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Mike Caban

Mike Caban

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Steps

What you need to do

How to do it

1

Access the Action List

In the KFS Tools portlet, select Action List.

2

Select the TR you'd like to review

Open the Travel Reimbursement you'd like to review by selecting the Document ID Number.

3

Carefully review what was inputted

  1. You'll want to peruse the document, checking for any errors. Make sure information such as the trip dates, types of expenses and their amounts, payment method (how you'll be reimbursed), etc are correct. 
  2. If the data looks correct, scroll down and read the Statement under the Traveler Certification tab. This statement is your certification that the information provided for reimbursement is accurate. Select the box next to Employee Certification after you've read the Statement.

4

Approve the TR

If everything is correct, press Approve down below. Your request will continue on in the workflow for approval, where it'll be routed to the Fiscal Officer of the account entered in the Accounting Lines section and then on to the Accounting Reviewer (and possibly the Accounting Central Office i.e. KFS Travel Manager) for final approval.

If something is incorrect, press Disapprove and on the next screen state your reason why. The Your associate can then resubmit the request, and when he does it will once again appear in your Action List for your approval.

You will be notified via email once it is complete. Alternatively, please see the instructions below for how to check the status of a Travel Reimbursement after you've initially approved it.

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