DASH Step Guide: Travel Management

Instructions on how to enter bank information under travel and expenses, create travel authorizations, and request cash advances in DASH.

This article aims to provide instructions on how to manage your bank information for travel and expenses, create travel authorizations, and request cash advances in DASH. Use the links below for quick navigation:

• Getting Started
• Manage banking information
• Create travel authorization
• Request cash advances

 

Getting Started

1. Navigate to the DASH homepage.
2. Click on the Me tab.

3. Click on the Expenses tile.

4. For first-time users, you will see a welcome page with a tutorial video. Click on “Go to Travel and Expenses” under the video to go to the Travel and Expenses page.

 

Manage Banking Information

1. Follow the instructions in the “Getting Started” section to navigate to the Travel and Expenses tile.

2. Click on the gear icon at the right upper corner next to the search bar.

3. Select Manage Bank Accounts from the dropdown menu.

4. To add a new bank account, click on the add sign in the left upper corner.

5. Enter bank account details and click Save and Close.

6. To change a bank account to your primary account, select the bank account. You will see it turn into a light blue color once selected.

7. Click the Primary icon at the left upper corner.

8. Click Done.

Create Travel Authorization

1. Follow the instructions in the “Getting Started” section to navigate to the Travel and Expenses page.

2. Click the Authorization icon on the left side menu.

3. Click Request Authorization.

4. Enter the request details including the purpose, location, start date, and end date.

5. Under the Estimated Expenses section, click the add sign. You will see a new page open for you to add an estimated expense.

6. Click the Template field and select a template depending on the type of travel and your campus location. Select an expense type in the Type field and enter the amount in the Amount field. Enter the other details as needed.

7. Click Save and Close to add the estimated expense.

8. Repeat steps 5-7 to add more expenses if needed.

9. Click Submit to submit the travel authorization for approval.

 

Request Cash Advance

1. Follow the instructions in the “Getting Started” section to navigate to the Travel and Expenses page.
2. Click the Cash Advance icon on the left side menu.

3. Click Request Cash Advance.

4. Enter the cash advance request details into the appropriate fields. If the request is related to an approved travel authorization, you can choose the travel authorization number in the Expense Travel Authorization field.

5. Click Submit to submit the cash advance request for approval.