How To Enter Pre-Approval Reports In Emburse
Sota Sunleng
31 steps
10 minutes
Chromeriver
What is a Pre-Approval?
1
Prior to traveling on District business, you must receive authorization and pre-approval of the expenses to be incurred during the travel. That authorization is granted through the Pre-Approval process in Emburse.
Creating a Pre-Approval Header/Cover Page
2
Click "Create"
3
4
Click the "Title of Event" field.
5
Click the "Start Date" field.
6
Click here.
7
Click the "Business PurposeOptional" field.
8
Next, enter the location of the event.
9
Click the "Search for Allocation" field.
10
Click "Add Allocation"
11
Select the other travel account string
12
Click "close"
13
Click "Long Beach Community College"
Requesting a Digital Emburse Card for Pre-Payble Expenses
14
Click "Emburse Cards"
15
Click this text field.
16
Click this text field.
17
For the start date of the credit card. Choose today's date instead of the dates of travel. This will ensure that the funds are available for you to spend on bookings prior to your travel.
18
Click "check_box_outline_blank"
19
Review what you've entered for the Pre-Approval header page, and if everything looks good, click save.
Enter Pre-Approval Line Items
20
Click here.
21
All of the items housed in the Reimburseble Estimates folder are expenses that you must pay for during the travel, then claim for reimbursement after the travel is complete
22
Click here.
23
Click the "Add Comment" field.
24
Click "Post"
25
Click here.
26
If everything looks good to go on the report, scroll down to the bottom of the page and click on the green Submit button.
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You'll once again have a chance to review all of the information that you've entered. If everything is correct, click Submit.
Track your Pre-Approval Report in the Approval Workflow
28
If you'd like to view your report's progress in the approval workflow, click "Submitted"
29
Click the report you want to check on.
30
Click "Tracking"
31
You can see all of the required approval steps. If you click on the Step Numbers, you can also see who it will be assigned to at that stage.
How To Enter Pre-Approval Reports In Emburse
Sota Sunleng
31 steps
10 minutes
Chromeriver
What is a Pre-Approval?
1
Prior to traveling on District business, you must receive authorization and pre-approval of the expenses to be incurred during the travel. That authorization is granted through the Pre-Approval process in Emburse.
Creating a Pre-Approval Header/Cover Page
2
Click "Create"
3
4
Click the "Title of Event" field.
5
Click the "Start Date" field.
6
Click here.
7
Click the "Business PurposeOptional" field.
8
Next, enter the location of the event.
9
Click the "Search for Allocation" field.
10
Click "Add Allocation"
11
Select the other travel account string
12
Click "close"
13
Click "Long Beach Community College"
Requesting a Digital Emburse Card for Pre-Payble Expenses
14
Click "Emburse Cards"
15
Click this text field.
16
Click this text field.
17
For the start date of the credit card. Choose today's date instead of the dates of travel. This will ensure that the funds are available for you to spend on bookings prior to your travel.
18
Click "check_box_outline_blank"
19
Review what you've entered for the Pre-Approval header page, and if everything looks good, click save.
Enter Pre-Approval Line Items
20
Click here.
21
All of the items housed in the Reimburseble Estimates folder are expenses that you must pay for during the travel, then claim for reimbursement after the travel is complete
22
Click here.
23
Click the "Add Comment" field.
24
Click "Post"
25
Click here.
26
If everything looks good to go on the report, scroll down to the bottom of the page and click on the green Submit button.
27
You'll once again have a chance to review all of the information that you've entered. If everything is correct, click Submit.
Track your Pre-Approval Report in the Approval Workflow
28
If you'd like to view your report's progress in the approval workflow, click "Submitted"
29
Click the report you want to check on.
30
Click "Tracking"
31
You can see all of the required approval steps. If you click on the Step Numbers, you can also see who it will be assigned to at that stage.
