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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 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 Select the User Preferences homepage Choose the My Preferences tile  Within General Settings, expand Navigation Personalizations The 4th option in this section is the Dropdown Menu Sort Order - ch...

PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the My Preferences tile  Within General Settings, expand Regional Settings Choose from the available options for the Date Format/Separator and the Decim...

PeopleSoft Financials 9.2 Delegating Authority provides your chosen delegate with the ability to approve expense reports and purchase requisitions charged against the department(s) and/or project(s) specified Select the User Preferences homepage Choose th...

PeopleSoft Financials 9.2 Depending on your selections, Delegate Entry Authority provides your chosen delegate(s) the ability to create, edit, submit, and/or view your expense reports, travel authorizations, and cash advances. Select the User Preferences...

PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the My Preferences tile  Within General Settings, expand Navigation Personalizations Scroll to the bottom of this section to find Autocomplete and shift...

PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the Review/Edit Travel Profile tile Employee Data The Employee Data tab is display only. (Home Address intentionally shows Campus Address.) Corrections should be s...

PeopleSoft Financials 9.2 Changes effective January 2021... Description Pre-Update 9.2 Version Post-Update 9.2 Version   The color scheme has changed PeopleSoft no longer supports classic navigation; so, the classic home tile has be...

PeopleSoft Financials 9.2 User Preferences Arrange Main Menu in alphabetical order Change Date and/or Decimal format Delegate Authority - Approval Delegate Entry Authority - Expense Report Enable / Disable Autocomplete Review/Edi...