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Travel & Expense Year-End Frequently Asked Questions

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General Information
How do I delete a "Pending" Travel Authorization (TA) that is no longer needed?
  1. Navigate to MyOhio.gov > MY WORKSPACE > Under Self Service Quick Access select myTravel.
  2. Click Delete under Travel Authorizations.
  3. Select appropriate expression from the Empl ID dropdown menu.
  4. Enter State of Ohio ID number in the Empl ID field; OR
  5. Select appropriate expression from the Name dropdown menu.
  6. Enter name in the Name field.
  7. Click Search
  8. Click the check box next to the travel authorization to be deleted.
  9. Click Delete Selected Authorization.
  10. Click OK to return to the Delete a Travel Authorization page.
How do I cancel a Travel Authorization that has already been "Approved"?
  1. Navigate to MyOhio.gov > MY WORKSPACE > Under Self Service Quick Access select myTravel.
  2. Click Cancel under Travel Authorization.
    • The Travel Authorization Information window will display.
  3. Click the check box next to the travel authorization to be canceled.
  4. Click Cancel Selected Travel Authorization(s).
  5. Click OK to return to the Cancel Approved Travel Authorization page.
How do I delete an Expense Report (ER) that I no longer need to submit?
  1. Navigate to MyOhio.gov > MY WORKSPACE > Under Self Service Quick Access select myTravel.
  2. Click on Delete under Expense Report - Delete ER page displays the list of ER's that are available for deletion.
  3. Select the checkbox next to the expense report to be deleted.
  4. Click "Delete Selected Expense Report(s)".
  5. Click OK on the Delete Confirmation.
What happens if my supervisor did not approve my travel authorization or expense report by June 12?

Your travel authorization and expense report were deleted from OAKS and you will need to recreate your travel authorization and expense report after July 1.

What does "deleted" mean?

"Deleted" means that your travel authorization or expense report will be removed from the OAKS Travel and Expense module. You will not be able to view any expenses that were listed on the deleted document or receipts that may have been attached.

What do I need to do if my travel authorization or expense report has been deleted

If your travel authorization or expense report has been deleted, you will need to wait until after July 1 to go into the OAKS Travel and Expense module to recreate both the travel authorization and expense report.

To recreate a Travel Authorization:

  1. Navigate to MyOhio.gov > MY WORKSPACE > MyTravel > Under Travel Authorizations select Create/Modify
  2. Create a Travel Authorization estimating your expenses for your trip using future dates
  3. Have your supervisor approve your Travel Authorization
  4. From the approved Travel Authorization, create an Expense Report. On the Expense Report, change the dates to the actual dates of travel and report actual expenses
  5. Attach any required receipts and backup documentation
  6. Submit the Expense Report

To recreate an Expense Report:

  1. Navigate to MyOhio.gov > MY WORKSPACE > Under Expense Reports select Create/Modify
  2. Select the approved Travel Authorization related to your trip
  3. Create your Expense Report with your actual travel dates expenses
  4. Attach any required receipts and backup documentation
  5. Submit the Expense Report
How much time do I have to recreate my travel authorization if it has been deleted?

You should create your travel authorization as soon as possible. Travel authorizations and expense reports must be received within 120 days after the last date of travel.

How much time do I have to recreate my expense report if it has been deleted?

You should recreate your expense report as soon as possible if it has been deleted. When recreating your expense report note your original ER number in the comments section and submit. Any required documentation for the expense report will need to be resubmitted. Expense reports must be received within 120 days after the last date of travel.

How do I know if my Travel Authorization or Expense report was deleted

If you have questions as to whether any of your travel documents were deleted, please contact your fiscal office.