This field doesn’t need to be completed on the To side. Org Ref ID: Should be the amount the employee is claiming. Amount: This field is optional. Line Description: The amount(s) entered in the accounting line(s) under the tab must equal the amount To entered in the tab. Once this Amount box is filled out click the “Add” button next to the From amount box. Your accounting line should look similar to the example shown below: You will then need to fill out the tab. Here you will need to Notes and Attachments attach all proper documentation for this DI. Please refer to regarding proper documentation needed. To attach a document first add a short description in the Note Text box. Next click on the button which will then allow you to select a saved file browse from a location on your computer. Once you select the file, be sure to click the “Add” button in order to save your attachment. The last tab you will need to fill out is the tab for specific DI’s Ad Hoc Recipient reconciling an advance. Travel Advance: Do not ad-hoc. This DI will route to Travel Services automatically Education Abroad: Ad-hoc APPROVE Travel Services Research: Grant Sponsored Acct. Do not ad-hoc. This will route to Sponsored Programs for review
Org Ref ID: This field doesn’t need to be completed on the To side. Amount: Should be the amount the employee is claiming. Line Description: This field is optional. The amount(s) entered in the accounting line(s) under the To tab must equal the amount entered in the From tab. Once this Amount box is filled out click the “Add” button next to the amount box. Your accounting line should look similar to the example shown below: You will then need to fill out the Notes and Attachments tab. Here you will need to attach all proper documentation for this DI. Please refer to regarding proper documentation needed. To attach a document first add a short description in the Note Text box. Next click on the browse button which will then allow you to select a saved file from a location on your computer. Once you select the file, be sure to click the “Add” button in order to save your attachment. The last tab you will need to fill out is the Ad Hoc Recipient tab for specific DI’s reconciling an advance. Travel Advance: Do not ad-hoc. This DI will route to Travel Services automatically Education Abroad: Ad-hoc Travel Services APPROVE Research: Grant Sponsored Acct. Do not ad-hoc. This will route to Sponsored Programs for review
Advance-Guide-2017.docx