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PeopleSoft Financials 9.2

PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Create a payment request is an automated process to submit disbursement orders. Use Payment Request tile.   NOTE:  may have to use CAS Override to get to the page.

PeopleSoft Financials 9.2 Select the Accounts Payable homepage Choose the Payment Request Center tile Click on the Custom Expense Types button

PeopleSoft Financials 9.2 Approvals Approve an Expense Report Approve a Requisition Approve a Travel Authorization

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 r...

PeopleSoft Financials 9.2 Select the Purchasing homepage   Select the Approval Worklist tile Requisitions are identified by the first word in the Link, click on the Link Review the Summary Review the Header comments and attachments, use the X to e...

PeopleSoft Financials 9.2 Select the Expense Report homepage   Select the Approval Worklist tile Travel Authorizations will have TA as the leading characters in the Link, click on the Link Review the Summary Ensure the Line Items are selected Cho...

PeopleSoft Financials 9.2 Central Services Add a Receipt

PeopleSoft Financials 9.2 Select the Central Services homepage   Choose the Receiving tile On the Add a New Value tab, hit Add Enter relevant criteria to find the Purchase Order lines to receipt, hit Search The first 5 rows of results will show ...

PeopleSoft Financials 9.2 Expense Reports * 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 ...

PeopleSoft Financials 9.2 Cash Advances Applying Cash Advances to an Expense Report 9.2 Creating a new Cash Advance 9.2 Deleting a Cash Advance 9.2 Modifying a Cash Advance 9.2 Viewing a Cash Advance status, pending actions or action ...

PeopleSoft Financials 9.2 Creating an Expense Report Once your expense report lines have been added, you can apply any cash advances you may have received against the expense report. To do this, click the Apply Cash Advances hyperlink. The Apply Cash Ad...

PeopleSoft Financials 9.2 There are essentially two steps to creating a Cash Advance (CA): enter general travel and expense information (the header information) enter the detailed cash advance line(s) Navigate to the Create Cash Advance page.  1.)  Ma...

PeopleSoft Financials 9.2 A Cash Advance can only be deleted provided it is not paid, selected for payment, fully approved, or in the approvals process. Basically, in order to delete a CA it has to either have never been submitted for approvals, or it has bee...

PeopleSoft Financials 9.2 There are only three points at which you can modify a Cash Advance: First, before the CA has been submitted for approval. If a CA has been saved (but not submitted), you can update it. Second, after the CA has been submitted, and...

PeopleSoft Financials 9.2 1PeopleSoft Financials 9.2 1.1Viewing a Cash Advance Status 1.2Pending Actions 1.3Action History Viewing a Cash Advance Status Once you have submitted a Cash Advance for approvals, you may want to follow its progress t...

PeopleSoft Financials 9.2 Expense Reports * 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 er...

PeopleSoft Financials 9.2 PEOPLESOFT 9.2 TRAVEL AND EXPENSES:CREATING EXPENSE REPORTSThere are essentially three steps to creating an Expense Report: Enter general travel and expense information (the header information), Enter the detailed expense l...

PeopleSoft Financials 9.2 Entering header information in an Expense Report 9.2 To add one or more new lines, click the plus at the end of each row of the report. Note:  This option should only be used for Employee Paid (out of pocket) expenses.  The Payment...