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AggieTravel - select new itinerary

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Create a Travel Allowance Itinerary

To create a travel allowance itinerary, start an AggieTravel report. After completing the report header, select Details → New Itinerary.

AggieTravel per diem itinerary

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Next

  1. Name your Itinerary.
  2. Select if you’d like to include both Meals and Lodging, or just Lodging, or just Meals.
  3. Enter the departure city. This is the final United States city before departing the country. (eg., Davis to Sacramento to San Francisco to Beijing = enter San Francisco)
  4. Enter the departure date and time.
  5. Enter the destination city.
  6. Enter the arrival date and time using the local date and time. See example →.
  7. Click Save.

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Now, enter the next leg or the return

  1. Enter the departure city. This is the final city before departing the country.
  2. Enter the departure date and time.
  3. Enter the destination city.
  4. Enter the arrival date and time using the local date and time. See example →.
  5. Click Save.
  6. Click Next >>. 

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Travel Allowance Itinerary Summary

Here you see the entire trip. In this example, we traveled from San Francisco on April 9th and returned to San Francisco on April 15th.

If there are no more legs to add, click Next >>. 

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Attach the itinerary to the expense report

This screen shows the itinerary you just created (at the top) and any other previously created and unused itineraries (at the bottom).

At this juncture, you can assign multiple itineraries to the same report, if applicable.

Click Next>>. 

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Expenses & Adjustments

If any meals were provided for the traveler during this trip, simply select the checkbox that applies, and a predetermined amount will reduce from the total allowance. Then select Create Expenses.

If no meals were provided, simply skip this step by not checking any boxes. Then select Create Expenses.

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Finally, create the expenses

Once you select Create Expenses, AggieTravel will automatically create each expense line item, separating meals and lodging as demonstrated in this example →.

This allows you to separate allocations if necessary. You may also delete any lines that are not needed. 

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