Account Manager FAQs
TRAVELTracks will route the Travel Request to the appropriate approvers based on the Travel Approval Matrix.
For reimbursements, TRAVELTracks will route the expense report if there is a significant difference to the original approvals or if the approvals were not obtained with the Travel Request.
AP/Travel Office Approval will be the final approval for each document.
Note: If the traveler is the approver, the traveler's organizational supervisor will approve the Travel Request.
Go to the Worklist in SAP Portal in the same format as approving time sheets. Below are the reference documents to approving a travel document.
How To Approve Documents Quick Reference
Every hour, account managers will receive an e-mail if a new request is ready to approve. Account managers will not receive reminder e-mails.
Note: The e-mails are for any new items in the Worklist. This includes time sheets, requisitions, and travel documents.
Account managers can designate substitutes for travel workflow. The account manager may do so online and update as needed. For assistance, review the How to Create a Travel Substitute guide.
Being a requisition approver does not include travel approval. Although requisition substitutes may also be travel substitutes, the account manager must assign the substitute with "travel approval" rights in the Worklist. For assistance, review the How To Create a Travel Substitute guide.
No. When you approve a document, you will approve for all required tasks (account manager, supervisor, excess lodging, etc.).
Every account manager of each cost assignment will be asked to approve use of their funds. Since there can be up to six different cost assignments, there can also be up to six account manager approvals.
Account managers will approve Expense Reports only when the Expense Report has a significant change from what was approved on the Travel Request.
Examples of significant changes:
- Cost Assignments
- Travel Dates
- Expenses exceed the tolerance for the encumbered amount