Initiating a Travel Authorization Request
1. Select Travel Authorization.
2. Log into the Kuali Financials as necessary.
3. The Travel Authorization will open with a new document ID. The TEM Doc # will be blank. Description contains text: (Description will be filled upon submit) and upon submit will be populated with traveler’s name, trip begin and destination up to 40 characters.
4. Complete the Trip Overview tab, Traveler Section:
a. If you are an Arranger, the Trip Overview will be empty, click the lookup icon to search for and return a TEM Profile.
b. If you are not an Arranger and have a TEM Profile, the Trip Overview will fill in with your TEM Profile information.
5. Complete the Trip Overview tab, Trip Information Section:
a. Select the Trip Type.
b. Enter trip begin and end dates.
c. Use the lookup icon to search for and return the primary destination of the trip.
d. Enter the Business Purpose.
6. Complete the Estimated Per Diem tab.
a. Click the Create Per Diem Table button. The tab will populate with a row of expenses for each day.
7. Complete the Expenses tab.
a. Enter the expense date.
b. Select the Expense Type Code.
c. Enter the amount.
d. Click the Add button.
e. Complete additional fields if required based on the expense type code selected.
8. Complete the Accounting Lines tab.
a. If the TEM Profile has default accounting associated with it, the fields on the Accounting Line will be prefilled. Change them if necessary.
b. The Object Code will default based on the selected Trip Type and cannot be changed.
c. The amount will fill in with the total encumbrance. Enter the amount to be charged to this account if split funding.
d. Click the Add button. If the full amount was not charged to the first account, the balance will display in the Amount field on the add line. Continue assigning accounts and amounts until the full encumbrance has been allocated.
9. Click the Submit button to send the Travel Authorization into workflow.
Travel Authorization
Amendment