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031A: Creating a Local Voucher

Purpose: To provide a step-by-step guide to creating a Voucher for reimbursement of local travel in ConcurGov. Local travel is considered any travel within 50 miles of the employee's home or duty station (75 miles for IHS employees).

Audience: Federal Travelers (FT) and Federal Travel Arrangers (FTA)

Version: 4.05.14.19

Instructions: After you login...

step1

Select Vouchers Tab

Select the "Vouchers" tab then click on "New Voucher."

Step01
step2

Select Document Type

Select the drop-down arrow in the "Document Type" field and select "Local Voucher." Select "Next."

Step02
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Enter Document Information

Enter a "Trip Name" for the Local Voucher that will help you identify the document. Enter in "Document Detail." Select the "Create Document" button to continue.

Step03
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Expenses & Receipts

Select the "Expenses & Receipts" tab to enter the local expenses.

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Add an Expense

To add a new expense, select the "Add Expense" button then enter the "Expense Date", "Expense Description", "Cost", and "Payment Method." Click on "Save."

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Edit an Expense

To edit an expense, select the edit icon.

Update the "Expense Date." Choose an "Expense Description" from the drop-down menu. Manually enter the "Cost" and choose a "Payment Method" from the drop-down menu. Click on "Save."

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Step 7a: Uploading a Receipt from Expenses & Receipts Tab

Click on "Upload Receipt" under "Edit Expense Details." Choose the file you would like to upload from your computer.

Step 07a_1

To view your receipt, click the magnifying glass to launch Lightbox. This is a screen overlay that will allow you to zoom in and out and rotate your image.

To add additional receipts, click on "Upload another receipt."

Note: You may add up to 3 receipts per expense.

Step 07a_2

Step 7b: Uploading a Receipt from Summary Tab

Alternatively, you may upload receipts from the "Summary" tab. Scroll to "Document Attachments" and click the "Upload Document Attachments" icon. Each attachment will appear as tiles under "Document Attachments."

Note: You may add up to 3 receipts per expense.

Step 07b_1 Step 07b_2
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Deleting an Expense

To delete an expense, select the checkbox in the "Delete" column next to the expense. Then select the "Delete Selected Expenses" button. Click on "Save."

Step 08
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Verify Accounting Information

Select the "Accounting" tab to verify the accounting information. If the accounting information entered on the voucher is no longer correct, contact your Federal Financial Travel Approver or Federal Agency Travel Administrator (FATA).

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step10

Trip Totals

To see the total cost of the trip, including the reimbursable amount, select the "Totals" tab.

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Total Cost of Trip

The "Expense Summary" section displays the "Total Expenses" and the "Total Reimbursable Amount" of the trip.

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Traveler Reimbursement

Scroll down to the "Reimbursement Summary" to see the amount to be reimbursed to the Traveler.

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Sign Document

Click on the "Sign Document" button to begin the signing process.

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Review Document

Review the document for any "Errors" and "Warnings" which will be noted in the "Auditing and Compliance" section. Enter in a "Justification" if necessary. Click on "Save and Continue."

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step15

Sign and Route Document

Select "SIGNED" from the "Status To Apply" drop-down menu. Click on "Sign Document."

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Routing Confirmation

You will receive a "Success!" message when the document has been successfully routed.

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