Select Authorization Tab
Select the “Authorization” tab from the ConcurGov Home page, then select the “New Authorization” sub-tab.
Select Document Type
From the “Document Type” drop-down menu, choose “Auth,” then select the “Next” button.
Enter Document Information
From the “Document Information” page, enter the trip “Type Code,” “Purpose,” and “Document Detail” (per your Operating Division/Staff Division (OpDiv/StaffDiv) guidelines).
Enter Trip Information
Select the “Add” button to select the “Itinerary Location.” After you have entered the “From” and “To” dates for the location. The rates for the location will be displayed detailing the lodging and M&IE rates. Select “Save and Add Another” or “Save and Close” if you have no additional locations.
Select “Create Document” to continue.
Select Expenses Tab
Select the “Expenses & Receipts” tab to enter the estimated expenses for this trip.
Step 6a: Add Expenses
The per diem will populate from the previous step.
To add an expense, select the “Add Expense” button on the left and enter the “Expense Description,” “Cost,” “Payment Method,” and “Expense Date” in the “Add Expense Details” section on the right side of the page.
Then select the “Save” button.
Step 6b: Copying Expenses
If there is a reoccurring expense that will occur more than once, it can be copied by selecting the copy icon in the “Actions” column. A pop-up window will ask you to verify that you wish to copy the expense. Select “OK” to continue copying the expense.
Select Accounting Tab
Select the “Accounting” tab to enter the accounting information for this trip.
Add a Line of Accounting (LOA)
Select the “Add New Account Code” button.
Enter LOA Label and Fiscal Year
Enter a “Label” for this LOA based on your Operating Division/Staff Division (OpDiv/StaffDiv) guidelines. The “FY” field reflects the year that the document was created.
Choose the fiscal year of the trip expenses in the “FY” drop-down. Search for a Common Account Number (CAN) by selecting the drop-down arrow.
Search for the appropriate “CAN” by selecting the Can from the drop-down menu.
Follow the same process for the Object Class Code (“OCC”). Then select the “Add to Document” button.
Perform Pre-Audit Check
Select the “Perform Pre-Audits” tab to verify audit tests.
Identify Pre-Audit FAILs
Check for any FAILs on the Pre-Audit List. These require a justification.
Select the “Justify Pre-Audit Results” button to enter the justification.
Note: A HARDFAIL (not shown) requires an adjustment to the document in order to proceed.
Enter a justification, per your OpDiv/StaffDiv guidelines, in the “Comments” box next to the failed pre-audit. Select the “Save Justification” button to continue.
Select Confirmation Tab
Select the “Confirmation” tab to sign the document.
Select the “SIGNED” stamp from the drop-down menu next to “Status to Apply.”
Select the “Stamp and Submit Document” button to continue.
Review the pre-audits to verify that all justifications have been provided.
Select the “Continue Stamping the Document” button to complete.
Select the “Accept Signature Text” button to indicate that you are legally signing this document.
Close and Route Authorization
Select the “Close Post Stamping Document Closure Screen” button to close the Authorization and begin the routing process.