CCAC Chrome River Pre-Approval: Quick-Start Guide
xi. Allocation – the fund-department-location that will be charged. 1.
The Allocation field should default to your home fund-department-location 2. If the Allocation field is blank, you can type SHIFT * . This will provide access to all Allocations that you can select. 3. You can also type in your department number and it will filter the Allocation list for only that department.
b. Complete all of the information and click on SAVE
Entering Pre-Approval Detail
1. After saving the Report Header information, you will be taken to the following screen.
To add a Pre-Approval type, select the desired mosaic button. Buttons with arrows will display additional options. Once your selection has been made, complete the required fields and add any required attachments. Once complete hit SAVE to add transaction.
Using the Per-Diem Wizard for Meals
1. The Pre-Approval software includes a Per-Diem Wizard to calculate the daily per-diem for meals. The wizard is found when clicking on the Meals mosaic tile. You must enter the following information: a. Start date and time b. End date and time c. Days – automatically calculated d. Description e. Location – this is the city where you will be. You can search for the city in the search box. 2. Click on ADD ENTRIES and you will see the following screen to review your meal per-diems. If this is accurate, click on the ADD TO REPORT button in the right pane to add them to the Pre-Approval.
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