Guides for Approvers
- Reviewing and Approving Requests (previously PTA)
- Reviewing and Approving Expense Reports
- Sending Back and Expense Report
Guides for Delegates and Users
- Updating your Profile
- Creating a Travel Request (previously PTA)
- Creating a Pcard Expense Report
- Creating an Expense Report
- Adding T&E Card Transaction to Expense Reports
- Adding Mileage to Expense Reports
- Creating and Adding Attendees to Expense Reports
- Itemizing Expenses
- Itemizing Lodging Expenses
- Allocating Expenses
- Working with Receipts
- Working with Missing Receipts
- Creating an Expense Report to Claim Travel Allowance
- Converting Foreign Currency Transactions
- Working with Exceptions
- Submitting an Expense Report
- Recalling, Correcting and Resubmitting Expense Reports
