Office of the Budget Home Page
ATTACHING DOCUMENTS TO TRAVEL EXPENSE REPORTS (TER)
Using Employee Self Service (ESS)
1. Scan receipts and other documents. Save the scanned documents.
2. Open ESS. Create a new expense report if one does not already exist…or for an existing trip, go to “My Trips & Expenses” and select “Complete/Change Travel Expense Report”.
3. At the Final Action step, select “My Expense Report is FINISHED – Send it for Approval”
4. Under DocFinity Attachments, select “Browse…” and find the saved file from Step 1. Select the file and click “Open” or double-click on the file.
5. Click on the Attach button.
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6. If necessary, repeat steps 4 and 5 to attach more documents.
7. Click the “Exit” button when finished attaching scanned documents.
Using the SAP ‘TRIP’ Transaction (Travel Arrangers)
1. Scan receipts and other documents. Save the scanned documents.
2. Using the ‘TRIP’ transaction, create a new expense report if one does not already exist…or edit an existing one within the “Open Trips” list.
3. A trip number is needed in order to attach documents. Save [pic]the trip to create a trip number. If the expense report is complete, select the option ‘Save Trip - Submit for Approval’. Attachments are added in the next step.
4. Select the ‘Services for Object” icon dropdown arrow, select “DocFinity Attachment”, then select “Create Attachment (DocFinity)”.
[pic]
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5. Find the saved file from Step 1. Select “Open” or double-click on the file and it will be attached.
6. If necessary, repeat step 4 to attach more documents.
7. Exit the transaction when finished attaching scanned documents.
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