Creating a Travel Voucher (written)
These instructions are for creating a travel voucher. Once a travel request has final approval, the requester (or reassigned requester) must submit the travel voucher for final reimbursements.
- From the Sinai Central home page, select Finance > Transactions .
- From the Transactions page, select New > Travel Voucher .
The New Travel Voucher page displays. - The New Travel Voucher window displays all of your travel requests. If a request has been approved and you can create a voucher, a link to create that voucher appears in the leftmost column. If a travel voucher has already been created for a travel request, instead of a link to create a new voucher a link to the existing voucher appears. In the example below, the middle travel request has been approved, and the travel voucher is ready to be created.
Click Create Voucher to create the travel voucher. - The New Check Request window displays. A travel voucher is essentially a check request.
- In the top area of the form, examine your box #, telephone, and department name to ensure they are accurate.
- You cannot change the traveler's name, destination, and travel dates. If these are incorrect you must cancel the check request and start over with a new travel request.
- In the Charge Travel Expenses To area, ensure that the fund and object code are correct. To add more funds for split coding, which enables you to split expenses between funds:
a. Select Add More.
b. From the drop-down list, select Percent or Fixed Amount.
c. In the first field, enter the amount or percentage which will be transferred from the additional fund. Any costs not covered by the transfer are covered by the original fund.
d. In from fund, enter the fund from which you will transfer funds. This field does not provide you with a list; you must type the fund number into the field. - Next, specify where the check gets sent after it's generated.
Return to Name sends the check via interoffice mail to the box number you enter.
Call for check pick up sets the system to remind Finance to call you when the check has been printed. You then go to the cashier's office to pick up the check. Selecting this automatically fills in your name and extension. You can override these values. - In the Categorized Expenses area, enter the amounts for each expense item. The subtotal at the end of each line is calculated by the system.
The form displays three days of expenses. If you need more than three days, select Next Page to advance to the next three columns. - Enter comments into the Comments field.
- Clicking Save Draft will save this request without submitting it. Clicking Submit Voucher sends it now.
