CCAC Chrome River Pre-Approval: Quick-Start Guide
Creating a New Pre-Approval
A new Pre-Approval report can be created for each event, or events can be combined into a single report.
1. From the Home Dashboard or the Pre-Approval Dashboard, click the + CREATE button. The Pre-Approval Header Screen will appear
a. The Pre-Approval Header section stores all the basic information that applies to every expense listed on the report. i. Pre-Approval Owner (default) ii. Report Name iii. Start and End Date iv. Number of Days (calculated) v. Pay Me In (default) vi. Business Purpose vii. Employee Classification (AFT Full Time or General) viii. Cash Advance Amount Requested – per CCAC’s policies ix. Report Type (AFT Common Fund Expense Report, Athletics, Cash Advance, General Expense) 1. Note: The AFT Common Fund Expense report type and Cash Advance report type are not used to enter Pre-Approvals. 2. THE CASH ADVANCE REPORT TYPE SHOULD NOT BE USED FOR PRE- APPROVALS. CASH ADVANCES MUST BE REQUESTED USING THE EXPENSE REPORT FUNCTIONS. a. PRE-APPROVALS ARE REQUIRED FOR TRAVEL CASH ADVANCES AND MATERIAL ADVANCES b. YOU MUST ATTACHED COPIES OF ANY AFT VOUCHERS TO THE PRE-APPROVAL WHEN REQUESTING AN ADVANCE. c. COPIES OF PRE-APPROVALS AND AFT VOUCHERS WILL BE REQUIRED TO BE SUBMITTED WHEN REQUESTING A CASH ADVANCE USING THE EXPENSE REPORT FUNCTIONS.
x. Type of Travel (Domestic or International)
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