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Web TPAX

Web TPAX. Submitting a Supplemental Travel Settlement. REMEMBER A Supplemental Travel Claim should be submitted as if it were an ORIGINAL claim. Include all items such as reimbursable expenses, itinerary, etc. DO NOT delete items that are valid expenses.

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Web TPAX

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  1. Web TPAX Submitting a Supplemental Travel Settlement

  2. REMEMBER ASupplemental Travel Claim should be submitted as if it were an ORIGINAL claim. Include all items such as reimbursable expenses, itinerary, etc. DO NOT delete items that are valid expenses. Doing so will create an overpayment and may affect your pay.

  3. Getting Started To submit a Supplemental: To get started, hover over the Create New menu item, then select Settlement Request from the options.

  4. Select TONO Click on the desired Order Number.

  5. Address Ensure your address is correct, then click Next.

  6. Previous Submissions This screen shows the previous submissions to this TONO. Click the Next button.

  7. Edit Trip Itinerary To modify any information, the settlement must be edited. Click the Editlink.

  8. Transportation If the method of transportation has changed, make the necessary adjustments. Once correct, click Next.

  9. Trip Itinerary Make any necessary changes to the duration of travel or the actual itinerary by clicking the drop-down or the Add/Edit Trip Itinerary button. Otherwise, click Next.

  10. Reimbursable Items To edit or add a reimbursable expense, click the Add/Edit Trip Expenses button.

  11. Edit or Add Expense If a change is required to a reimbursable expense, click the appropriate Edit buttons. Only if an expense was claimed and should not have, click the appropriate Delete button. If an expense needs to be added, click the Add Expense button.

  12. Add New Expense Enter information as if it were an original submission. If the Edit button had been clicked, the initial Expenseinformation would appear at the top of the screen. Click the Accept Expensebutton.

  13. Expense Added The new expense can now be seen. Click the Accept Changesbutton.

  14. Edits Completed Now that the new expense has been added, click Accept Changes.

  15. Changes Complete Since the changes have been made, click Next to get to the Computations tab.

  16. Amount Due Now the increase is shown in the Reimbursables, Total Entitlement, Amount Payable and Due Employee blocks.

  17. Split Disbursement If you put an amount in the Split Payment block, you will receive this message. Click OK, then click Next.

  18. Modify Accounting To balance the accounting information, click the Modify Accounting button.

  19. Accounting Line The accounting line now shows the added amount for this Supplemental claim. Click the Accept Changesbutton.

  20. Accounting Accepted With the new amount shown, click Next.

  21. Remarks Anytime a supplemental is submitted it is a good idea to add a remark to explain the submission. When finished, click SAVE.

  22. Certify Expenses Once you’ve clicked Save, this box will appear so you can certify the expenses. Check the appropriate boxes and click Certify.

  23. Inbox To verify the amount to be processed, click the right arrow button. You can see the $70.00 payment.

  24. Release to AO Check the box to select the new Settlement. Then click Release to AO.

  25. Select an AO Your default AO should Appear. Click the name in the box. Enter your Secondary Password. Then click OK.

  26. Awaiting AO This supplemental settlement is now ready for the AO to take action.

  27. This concludes theWeb TPAX Submitting a SupplementalTravel Settlement Presentation

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