Reimbursable Expenses Only (No Travel Performed) · 2017. 3. 2. · when no travel was performed...
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Reimbursable Expenses Only (No Travel Performed) Introduction This guide provides procedures for submitting a travel claim in TPAX when no travel was performed but expenses were incurred. Important Information Even though you did not travel, you still need to scan and upload images of all applicable receipts and your orders to this claim. Procedures See below. Step Action 1 Log into TPAX and select Settlement Request from the Create New drop- down. 2 Enter the TONO for the trip that was not performed and click OK. Continued on next page
Transcript of Reimbursable Expenses Only (No Travel Performed) · 2017. 3. 2. · when no travel was performed...
Reimbursable Expenses Only (No Travel Performed)
Introduction This guide provides procedures for submitting a travel claim in TPAX
when no travel was performed but expenses were incurred.
Important Information
Even though you did not travel, you still need to scan and upload images of all applicable receipts and your orders to this claim.
Procedures See below.
Step Action 1 Log into TPAX and select Settlement Request from the Create New drop-
down.
2 Enter the TONO for the trip that was not performed and click OK.
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Step Action
3 Select Rank from the Grade/Rank drop-down and enter in the Issue Date for the orders and the proposed Begin Date and End Date for the trip. Click Next.
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Step Action
4 Select all appropriate What’s Authorized according to the original travel orders. Click Next.
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Step Action
5 Enter notes for why travel order was not performed in the Order Remarks box. Click Save.
6 The Remit To tab is displayed. Click Next.
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7 The Transaction tab is displayed. Click Next.
8 The Entitlements tab will display. DO NOT SELECT Travel Not Performed. Click Add This Entitlement.
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9 The What’s Authorized tab appears. Appropriate Transportation Restrictions from the travel orders MUST be entered. Click Next.
10 The Itinerary tab appears. Duration of Travel MUST have No trip itinerary to be entered selected. Click Next.
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Step Action 11 The Reimbursables tab will display. Click Add/Edit Trip Expenses.
12 This is where you will be reimbursed for expenses incurred even though travel was not performed. The example shown here is the ADTRAV fee. Select the Expense Description and enter the amount of the expense in the Claimed box. Click Accept Expense.
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Step Action 13 Click Accept Changes.
14 The Reimbursables tab reappears. Click Accept Changes.
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Step Action 15 The Entitlements tab reappears. Click Next.
16 The Computations tab will display. Verify all the information was entered correctly and click Next.
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Step Action 17 The Financial tab will display. Click Add /Modify Accounting.
18 Enter in the accounting information and tab to the Amount. Verify the Element of Expense pop-up is correct and click Accept Line.
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Step Action 19 Click Save.
20 The Financial tab reappears. Click Next.
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Step Action 21 ALWAYS enter in a specific reason in the Voucher Remarks box to speed up
the approval process. Reminder: If you have not done so already, click Manage Images to upload copies of the order and receipts. Click Save.
22 Select the TONO and click Release for Approval.
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Step Action 23 Select an Authorizing Official, Enter Secondary Password and click OK.
24 Notice the Status reads Awaiting AO Approval and click Logout.
