How to Modify a Travel Authorization Request

How to Modify a Travel Authorization Request

Document number: 17210

If you have saved a Travel Authorization but have not submitted it for approval you can recall the report, make adjustments to the information and submit it for approval. You will not able to change a Travel Authorization that has been submitted for approval.

To modify a previously saved but not submitted Travel Authorization Request follow these steps:

Log into the Time and Expense application through Planet PeopleSoft.
- For more information on how to log into Time and Expense see Eureka! Document 17206 — How to Log into Time and Expense.
Click on the Travel Authorization link.
Click the Modify link. This will take you to the Find an Existing Value page.
Change the value in the drop down box to Employee ID. You can use any of the items in the drop down box to search for your saved Travel Authorization Requests. Using your employee ID is the easiest.
Enter your Employee ID and click the yellow Search button.
Click on the Travel Authorization you wish to modify from the list of pending reports. You can now enter any corrections by clicking the link for the expense you wish to correct.
- If you need to adjust the PC Business Unit, Project ID or Activity Code fields click the Modify Report Information link then click on the Default Accounting for this Travel Authorization link. After you have made your changes use the Return to General Information link then click the yellow Continue button.
Review your entries for accuracy. Once you have entered all the information click the yellow Submit for Approval button.
If you click Submit for Approval you report will begin the approval process and can not be edited. If you have left out any required information you will be prompted to return to the incomplete field to complete the information.
You will be asked to confirm that you want to Submit this report. Click OK.
You will be given a Submit Confirmation page once your report has been accepted. Click OK.