general:travelsetupdaoptions
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| general:travelsetupdaoptions [2021/04/16 13:19] – emoreno | general:travelsetupdaoptions [2022/05/06 16:38] (current) – emoreno | ||
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| - | Set up the necessary options for travel reimbursement users. You can allow and/or limit users to certain budget accounts. You can also mass assign travel accounts to user profiles by uploading a file using the District Administration > Utilities > Assign Travel Accounts utility. | + | Create, modify, or delete user profiles as needed. You can allow and/or limit users to certain budget accounts. You can also mass assign travel accounts to user profiles by using the District Administration > Utilities > Assign Travel Accounts utility. |
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| VCV Assign authorized accounts. | VCV Assign authorized accounts. | ||
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| * In the account code fields, add a new mask with all Xs to allow the user to have full access to all accounts. | * In the account code fields, add a new mask with all Xs to allow the user to have full access to all accounts. | ||
| * Type the account code elements of the accounts to which the user authorized to access (e.g., 199 for all 199 account codes). The Account Description is displayed for accounts that exist in the Account Code table. | * Type the account code elements of the accounts to which the user authorized to access (e.g., 199 for all 199 account codes). The Account Description is displayed for accounts that exist in the Account Code table. | ||
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| VCV Select **TRAVEL** to authorize travel reimbursement requests for the specified account. | VCV Select **TRAVEL** to authorize travel reimbursement requests for the specified account. | ||
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| VCV Click **Save**. | VCV Click **Save**. | ||
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| - | [[https:// | + | [[https:// |
| - | VCV Under **Finance**, | ||
| - | VCV Click **Save**. | + | {{:general:travelreimbursementsetup_financepermission.jpg|Permissions Tab}} |
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| - | VCV Use the following pages to set up the applicable approval workflows for travel reimbursement requests: | + | |
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| - | * [[https:// | + | |
| - | * [[https:// | + | |
| - | * [[https:// | + | |
| - | * [[https:// | + | |
| + | VCV Under **Finance**, | ||
| + | VCV Click **Save**. | ||
general/travelsetupdaoptions.1618579161.txt.gz · Last modified: 2021/04/16 08:19 (external edit)