This guide walks you through the steps to edit or cancel a Travel Authorization (TA) OR reverse an encumbrance associated with a TA.
Travel Authorizations (TA’s) may be edited by the preparer if their status is Saved, Submitted, or Needs Revision. TA’s with a status of Approved, Canceled, or Denied cannot be edited.
TA's that have been submitted and approved, even by a single approver, cannot be canceled by anyone other than the department member with business manager access.
If you have questions about who the designated business manager is for your department, please contact p2p_reimbursements@boisestate.edu
Access the TA Application and locate the request
Login to the Travel Authorization application.
Select the Search tab or locate the Travel Authorization from the Submitted Requests list. All Travel Authorization fields are searchable. Search by term or travel dates and click Submit.
Edit or Cancel the Travel Authorization
Select the Edit icon next to the appropriate Travel Authorization.
Make desired edits to Travel Authorization and select Submit to route the Travel Authorization through the approval workflow.
If canceling the Travel Authorization, add Comment (required) and select Cancel Request.
If travel will not occur, the Travel Authorization must be canceled by selecting Cancel Request.
End of Process
Reverse Encumbrance
*Only employees with Business Manager Access can complete this task*
Select Reverse Encumbrance to request a reversal. The reversal will be processed within one week of the request.
Requesting an encumbrance reversal is required when an Expense Report will not be submitted for the Travel Authorization or the Travel Authorization Number was not included on the Expense Report.
End of Process
Need help with the steps above?
If you need assistance with the process outlined above, email P2P_Reimbursements@boisestate.edu.
If you need support with the TA application submit a Help Desk Self-Service ticket.