Create a New Request

Create a new request to request permission and approval for your estimated business travel or non-travel expenses before you incur them. A request is used for budgetary purposes only and will not result in reimbursement.

How to Create a New Request

1. Check with Your Department

  • Before creating a request, check with your department to see if you are required to submit one.
    • Some departments require you to submit a request while others do not.
  • Note that a request does not result in reimbursement. It is a budgetary tool used to request permission and approval for your estimated expenses before you incur them. 
    • To submit your actual expenses for reimbursement, you will need to create an expense report instead. For more information, refer to the tip sheet Create a New Expense Report.

2. Create a New Request

A Request Does Not Result in Reimbursement

A request is used to request permission and approval for your estimated expenses before you incur them. It does not result in reimbursement.

To submit your actual expenses for reimbursement, you instead must Create a New Expense Report.

  • On the home page, there are two ways to start a new request (Figure 1):
  1. In the top menu bar, click Requests, then click New Request at the top.
  2. In the Quick Task bar click New, then click Start a Request.
Figure 1 of create new request.

Figure 1

3. Complete the Request Header

  • On the request header, complete the required fields in red. When finished, at the top click Save.

4. For Travel Requests, Create Segments

If you are requesting approval for estimated travel expenses, click the appropriate icon to create a travel segment (Figure 2).

Figure 2 of create new request.

Figure 2

  • For each travel segment, complete the required fields in red.
    • Enter your estimated travel information and the estimated amount.
    • When finished with each segment, at the bottom click Save (Figure 3).
    • Continue adding segments until all of your estimated travel expenses are entered.
Figure 3 of create new request.

Figure 3

5. Add Expenses

  • Click the Expenses tab at the top of the request.
  • For both travel and non-travel requests, add your estimated expenses.
  • Click New Expense. Search and select the appropriate expense type from the list (Figure 4).
Figure 4 of create new request.

Figure 4

  • For each expense, complete the required fields in red.
    • For Transaction Amount, enter the estimated expense amount.
    • When finished, click Save.
  • Be sure to attach any supporting documentation to the request.
    • At the top of the request, click Attachments then click Attach Documents.
    • Click Browse to select your files. Click Open then click Upload, then click Close.
  • When finished creating your request, at the top click Submit Request.
    • Your request will be submitted to your time and attendance supervisor for approval.
    • Once your supervisor approves your request, you are approved to make your purchases.