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Travel Authorization Quick Reference

  1. Log in to CUNYfirst and navigate to: Financials Supply Chain > Employee Self-Service > Travel and Expense Center > Travel Authorization > Create.
  2. If submitting a Travel Authorization as a proxy, select the Employee ID of the traveling faculty or staff member using the search tool. Otherwise, proceed to Step 4.
  3. Select Business Unit: Tax Levy (BKL01), Non-Tax (BKL55), or Early Childhood (BKL04)
  4. In the General Information section, values must be entered in the following fields: Description, Comment, Business Purpose, Default Location, Date From, and Date To.
  5. If charging another department’s budget, click the “Accounting Defaults” link to modify the chartfield string to be applied to each expense line of the Travel Authorization.
  6. For each expense line, complete the Expense Type, Date, Amount, Payment Type, and Billing Type fields. Each meal must be entered on a separate expense line.
  7. Click the “Detail” link located to the right of the expense line to display the Authorization Detail page for the Expense Type. The fields that must be completed will vary depending on the expense type selected.
  8. To modify the accounting values for an individual expense line, click the Accounting Details link. Click “OK” to return to the previous screen.
  9. Click “Add a Row” to enter additional expense lines as necessary.
  10. Click the “Attachments” link in the General Information section near the top of the page to attach any related paperwork (completed Authorization to Travel Form, trip itineraries, conference registrations, airline and/or hotel reservations). When the upload is complete click the yellow “OK” button.
  11. To validate the data, click the “Check for Errors” button. Correct each error as indicated.
  12. Click “Submit” to begin the approval process, or click “Save for Later” to save the Travel Authorization and come back to it later.

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