Sidebar
utilities:assigntravelaccounts
This is an old revision of the document!
Assign Travel Accounts - DA5100
District Administration > Utilities > Assign Travel Accounts
This page is used to mass assign account codes by campus ID, department code (optional), and year for employees using the travel reimbursement request feature in EmployeePortal. After running this process, a user profile is created for each active person with the selected primary campus/dept.
Modify a record:
| Field | Description |
|---|---|
| Campus | Click  to select a campus. |
| Dept | Type a one-character department code. This field is optional. |
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, only select a campus and click Retrieve.
❏ 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 check box is selected to indicate that the user will have access to the assigned accounts when submitting travel requests in EmployeePortal.
Other functions and features:
 |
Click to delete the selected row. The row is shaded red to indicate that it will be deleted when the record is saved. Click Save. A message is displayed confirming that you want to delete the row.
|
|---|---|
| Delete | Click to delete the entire account code record for the selected campus/department. |
utilities/assigntravelaccounts.1624912747.txt.gz · Last modified: 2021/06/28 15:39 (external edit)