Sidebar
general:travelaccount
District Administration > Utilities > Assign Travel Accounts
Mass assign account codes by primary campus, department code (optional), and year for employees using the travel reimbursement request feature in EmployeePortal.
After running this process, a user profile is created with the assigned account codes for each active person with the primary campus/dept on their Job Info record that matches the selection on this page.
When submitting a travel reimbursement request in EmployeePortal, employees will be able to use these account codes to indicate the budget to be charged for a travel reimbursement request.
IMPORTANT: If you are creating records for users by campus and department, you must select a campus, indicate the department, and click Retrieve. This must be done upon initial retrieval. Otherwise, select a campus and click Retrieve.
| Field | Description |
|---|---|
| Campus | Click  to select a campus. |
| Dept | Type a one-character department code. This field is optional. |
❏ Click Retrieve. The campus/department record is displayed.
❏ In the CYR/NYR field, click to indicate the year (Current or Next) to apply the changes.
❏ Type an account code or mask (X) in each of the account code component fields. Click +Add to add rows as needed.
❏ Click Save to save the record without executing the changes.
❏ Click Execute to execute the process. A user profile is created for each active person with the selected primary campus/dept. The user is assigned the selected accounts for the primary campus/dept and the Travel checkbox is selected to indicate that the user will have access to the assigned accounts when submitting travel requests in EmployeePortal.
general/travelaccount.txt · Last modified: 2022/10/03 20:43 by emoreno