Purpose:To provide a step-by-step guide to change the Method of Reimbursement (MOR) or Form of Payment (FOP) for non-read only expenses in a document.
Audience: Lead Federal Agency Travel Administrators (FATA6 or FATA7)
Instructions: After you login...
From the ConcurGov Home page, select the drop-down arrow next to “Profile.” Select the radio button next to “All users to whom I have access” and then “Start Session.”
Note: Profile tab will turn to green.
Select the “Authorizations” tab and then select “Search Authorizations.”
Enter in the “Document Name,” “TANUM,” or “Traveler Name” in the search criteria boxes and select “Search.”
Locate your document by clicking on the link under “Name.” Select “Open Document” from the pop-up window.
If your document has more than one version, select the most recent version to edit. Select “Edit Document” from the pop-up window. Click “Edit Document” to continue.
Note: Only the current version noted by ** may be adjusted or routed.
Select the “Expenses & Receipts” tab from the Authorization.
Select the edit icon next to the expense you would like to edit.
Update the “Payment Method” from the drop-down menu.
Select “Save” then “Close Document.”