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What's New in 9.2?

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Changes effective January 2021... Description Pre-Update 9.2 V...

Updated 2 years ago by Mohammad Partohaghighi

Review/Edit Profile - Expense Report

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the Review/...

Updated 2 years ago by Mohammad Partohaghighi

Enable / Disable Autocomplete

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the My Pref...

Updated 2 years ago by Mohammad Partohaghighi

Delegate Entry Authority - Expense Report

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Depending on your selections, Delegate Entry Authority provides your c...

Updated 2 years ago by Mohammad Partohaghighi

Delegate Authority - Approval

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Delegating Authority provides your chosen delegate with the ability to...

Updated 2 years ago by Mohammad Partohaghighi

Change Date and/or Decimal format

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the My Pref...

Updated 2 years ago by Mohammad Partohaghighi

Arrange Main Menu in alphabetical order

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the My Pref...

Updated 2 years ago by Mohammad Partohaghighi

User Preferences

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 User Preferences Arrange Main Menu in alphabetical order Cha...

Updated 2 years ago by Laura Perry

Homepages / Tiles

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Homepages / Tiles Add Tiles to My Homepage Arrange Tiles on ...

Updated 2 years ago by Laura Perry

Saving a Travel Authorization 9.2

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 When your TA is complete and free of errors, save it and attach any su...

Updated 2 years ago by Mohammad Partohaghighi

Entering header information into a Travel Authorization 9.2

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 The TA header is also known as the General Information section. Fields...

Updated 2 years ago by Mohammad Partohaghighi

Draft - Attaching supporting documentation to a Travel Authorization

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 The process for adding attachments for a Travel Authorization will be ...

Updated 2 years ago by Mohammad Partohaghighi

Draft - Approving/sending back a Travel Authorization or Expense Report

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 First you must navigate to the Approve Transactions screen. Please not...

Updated 2 years ago by Mohammad Partohaghighi

Deleting a Travel Authorization 9.2

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 First you must navigate to the Delete Travel Authorization page. Fo...

Updated 2 years ago by Mohammad Partohaghighi

Create/Modify Travel Authorization

Peoplesoft PeopleSoft Financials 9.2

In the Expense Report Homepage, you will find a tile Create/Modify Travel Authorization (TA).  Th...

Updated 2 years ago by Mohammad Partohaghighi

Canceling a Travel Authorization

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Travel Authorizations that have been budget checked cannot be delete...

Updated 2 years ago by Mohammad Partohaghighi

Associating a Travel Authorization to an Expense Report 9.2

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Once your expense report lines have been added, you can associate a Tr...

Updated 2 years ago by Mohammad Partohaghighi

Travel Authorizations

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Travel Authorizations Associating a Travel Authorization to an Ex...

Updated 2 years ago by Laura Perry

Viewing payment status 9.2

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Navigate to the Review Payments page The only required field will b...

Updated 2 years ago by Mohammad Partohaghighi

USING MY WALLET

Peoplesoft PeopleSoft Financials 9.2

My Wallet includes more functions than just viewing your One Card charges.       1.  You can add...

Updated 2 years ago by Mohammad Partohaghighi