Enter the appropriate information on the Document Information and Trip Information tabs. Click Create Document. Note: If your agency utilizes Smart Expense, you may be prompted with a transaction page. For more information, see Smart Expense in this guide. On the Document toolbar, click the Expenses & Receipts tab. In the Expenses List, note that your daily Lodging expenses do not show, but you now have a Hotel Bill Expense. Your individual days of lodging have rolled up into the Lodging expense. To view the itemized expenses, the Itemize button for the Hotel Bill expense. You will see that the expense has auto-itemized. Verify that each expense is correct. You may edit the Expense Description and the Amount, but all the expenses must add up to the Total Expense of the Hotel Bill. Note: Some expenses may come in as Undefined. You must select a valid expense description before you can submit your document for approval. A document may not have any Undefined expenses. Once complete, select Close Itemization at the bottom of the Itemized Expense List to return to the Expense List. You may continue with your voucher as normal. Voucher Totals The Totals tab displays the information on the document’s total expenses and advances. To access the Total Details page, click Totals on the Document Toolbar. Edit Advances Applied button – Click to edit existing advances. Save & Calculate Totals button – When you type information into the Travel Card ATM Advance Taken or Additional Payment to Travel Card fields, click Save & Calculate to calculate the fields and display the new values. Currency – The currency type for the voucher (read-only). Expense Summary Area The following fields are located in the Expense Summary area. Total Expenses – The total amount of expenses claimed on the document (lodging, M&IE, ticketed transportation, and expenses). Total Non-reimbursable Expenses – The total amount of all non-reimbursable expenses claimed on the document.
Pre-trip vouchers are subject to the voucher transaction fee when approved. Only certain types of expenses will carry over to the pre-trip voucher from the authorization or will be permitted to be added manually. A Federal Agency Travel Administrator (FATA) with the appropriate permissions may limit the expense types in accordance with agency policy. Here is the process to create a pre-trip voucher. How to Create a Pre-Trip Voucher Additional Information From the ConcurGov Home page, click Voucher tab and then click New Voucher. From the Document Type list, select Pre-Trip Voucher from Auth (Authorization). Click the Create Document button. From the Document list, the Edit icon next to the appropriate authorization to click it. Complete the fields on the Document Information page. Verify the fields on the Document Information page are correct. These fields are automatically copied from the authorization. Complete the fields in the Trip Information section Verify the fields on the Trip Information page are correct. These fields are automatically copied from the authorization. Click the Create Document button. the Expenses & Receipts tab and add any necessary expenses. Click the Accounting tab and add the appropriate line(s) of accounting to your document. Click Save. The expense displays on the expense list. the Submit button. Complete the fields on the Confirmation page. Click the Stamp and Submit Document button. View the Pre-Audit Results. Justify failed items, if needed. Click the Continue Stamping the Document button. Click Accept Signature Text button. This may or may not appear based on your agency’s configuration.