Travel Authorization Request

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Create a Travel Authorization Request

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Prerequisites

• You must have an active employee account.
• The charge code for the travel must exist and be active. See Charge Code.

1

Navigate to Requests Module.

2

Click Add Request.

3

Select Travel Authorization as the request type.

4

Complete the required information.

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Request Information

Field	Description	Required	Example
Subject	A short title describing the request.	✓	Travel Authorization - Client Site Visit, Honolulu
Due Date	The expected completion or review date for the request.	✓	October 9, 2026
Priority	Indicates the urgency of the request.	✓	Medium
Description	Additional details or reason for the request.		Travel to the client site for the quarterly program review.

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Travel Authorization

Field	Description	Required	Example
Charge Code Type	Program, Business Opportunity, Organization Level, Ad Hoc, or Indirect Pool.	✓	Program
Charge Code Name	Charge code the travel is billed to.	✓	20251216 IT Project

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Travel Itinerary

Select Add to add a line for each leg of the trip.

Field	Description	Required	Example
Date	Start and end dates of the leg.		10/20/2026 - 10/22/2026
Departure Location / Arrival Location	Where you travel from and to.		San Francisco, CA / Honolulu, HI
Remarks	Notes about the leg.		Round trip, 3 days on site
Total Days	Number of travel days.	Auto	3

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Travel Expenses

Select Add to add a line of estimated expenses. Scroll the table to the right to see all columns.

Field	Description	Required	Example
POV Reimbursement Rate per Mile	Rate paid per mile for a privately owned vehicle (POV).	Auto	$1.00
Date	Date or dates of the expenses.		10/20/2026
POV Mileage / POV Amount	Miles driven in your own vehicle and the calculated reimbursement.		0 / $0.00
Airfare / Rental Car / Taxi/Gas / Lodging / Misc	Estimated cost for each category.		$480.00 /$0.00 / $60.00 /$450.00 / $0.00
Total	Total of the line.	Auto	$990.00
Total Expenses	Total of all expense lines.	Auto	$990.00
Request Advance Payment	Select to request part of the total in advance, then enter the percentage.

5

Click Add to send the request for approval.

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Review a Travel Authorization Request

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Manage the Travel Authorization Business Process