Purpose:To provide a step-by-step guide to editing an advance that will exceed the authorized amount on an Authorization in ConcurGov.
Audience: Federal Agency Travel Administrator 7 (FATA)
Instructions: After you login...
To locate the Traveler, select the “Profile” drop-down menu. Select the corresponding radio button and choose from the drop-down list or type in the last name of the Traveler. Once the Traveler is selected, select “Start Session” to continue.
Note: see 013: ConcurGov Job Aid - Locating a Traveler for a step-by-step guide.
Select the “Authorizations” tab to view the list of Authorizations for the Traveler.
Locate the Traveler’s document from the list of Authorizations. Select the document name from the “Name” column.
Select the “Open Document” link from the Actions pop-up window.
Select the “Edit Document” button to finish opening the document.
Select the “Totals” tab to see the allowable amount of the advance for this trip.
The “Totals” tab displays both the “Advance Requested” amount and the maximum authorized amount. The requested amount will never exceed the authorized amount. A FATA 7 can override the maximum amount allowed up to 100% of the funds.
Select the “Advances” tab to see the requested advance.
Select the edit icon next to the requested advance.
Enter the new amount of the requested advance in the “Amount” field. Select the “Save” button to complete.
Notice the new amount for the requested advance in the “Amount” column.
From the “Confirmation” tab, choose the “Status to Apply” stamp per your Operating Division/ Staff Division (OpDiv/StaffDiv) business process. Then select the “Stamp and Submit Document” button.
Select the “Continue Stamping the Document” button.
Select the “Accept Signature Text” button to complete.