Articles (17)

Applying Cash Advances to an Expense Report

Purpose: Use this document as a reference for applying a Cash Advance to an Expense Report in ctcLink. This must be done prior to returning unused Cash Advance funds.

Audience: All travelers

Approving Travel Authorizations, Cash Advances, and Expense Reports

Purpose: Provide guides for approving Travel and Expense documents, including Expense Reports (which replace the A19 form).

Audience: All Approvers of Travel and Expense Documents (Supervisors, Budget Owners, VPs, and Finance Staff)

Approving Vouchers

Purpose: This guide will walk you through how to view and process approvals for Vouchers and other AP documents.

Audience: All Voucher Approvers (Budget Owners, Budget Services Staff, VPs, Finance Staff)

Budget Reports: Operating Budgets and Grant Budgets

Purpose: This guide will walk you through how to access Operating Budget Reports and Grant Budget Reports through the Business Intelligence Publisher.

Audience: Budget Managers and Finance Staff

Creating a Cash Advance from your Travel Authorization

Purpose: Use this document as a reference for how to create a Cash Advance request in ctcLink, from your Travel Authorization. A Cash Advance (CA) is a Travel document created to facilitate payment to the traveler in advance of their travel. If you are issued a Cash Advance you will also submit an Expense Report (ER) after the travel to reconcile the Cash Advance.

Audience: All staff.

Creating a New Expense Report by Copying an Existing Expense Report

Purpose: Use as a reference for how to create a new Expense Report from an existing Expense Report in ctcLink. This is a helpful tool if you submit frequent Expense Reports of the same or similar expenses, or if one of your Expense Reports was mistakenly Denied instead of Sent Back for revision from the route of approvals.

Audience: Finance staff.

Creating a Travel Authorization

Purpose: Use this document as a reference for how to create a Travel Authorization in ctcLink. A Travel Authorization (TA) is a Travel document created prior to travel showing estimated costs for travel; it produces an encumbrance that will get relieved once an Expense Report is filed against it. All approvals need to be completed prior to Travel Dates.

Audience: Financial Staff/Employees.

Creating an Expense Report

Purpose: Use this document as a reference for creating a new Expense Report in ctcLink. If you need to create one for travel reimbursement please follow the “Creating an Expense Report for Travel” guide instead. If you had work-related, out-of-pocket expenses you can use this form to request reimbursement.

Audience: Employees seeking reimbursement.

Creating an Expense Report from an Approved Travel Authorization – Travel ONLY

Purpose: Use this document as a reference for creating an Expense Report from an approved Travel Authorization in ctcLink. This guide is travel-specific and an in-system Travel Authorization must be available to proceed.

Audience: All staff seeking a travel reimbursement.

Fix For The Main Tab Being Empty

Purpose: Fixing an issue with various WorkCenters where the Main Tab shows “My Work” and “Links”, but no links are displayed.

Audience: Accounting Services staff, Budget Services staff, Purchasing staff

Modifying Cash Advances

Purpose: To modify Cash Advances in ctcLink that have been saved but not submitted, withdrawn, or returned from approvals for revision. Forms that have been returned from approvals for revision will have a Pending status and be available to edit in this screen.

Audience: All Employees.

Modifying Expense Reports

Purpose: Use this document as a reference to jumping back into an Expense Report in ctcLink that has been saved but not submitted, withdrawn, or returned from approvals for revision. Forms that have been returned from approvals for revision will have a Pending status and be available to edit in this screen.

Audience: All staff.

Modifying Travel Authorizations

Purpose: Use this document as a reference guide to jumping back into a Travel Authorization in ctcLink that has been saved and unsubmitted, or returned from approvals for revision. Forms that have been returned from approvals for revision will have a Pending status and be available to edit in this screen.

Audience: All staff.

Setting up a Transportation ID

Purpose: Use this document as a reference guide to create a Transportation ID in ctcLink. Before you can claim mileage on any report this must be set up first.

Audience: Travelers or Travel & Expense Admin Users

Viewing Approvals, Approval History and the Approval Chain

Purpose: This guide will walk you through how to view all documents that are pending your approval, as well as how to view the status of documents that you have previously approved. This will give you a convenient location to find and jump to document information, as well as the ability to answer the question “Has my request been approved yet?” from requesters.

Audience: All Approvers of Financial Documents (Supervisors, Budget Owners, VPs, and Finance staff)

Withdrawing a Travel Authorization before Approval

Purpose: Use this document as a reference for how to withdraw a Travel Authorization in ctcLink prior to approval. You can use this guide if you need to edit your form after it has been submitted. However, if your form has been approved by even one person this option will not appear, at that point you can personally reach out to the next approver and request that they Send Back the form to you. Fully approved forms cannot be changed.

Audience: All staff

Withdrawing an Expense Report before Approval

Purpose: Use this document as a reference for how to withdraw an Expense Report in ctcLink prior to approval. You can use this guide if you need to edit your form after it has been submitted. However, if your form has been approved by even one person this option will not appear, at that point you can personally reach out to the next approver and request that they Send Back the form to you. Fully approved forms cannot be changed.

Audience: All staff