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Adding Funding Sources When Approving Trip Requests
Video:
Guide:
As an approver, you may be responsible for adding funding
sources or budget codes to pay for the trip requests.
Click on the “Waiting for My Approval” panel.
Open a trip by clicking on the trip number.
Scroll down to the funding source section of the trip
request. Click the “+Add Funding Source” button and select one of the funding
sources available for the selected trip type or school. Depending on district
settings, you may see different funding sources for different trip types or locations.
Select the correct Funding Source from the dropdown menu.
The budget code will automatically populate once you select an applicable funding source. It also displays the trip cost and the balance left for this location.
Some Funding Sources have a dropdown menu of multiple budget codes to choose from.
Depending on your district’s settings, you may need to add additional funding sources. If that is the case, the “+Add Funding Source” button will not be greyed out after selecting your first funding source.
Depending on your district’s settings, there may be a
funding source labeled “Additional Sources.” This option allows users to type
in a specific budget code.
Depending on the chosen funding source, a funding approver may be brought into the trip approval flow. Once the funding source is selected, that information is displayed.
Once you've reviewed the trip request and selected the
appropriate funding source and budget code, click “Save.”