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PeopleSoft Financials 9.2 When your expense report is complete and free of errors, you need to save it and then attach your receipts. Click the "Save for Later" button. If any errors exist, a red flag icon will be displayed to the left of the applicable line...

PeopleSoft Financials 9.2 Hotel bills often include more than just the room charge and tax; items such as Room Service, Laundry, Parking, etc. Additionally, some charges on a hotel bill may be Personal, and must be marked as such. The Expense Type must be Lo...

My Wallet includes more functions than just viewing your One Card charges.       1.  You can add receipts and descriptions which flow through to the expense report.       2.  You can change the expense type. The Expense Type for each merchant defaults to on...

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...

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...

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 ...

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 ...

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...

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...

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...

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...

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...

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...

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?   ...

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

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...

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...