update the dates in the Quick-Fill window as needed.
9. To add expense lines, select the checkbox(es) (One Day or All Days) next to the Expense Type you want to Quick-Fill. Use the scroll bar to view all available Expense Types.
10. Select the OK box to close the Quick-Fill box and return to the Create Travel Authorization page.

11. The added expense types are added to the Travel Authorization. Use the Expand All / Collapse All links for easier visibility.
12. For each line added, enter Description, Payment Type and Amount.
13. Expand the Accounting Details drop-down arrow to view or edit the Chartfields. The Accounting Details section displays. Depending upon your college business practice, your Accounting Details may populate automatically. If not, enter in the following Chartfield values to make up a valid Chartstring;
    1. Select the Operating Unit from the lookup menu.
    2. Select the Fund from the lookup menu.Optional: if applicable, add the Appropriation Index.
    3. Select the Department from the lookup menu.
    4. Select the Class from the lookup menu.
    5. Select the State Purpose from the lookup menu.
14. Select Save for Later or Summary and Submit.

Navigation: Fluid Menu > Employee Self-Service > Expenses > Create Travel Authorization

1. The Travel Authorization (TA) Entry Fluid page displays.

2. On the Travel Authorization Entry page enter a Description.
3. Select Business Purpose from the drop-down menu.
4. In the Comments section, enter a Comment. ‘Comments’ entered in Fluid Travel Authorization creation are only viewable to approvers using Fluid Approvals (the Approval icon on the Navbar). Whereas ‘Notes’ that the Traveler adds in the Classic Travel Authorization creation nav path are viewable by Approvers using both Fluid and Classic Expenses Approvals.
5. Enter or lookup the Travel From location. The most common way to lookup is to start typing the city and select the appropriate location. Enter or lookup the Travel To location.
6. Enter a date or use the calendar menu in the Date From field to select the first day of travel. Enter a date or use the calendar menu in the Date To field to select the last day of travel. The Trip Duration will update automatically.
7. Scroll down to view the Details section and select Quick-Fill.

8. The Quick-Fill window displays. The date range defaults to the Date From and Date To dates you entered in the Travel Authorization Header. Update the dates in the Quick-Fill window as needed.
9. To add expense lines, select the checkbox(es) (One Day or All Days) next to the Expense Type you want to Quick-Fill. Use the scroll bar to view all available Expense Types.
10. Select the Done box to close the Quick-Fill box and return to the Create Travel Authorization page.

11. The added expense types are added to the Travel Authorization. For each line added, enter Description and Amount (if not per diem Expense Type).
12. Select the Accounting Icon in each line to add or update the chartfield values. If all or most of the Expense lines will have the same chartfield values, it is recommended to select Accounting Default at the top left of the Details header section, and enter the default chartfield values for the Travel Authorization.  If not, enter in the following Chartfield values to make up a valid Chartstring;
    1. Select the Operating Unit from the lookup menu.
    2. Select the Fund from the lookup menu.Optional: if applicable, add the Appropriation Index.
    3. Select the Department from the lookup menu.
    4. Select the Class from the lookup menu.
    5. Select the State Purpose from the lookup menu.
13. Select Done to close the Travel Authorization Distribution window.

14. For each Line select Details button and enter the Payment Type and any other required fields.
15. Select the Save or Submit button.