Procedure Steps
Scenario: In this procedure, you will learn how to copy an existing Expense Authorization to a new Expense Authorization. This process would be helpful if you have a recurring or repeat request.
Step 1) After logging in to the Employee Portal, click the Employee Links tab. Click the Expense Authorizations – Request Expense Authorization link.
Step 2) Enter the DSW ID.
Step 3) Click the Add button.
Step 4) Click on the drop-down arrow in the Quick Start field. Highlight An Existing Authorization and then click on the GO button.
Step 5) Find the Expense Authorization to be copied and Click on the Select button next to it.
Step 6) The Expense Authorization – Create page is displayed with all the data from the copied Expense Authorization except for any attached supporting documents.
Step 7) Update any field that is different for the new Expense Authorization. For example: Event Name, Default Location, Dates, Descriptions, Amount, etc.
Step 8) If you are ready to submit your expense authorization, click the Summary and Submit link.
Step 9) Check the box to the left of the sentence: “By checking this box, I certify these costs are reasonable estimates and comply with expense policy”.
Step 10) Click the Submit Expense Authorization button.
Step 11) The Expense Authorization Submit Confirm popup displays for your confirmation. Click the OK button.
Step 12) Take note of Expense Authorization ID, this will help to track the approval status of expense authorization.
Step 13) You have learned how to create a Tuition Reimbursement Expense Authorization to a new Expense Report