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

PREREQUISITES: Must have a fully approved Travel Authorization in ctcLink. You must be authorized to edit travel documents for the traveler even if the you are the traveler.

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

1. The Expense Report search page displays.

2. Select the Add a New Value tab.

3. Enter or use the Look Up (search glass icon) tool to select your traveler's Empl ID in the Empl ID field.

4. Select Add.

5. The Create Expense Report page displays.

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6. Pull down the Quick Start drop-down menu and select the A Travel Authorization option.             

 NOTE: The Expense Report must be blank, if you begin to add values to your Expense Report this Quick Start menu will change into an Actions menu.

7. Select the GO button next to the Quick Start field.

8. The Copy from Approved Travel Authorization window displays.

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9. Search and Select the Travel Authorization you would like to copy into the Expense Report.

10. The Copy from Approved Travel Authorization window will disappear and the Create Expense Report page will display with all of your Travel Authorization values now populated.

11.  Review and make changes as needed and attach all of the pertinent receipts and documents.

12. Select the Save For Later link to Save/Update the new information.  

13. At this point, follow the “Applying Cash Advances to an Expense Report” guide if you were issued a Cash Advance for this travel.

14. If you are ready to submit your Expense Report select Summary and Submit to complete the submission.
    1. Select the checkbox to certify that the expenses submitted are accurate and comply with expense policies.
    2. Select Submit Expense Report.

3. The Expense Report Submit Confirmation page displays.
4. Select OK.

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15. Process complete.