Approve an Expense Report

PeopleSoft Financials 9.2

Select the Expense Report homepage

Select the Approval Worklist tile

Expense Reports will have ER as the leading characters in the Link, click on the Link

Review the Summary, Notes, Attachments

Select Expense Details to review line item information

Review the line level information, expanding twisties to get to the level of detail you wish

Select Summary and Approve to return to the Expense Summary screen

Ensure the Expense Line Items are checked in the Approve column

Choose Approve or Send Back (if sending back, you must first enter a Comment)

If Approve, you will receive this Submit Confirmation pop-up, click on OK

If Send Back, you must first enter a Comment and will then receive this Submit Confirmation pop-up, click on OK

PeopleSoft & myCU

Adding a page to favorites in Peoplesoft

FERPA for Clarkson Faculty and Staff

FERPA for Teaching Assistants (TAs) and Student Employees

Finding your worklist in Peoplesoft 9.0 or Peoplesoft Financials

myCU (PeopleSoft Student 9.2)

Barnes & Noble Adoption & Insights Portal (AIP)

Online Course Evaluation (OCE)

PeopleSoft Faculty Center

PeopleSoft Faculty Center - Class Roster

PeopleSoft Faculty Center - Moodle Setup

Requesting access to create a Payroll Authorization

SAS Forms in myCU

Summer Salary Quick Reference

What you need to know about electronic Payroll Authorizations

Student Information System

Submitting a Progress Survey

Managing START@CU Flags

Pre-College Surveys

What is START@CU?

Approving/sending back a Payroll Authorization

Checking the status of a submitted Payroll Authorization

Creating a Payroll Authorization for a faculty member that is going on sabbatical

Creating a Payroll Authorization for a leave of absence without pay

Creating a Payroll Authorization for a leave of absence with pay

Creating a Payroll Authorization for a termination

Creating a supplemental Payroll Authorization

Modifying a saved Payroll Authorization

Add a Training to an Employee Record

Purchasing

Add a Requisition

Requisition against FY21 Budgets

Requisition using Multiple Budgets

Stages of Purchase Order Activity

Expense Reports

Finding your worklist in Peoplesoft 9.0 or Peoplesoft Financials

PeopleSoft Financials 9.2

Accounting Information

Accounts

Chartfield Values / SpeedCharts

Controller's Corner

Controller's Corner Introduction

Foreign Travel Using One Card

Submitting Invoices to be Paid

Tips For Using My Wallet

Travel and Expense Center

Accounts Payable

Payment Request

Create Payment Request

Payment Request Center

Payment Request

Payment Request - Custom Expense Types

Approvals

Approve an Expense Report

Approve a Requisition

Approve a Travel Authorization

Central Services

Add a Receipt

Expense Report

Cash Advances

Applying Cash Advances to an Expense Report 9.2

Cash Advances

Deleting a Cash Advance 9.2

Modifying a Cash Advance 9.2

Viewing a Cash Advance status, pending actions or action history 9.2

Creating An Expense Report 9.2

Adding additional expense lines to an expense report 9.2

Adding One Card charges from My Wallet 9.2

Attaching receipts to an Expense Report 9.2

Checking for errors when creating an Expense Report 9.2

Copy of Applying Cash Advances to an Expense Report 9.2

Correcting the expense type in My Wallet 9.2

Default Accounting for Report

Entering header information in an Expense Report 9.2

Modifying an Expense Report

Receipt Split in an Expense Report

Review OneCard Information

Saving an Expense Report 9.2

Using Hotel Wizard 9.2

USING MY WALLET