1 Boston College Travel Program BOSTON COLLEGE PeopleSoft Travel Authorization Workshop

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Boston College Travel Program

BOSTON COLLEGE

PeopleSoft

Travel Authorization Workshop

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AGENDA

1. Travel Authorizations

2. Creating a Travel Authorization

3. Printing a Travel Authorization

4. Canceling a Travel Authorization

5. Travel Authorization into an Expense Report

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Travel Authorizations

Part 1: Travel Authorization is optional

• A Travel Authorization is a method to manage the pre-approval of travel costs. It is also

the mechanism that PeopleSoft uses to encumber travel related funds.

• At Boston College, Travel Authorizations are optional and available for use by

departments desiring to encumber travel or expense related transactions. Users can create a Travel Authorization for the amount of all anticipated expenses for a trip.

• When you create travel authorizations, start with a blank document. As you prepare the

Travel Authorization, the system provides the options to modify the default accounting or change the general information. You can save Travel Authorizations for more input or submit them.

• This document covers the process of creating, viewing, modifying, printing, canceling a

Travel Authorization and bringing into an expense report.

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• Navigation: Employee Self-Service>Travel and Expense>Travel Authorization>Print

• Step 1: First time in setting up a new Run Control click

• Step 2: Enter a Run Control ID name that contains no dashes or spaces (underscores are fine).

• EXAMPLES: PRINT, TRAVELAUTH, TRAVEL_AUTH

Step 3: Click

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Documents

1 Boston College Travel Program BOSTON COLLEGE PeopleSoft Travel Authorization Workshop