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Viewing payment status 9.2
PeopleSoft Financials 9.2 Navigate to the Review Payments page The only required field will be the SetID , which should be set to SHARE. You can use any other fields that you wish to narrow the search for a particular payment. Click the Search button to l...
Travel Authorizations
PeopleSoft Financials 9.2 Travel Authorizations Associating a Travel Authorization to an Expense Report 9.2 Canceling a Travel Authorization Create/Modify Travel Authorization Deleting a Travel Authorization 9.2 Draft - Approving/send...
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 Travel Authorization, if applicable. To do so, click the drop-down for Actions in the Header section and select Associate Travel Authorization. Click the GO button ...
Canceling a Travel Authorization
PeopleSoft Financials 9.2 Travel Authorizations that have been budget checked cannot be deleted - They must be canceled first in order to reverse the encumbrance, and then they can be deleted. Additionally, the TA must be fully approved and not associated ...
Create/Modify Travel Authorization
In the Expense Report Homepage, you will find a tile Create/Modify Travel Authorization (TA). The TA is where to enter/estimate cost related to travel. A TA is required for foreign travel, when your Supervisor requires it, and when you receive a Cash Advance...
Deleting a Travel Authorization 9.2
PeopleSoft Financials 9.2 First you must navigate to the Delete Travel Authorization page. For most employees, once you click the Delete hyperlink, any TAs that can be deleted are listed. Check the Select box for the TA(s) that you wish to Delete, and then...
Draft - Approving/sending back a Travel Authorization or Expense Report
PeopleSoft Financials 9.2 First you must navigate to the Approve Transactions screen. Please note, this is a different screen from the Travel and Expense center where you create, view or modify your TAs and Expense Reports. Adding a page to favorites in Peop...
Draft - Attaching supporting documentation to a Travel Authorization
PeopleSoft Financials 9.2 The process for adding attachments for a Travel Authorization will be very similar with an Expense Report or Cash Advance. The only difference will be that the navigation will vary slightly. Step-by-step guide For TAs click on th...
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 marked with an asterisk (*) are required. Business Purpose - select Travel - Details in Notes from the drop down menu. Description- enter a descriptive reason...
Saving a Travel Authorization 9.2
PeopleSoft Financials 9.2 When your TA is complete and free of errors, save it and attach any supporting documentation, if required. Click the "Save for Later" button. If any further errors exist, a red flag icon will be displayed to the left of the applicabl...
Frequently Asked Questions
PeopleSoft Financials 9.2 Navigation How do I get to the menu path? On the User Preferences homepage, choose the Classic Home tile, or... From the NavBar icon, choose Classic Home Can I set the Menu Path as my default login page? ...
Homepages / Tiles
PeopleSoft Financials 9.2 Homepages / Tiles Add Tiles to My Homepage Arrange Tiles on a Homepage Remove Tiles from My Homepage
Add Tiles to My Homepage
PeopleSoft Financials 9.2 My Homepage is for your own use to add your most frequently used tiles To add tiles, choose Actions List and select Personalize Homepage Select the homepage where the tile currently exists Click on the ...
Arrange Tiles on a Homepage
PeopleSoft Financials 9.2 To arrange tiles on a homepage, drag and drop the tile into the position you wish You will see a dashed yellow line around the position of the tile you are moving and a solid yellow line around the position where it will mov...
Remove Tiles from My Homepage
PeopleSoft Financials 9.2 My Homepage is for your own use to add your most frequently used tiles To remove tiles, choose Actions List and select Personalize Homepage Select My Homepage Click on the delete icon for the tile you w...
Accessing Gmail or Drive
Navigate to http://mail.google.com or http://drive.google.com. Enter your full Clarkson email address and click Next. Enter your Clarkson Active Directory (AD) Password.
Adding and editing contacts in Gmail
Adding & Editing Contacts Use this link for information about: Creating contacts Editing contacts Merging contacts (duplicate contacts) Assigning a picture to a contact Creating contact pages Managing contact groups
Adding and editing Groups in Gmail
Creating a Gmail Group 1. Log into Gmail. * At the top left of the page click on "Mail" and choose "Contacts" * In the column to the left click on "New Group" * Give the group a name * Under "My Cont...
Basic Gmail Settings
Basic Settings Use this link to answer questions about: Setting up your Signature Adding a Gmail picture Changing your language settings Setting up Gmail notifications Buttons in your Gmail toolbar Choosing a Gmail theme
Changing The Moderation Settings On My Mailing List
Moderation Setting: Members 1. Navigate to the management URL for your mailing list. This would have been provided to you via email when the mailing list was created. The URL will be http://lists.clarkson.edu/mailman/admin/mailinglistname. Please replace mail...