PreApproval Wu Shock is going to attend a Mascot Conference We will create a PreApproval for Wus trip Trip Details Location Dallas Texas Dates 61720196192019 Expenses Airfare ID: 1014120
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1. How to create a Pre-Approval Report in Chrome River
2. Pre-ApprovalWu Shock is going to attend a Mascot Conference.We will create a Pre-Approval for Wu’s trip.Trip Details:Location - Dallas, TexasDates – 6/17/2019-6/19/2019Expenses – AirfareMileage to & from ICTHotelPer DiemConference Registration
3. Create Pre-ApprovalClick +Create in the upper right corner of the Pre-Approval swim laneComplete the header information and click Save in the upper right-hand corner
4. Add AirfareNotice other expense types are displayed in the Air Travel drawerSelect the Air Travel tile
5. Add AirfareSelect the Airfare tileComplete the fields displayed on the Airfare form and click save
6. Review EntriesThe expense is added to the left side of the Pre-Approval Report
7. Add MileageNotice other expense types are displayed in the Ground Transportation drawerSelect the Ground Transportation tile
8. Select Mileage Expense TileSelect the Mileage / Private Vehicle tileComplete the Date and Business Purpose fields displayed on the Mileage form
9. Calculate MileageSelect the Calculate Mileage linkEnter the beginning and ending destinationsWhen finished, click Save Trip in the lower right-hand corner
10. Complete Mileage FormThe following fields will populate based upon the information entered on the Calculate Mileage page:Estimated AmountDescriptionMilesClick Save in the upper right-hand corner.
11. Add Another ExpenseThe expense is added to the left side of the Pre-Approval Report
12. Add Hotel ExpenseThe Hotel form is displayedClick the Calculate link in the Allowable Total fieldSelect the Hotel tile
13. Add Hotel ExpenseThe Calculate Allowable Total form is used to establish the maximum lodging limitComplete the following fields:Departure DateEnd DateLocationRoomsClick Save
14. Hotel ExpenseThe Allowable Total field is now populated.This amount is calculated as follows:The maximum reimbursable lodging rates do NOT include taxes and surchargesNo allowance for any tips is included within the lodging rate
15. Hotel ExpenseEnter the estimated amountThe Description field is optionalSelect the To Be Paid By sourceClick Save
16. Review EntriesThe expense is added to the left side of the Pre-Approval Report
17. Add Per Diem ExpenseNotice other expense types are displayed in the Meals drawerSelect the Meals tile
18. Select Multiple Day Per Diem TileSelect the Multiple Day Per Diem tileThe Per Diem Wizard form is displayed
19. Complete Per Diem WizardComplete the following fields:Departure Date/Time End Date/TimeDescriptionLocationClick the Add Entries buttonThe Per Diem entries are displayed on the right-hand side of the form.
20. Select DeductiblesClicking the down arrow next to each entry will open up the Deductibles section.If you will be provided a meal as part of the travel event or conference, select the corresponding meals check boxSelecting the check box will reduce the Per Diem amount accordingly
21. Add Entries to ReportClick the Add to Report button
22. Review EntriesThe expenses are added to the left side of the Pre-Approval Report
23. Add Conference/Registration ExpenseThe Conference Registration / Training form is displayedSelect the Conference Registration / Training tile
24. Add Conference/Registration ExpenseEnter the estimated amountThe Description field is optionalSelect the To Be Paid By sourceClick Save
25. Review EntriesThe expense is added to the left side of the Pre-Approval Report
26. Submit Pre-ApprovalWhen you are finished adding expenses to the Pre-Approval, click the Submit button.
27. Submit Pre-ApprovalThe Submit Preapproval page will be displayed. This page also displays a summary of the Pre-Approval information.Comments and/or attachments can be added to the report at this point.Click the Submit button.
28. Chrome RiverSuccess!!!The Pre-Approval has been successfully submitted for approvals.