Purpose Tab

Use the Purpose tab of the Background section to enter basic background information for the expense authorization.

Screen Fields

Field	Description
Date	This defaults to the current date.
Employee	This field displays the name and ID of the employee for whom the expense authorization was entered. This is a non-editable field.
Type	Click to select the expense authorization type on which to base the authorization. The valid expense authorization types are those that are linked to the expense class of the employee and that have the Expense Authorization field set to Required or Optional. If this is a copied authorization, this field is non-editable. If there is only type available, it displays in the field by default.
Blanket Authorization	Select this check box if this is a blanket authorization. Blanket authorizations are used to cover expenses that will occur over a period of time, such as for a series of upcoming business trips. In such cases, multiple expense reports will be submitted against the same authorization. This field appears only if the authorization type you selected allows blanket authorizations. After more than one expense report is attached to the authorization, the Blanket Authorization check box is disabled, and the authorization cannot be changed to a non-blanket status.
From	This field defaults to the current date. To change the date, enter it manually, or use to select a date. In the two-month view, the calendar displays the default month and date on the right and the previous month on the left. Click the arrows at the top of the calendar to change the month. The date you enter or select in the From field automatically displays in the To field. The value you enter must be valid date format, which are numeric characters. The date format is "MM/DD/YYYY." The date you enter or select in this field automatically displays in the Start Date field of the Locations tab. If you change the From date of an existing expense authorization within the Purpose tab, Time & Expense will prompt you to update the Start Date within the Locations tab.
First Day of Trip	Select this check box if the From Date you entered represents the first day of the trip. If it is a continuation of the trip, leave this check box clear.
To	This field is initially blank, but after you select a date in the From field, that date displays as the default date in the To field. To change the date, enter it manually, or select a date from the calendar that displays below the field. In the two-month view, the calendar displays the default month and date on the left and the next month on the right. Click the arrows at the top of the calendar to navigate to a different month. The value you enter must be valid date format, which are numeric characters. The date format is "MM/DD/YYYY." The date you enter or select in this field automatically displays in the End Date field of the Locations tab. If you change the To date of an existing expense authorization within the Purpose tab, Time & Expense will prompt you to update the End Date within the Locations tab.
Last Day of Trip	Select this check box if the To Date represents the last day of the trip. If the trip will continue and be entered on a separate expense report, leave this check box clear. This field displays only if the expense authorization is for a per diem expense report type.
Purpose	Enter the purpose for the expense authorization.
Exit	In Wizard mode, click this to exit without saving the draft.
Back	In Wizard mode, this button is not enabled on the Purpose tab because it is the entry screen.
Continue	In Wizard mode, click this to continue to the Locations tab.