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ConcurGov Job Aids — Form of Payment Change Requests – Non Read Only Expenses

052FATA: ConcurGov Job Aid – Form of Payment Change Requests – Non Read Only Expenses

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)

Version: 2.10.20.2017

Instructions: After you login...

 

step1

Change Profile Settings

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.

Step01a Step01b
step2

Select Authorizations Tab

Select the “Authorizations” tab and then select “Search Authorizations.”

Step02
step3

Enter Search Criteria

Enter in the “Document Name,” “TANUM,” or “Traveler Name” in the search criteria boxes and select “Search.”

Step03
step4

Open Document

Locate your document by clicking on the link under “Name.” Select “Open Document” from the pop-up window.

Step04
step5

Select Document Version

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.

Step05a Step05b
step6

Select Expenses Tab

Select the “Expenses & Receipts” tab from the Authorization.

Step06
step7

Modify Payment Method

Select the edit icon next to the expense you would like to edit.

Step07

Update the “Payment Method” from the drop-down menu.

Step07b
step8

Save Document

Select “Save” then “Close Document.”

Step08a
 
Step08b