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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 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 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 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...

Internal stapling is done using the system printing dialogue (Ctrl+Shift+P.  If you get the standard printing window like the image to the right, you need to click on More Settings, scroll down and click onPrint using system dialog ... (Ctrl...

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...

PeopleSoft Financials 9.2 You will need to make sure you have created an Expense Report: If you chose the "Entries from My Wallet" Quick start option, you will be thrown directly into adding expenses from your One Card. Also you can use the link to "My Walle...

PeopleSoft Financials 9.2 Once the expense report has been saved, you need to attach your receipts.  Scan your receipts into a single file, and save it to either a network drive, or your local drive, depending on your local requirements.  Receipts can also b...

PeopleSoft Financials 9.2 Once you have added all of your expense lines and entered the required information for each, click Save for Later. If any errors are detected, a red flag icon will be shown to the left of the applicable line. Click on the flag ico...

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...