Create a New Expense Authorization

Use the Expense Authorization form to create a new expense authorization.

Note: If you are a supervisor and have rights, you can enter an expense authorization on behalf of one of your employees.

To create a new expense authorization and enter expense data, complete the following steps:

1. In the Expense module, click Plan Expenses > Expense Authorization on the main menu.
2. On the Expense Authorization Welcome page, click Create.

   You can also create an expense authorization by copying an existing one. Learn more about copying an expense authorization.

3. After you click Create, three tabs display on the Create Authorization screen: Purpose, Location(s), and Default Charge(s).
   1. Complete fields and options on the Purpose tab and click Continue.
   2. Complete fields and options on the Location(s) tab and click Continue.
   3. Complete fields and options on the Default Charge(s) tab and click Create.

      For more information about fields and options on these tabs, see Enter Background Data.

      After you click Create on the Default Charge(s) tab, the screen refreshes and the following additional sections display on the Expense Authorization form:

   Option	Description
   Header Area	This area displays information you just completed on the Purpose tab and other information that is automatically generated. Learn more about fields in the Header section.
   Background	The Background section contains the three tabs you just completed: Purpose, Location(s), and Default Charge(s). To edit the information you entered on any of these tabs, click Background. Learn more about fields and options in the Background section.
   Planned Expenses	Select the Planned Expenses section to add the individual expenses that will be charged against the expense authorization. Learn more about adding or editing planned expenses.
   Supporting Schedules	After you initially create the expense authorization, the Supporting Schedules section displays information such as the default charge allocation. Additional supporting schedules become available as they are added, such as the Advance Schedule if an advance is requested as part of the submittal process. Learn more about the supporting schedules.

4. When you have added all the necessary information to complete the authorization, click Submit on the toolbar. The following tabs may display as part of the submittal process:

   Option	Description
   Errors and Warnings	This tab displays if the expense authorization fails any specified validations.
   Advance Request	This tab only displays if you are allowed to request advances as part of the expense authorization submittal process.
   User Directed Workflow	This tab displays if you are allowed to designate a specific person or role to approve the expense authorization.
   Authenticate Signature	This tab displays if you are required to sign the expense authorization before submitting it.

   For more information about fields and options on these tabs, see Submit an Expense Authorization.

5. If attachments, such as an airfare quote, hotel room confirmation, or trip authorization form, are required, the Workflow Status section of the expense report displays. Learn more about adding attachments.