On Monday, November 7, Pre-Approval in Chrome River will undergo some changes – for the better! As always, the requirements outlined below are stated from the University Administration (UA) level. Check with your Fiscal Officer or local business office to make sure you’re following local procedures.
After November 7, Pre-Approval will be known as Trip Authorization, or TA, for short. This new name better fits the reason for the document: requesting approval to take a trip.
Additionally, TA will not be required for In-State trips. An In-State trip is one where the destination is inside the state of Indiana, regardless of where the traveler originates. Whether they’re coming from New York or New Delhi, if they’re headed to Indiana, Chrome River will not require a TA report to reconcile or reimburse travel expenses.
Finally, three new expense tiles will be added to the TA: a Per Diem Wizard, Mileage tile, and Conference Registration tile. The addition of these tiles will reduce the use of the Other tile, ultimately resulting in a streamlined TA import and expediated reimbursement process.
Become an expert on all things TA by completing the Trip Authorization Canvas course, launching online on November 7. This course will cover when TA is required, pricing out a trip, and submitting and tracking a TA report. The course will be available on the Financial Training & Communication team’s Course Catalog page on launch day.
Have questions about these changes? Contact the Travel Helpdesk at travel@iu.edu or attend an Office Hours session to get all your questions answered.