How to Enter Transportation

Option 1: The "Transportation" Screen

Select "Transportation" from the banner head.

For the “Category” select “Individual.”

• Note: The “Employee” category is for reviewing staff transportation entries.

Select the Orange “+” button on the right-hand side to add a new trip entry.

A pop-up will appear. Begin by filling out the highlighted sections in the following order.

“Transportation Date:”

• Enter the date the trip took place (i.e. Date of Service).

“Paid To” - Who the reimbursement will be issued to.

• If a vendor name does not automatically populate, please reach out to FI@Yedei.org so that a vendor can be created for you.

Note: At this point, if you have previously created a “Template” you can select “View Templates” at the upper-right corner of the screen. See Transportation Templates for more information.

“Program”

• Select the budget line the funding will be deducted from, such as IDGS or OTPS.

“Leaves From” & “Goes To”

• The complete address needs to be entered, i.e. Street and number, city, state, and zip code.

  • When typing each address in the “Street” line, it is recommended to select one of the addresses suggested by the system. This will automatically calculate the total miles. The mileage can be…