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Saving an Expense Report 9.2
PeopleSoft Financials 9.2 When your expense report is complete and free of errors, you need to s...
Using Hotel Wizard 9.2
PeopleSoft Financials 9.2 Hotel bills often include more than just the room charge and tax; item...
USING MY WALLET
My Wallet includes more functions than just viewing your One Card charges. 1. You can add...
Viewing payment status 9.2
PeopleSoft Financials 9.2 Navigate to the Review Payments page The only required field will b...
Travel Authorizations
PeopleSoft Financials 9.2 Travel Authorizations Associating a Travel Authorization to an Ex...
Associating a Travel Authorization to an Expense Report 9.2
PeopleSoft Financials 9.2 Once your expense report lines have been added, you can associate a Tr...
Canceling a Travel Authorization
PeopleSoft Financials 9.2 Travel Authorizations that have been budget checked cannot be delete...
Create/Modify Travel Authorization
In the Expense Report Homepage, you will find a tile Create/Modify Travel Authorization (TA). Th...
Deleting a Travel Authorization 9.2
PeopleSoft Financials 9.2 First you must navigate to the Delete Travel Authorization page. Fo...
Draft - Approving/sending back a Travel Authorization or Expense Report
PeopleSoft Financials 9.2 First you must navigate to the Approve Transactions screen. Please not...
Draft - Attaching supporting documentation to a Travel Authorization
PeopleSoft Financials 9.2 The process for adding attachments for a Travel Authorization will be ...
Entering header information into a Travel Authorization 9.2
PeopleSoft Financials 9.2 The TA header is also known as the General Information section. Fields...
Saving a Travel Authorization 9.2
PeopleSoft Financials 9.2 When your TA is complete and free of errors, save it and attach any su...
Homepages / Tiles
PeopleSoft Financials 9.2 Homepages / Tiles Add Tiles to My Homepage Arrange Tiles on ...
User Preferences
PeopleSoft Financials 9.2 User Preferences Arrange Main Menu in alphabetical order Cha...
Arrange Main Menu in alphabetical order
PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the My Pref...
Change Date and/or Decimal format
PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the My Pref...
Requisition against FY21 Budgets
PeopleSoft Financials 9.2 Prepare a requisition as normal with the following 3 exceptions: With...
Add a Requisition
PeopleSoft Financials 9.2 Within this document, take me to... Requisition Defaults Add...
Add a Training to an Employee Record
Managers access it by logging into PeopleSoft HR 9.2 2. Navigate to Main Menu -> Workforce Devel...