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.
Select Vouchers Tab
From the Home page of ConcurGov, select the “Vouchers” tab, then select “View Vouchers.”
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.
Locate your document from the list of Vouchers. Select the document name from the “Name” column.
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.
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.
Select Accounting Tab
Select the “Accounting” tab to view the accounting information.
Edit Line of Accounting (LOA)
Change the LOA by selecting the edit icon located in the “Actions” column.
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”).
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.
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”).
Select the “Save to Document” button to complete the changes to the LOA.
Select Confirmation Tab
Select the “Confirmation” tab to sign the document.
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.
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.
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.