LinkedIn Logo

ConcurGov Job Aids — Changing Common Accounting Number or Line of Accounting

023A: ConcurGov Job Aid - Changing Common Accounting Number or Line of Accounting

Purpose:To provide a step-by-step guide to changing the accounting information on a travel document in ConcurGov.

Audience: Federal Travelers, Federal Travel Arrangers (FTA), and Federal Financial Travel Approver

Version: 2.8.9.2017

Instructions: After you login...

 

Step!

Note

Before changing a Line of Accounting (LOA) on a Voucher, be sure to check with the Federal Financial Travel Approver to see if the funds have already been processed from the original Common Account Number (“CAN”). If you don’t have the option to change your account code, verify that it is correct and contact your Federal Agency Travel Administrator (FATA) to update.

step1

Select Vouchers Tab

From the Home page of ConcurGov, select the “Vouchers” tab, then select “View Vouchers.”

Step01a Step01b

Note: If you are changing the account code on an Authorization, select the “Authorizations” tab and then select “View Authorizations.” Then follow the steps below.

step2

Locate Document

Locate your document from the list of Vouchers. Select the document name from the “Name” column.

Step02
step3

Step 3a: Open Document

Select “Open Document” from the “Actions for…” pop-up window.
Note: If the document has already been approved, select “Amend Document” (not shown here). If you are only opening the document, skip to Step 4.

Step03a

Step 3b: Open the Document

If the document status has already been signed, you will be prompted to edit the document. Select the “Edit Document” button.

Step03b
step4

Select Accounting Tab

Select the “Accounting” tab to view the accounting information.

Step04
step5

Edit Line of Accounting (LOA)

Change the LOA by selecting the edit icon located in the “Actions” column.

Step05
step6

Change the LOA

Enter a “Label” for the new LOA if necessary. If the fiscal year is incorrect, select the “FY” drop-down and add the fiscal year (year the trip was taken).

Select the magnifying glass to search for the new Common Account Number (“CAN”).

Step06
step7

Choose the Common Account Number (CAN)

Search for the appropriate “CAN” by selecting the radio button next to either the “By Element Description” or the “By Element Value” fields.

Enter the description or “CAN” number in the “Search Value” field and select “Search.” Select the “CAN” from the “Search Results” list.

Step07
step8

Choose the Object Class Code (OCC)

Follow the same process as described in Step 7 to search for and select the Object Class Code (“OCC”).

Step08
step9

Save Changes

Select the “Save to Document” button to complete the changes to the LOA.

Step09
step10

Select Confirmation Tab

Select the “Confirmation” tab to sign the document.

Step10
step11

Sign the Document

Depending on your role, select the “SIGNED” or “CERTIFIED” stamp from the “Status to Apply” drop-down menu. Select the “Stamp and Submit Document” button to continue.

Note: An Arranger must choose the “VOUCHER PREPARED” stamp (as shown in example) to route the Voucher to the Traveler for verification and signature. An Arranger cannot sign a Voucher on behalf of the Traveler.

Step11
step12

Review Pre-Audit

Review the pre-audits to verify that the document has passed all pre-audits or justifications have been provided. Add any new justifications as needed by selecting the “Justify Pre-Audit Results” stamp. Select the “Continue Stamping the Document” button to complete.

Step12
step13

Close & Route Voucher

Select the “Close Post Stamping Document Closure Screen” button to close the document and begin or continue the routing process. Be sure that all of the appropriate receipts are attached.

Step13