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general:travelaccount

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general:travelaccount [2021/05/26 20:57] – created emorenogeneral:travelaccount [2022/10/03 20:43] (current) – emoreno
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-\\+\\  [[https://help.ascendertx.com/districtadmin/doku.php/utilities/assigntravelaccounts|District Administration > Utilities > Assign Travel Accounts]]
  
-[[https://help.ascendertx.com/test/districtadmin/doku.php/utilities/assigntravelaccounts|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. 
  
-<WRAP round intro> +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.
-Mass assign account codes by campus ID and department code (optional) for travel reimbursement requests. +
  
-When submitting a travel reimbursement request in EmployeePortal, employees will be able to use these account codes to indicate the budget to which the travel reimbursement request will be charged.+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. 
 + 
 +<WRAP center round important> 
 +**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**.
 </WRAP> </WRAP>
 +
 +{{:general:travelreimbursementsetup_assigntravelaccounts.jpg|Assign Travel Accounts Page}}
  
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
 ^Campus|Click {{:images:dropdown.gif|Drop Down Arrow}} to select a campus.| ^Campus|Click {{:images:dropdown.gif|Drop Down Arrow}} to select a campus.|
-^Dept|Type a one-digit department code. This field is optional.|      /*Include, not folded*/+^Dept|Type a one-character department code. This field is optional.|      /*Include, not folded*/ 
  
-<WRAP box>**Note**: If you are creating a record for a campus and department, you must select a campus and indicate the department upon initial retrieval. Otherwise, just select a campus and click **Retrieve**. 
-</WRAP> 
  
 VCV Click **Retrieve**. The campus/department record is displayed.  VCV Click **Retrieve**. The campus/department record is displayed. 
  
-VCV Click **+Add** to add a row. +VCV In the **CYR/NYR** field, click {{:images:dropdown.gif|Drop Down Arrow}} to indicate the year (Current or Next) to apply the changes.  
 + 
 +VCV Type an account code or mask (X) in each of the account code component fields. Click **+Add** to add rows as needed.  
 + 
 +VCV Click **Save** to save the record without executing the changes.  
 + 
 +VCV 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.
  
-VCV Type an account code or mask (X) in each of the account code component fields.  
  
-VCV Click **Save**.  
general/travelaccount.1622062657.txt.gz · Last modified: 2021/05/26 15:57 (external edit)

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