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Approvals
PeopleSoft Financials 9.2 Approvals Approve an Expense Report Approve a Requisition Approve a Travel Authorization
Attaching receipts to an Expense Report 9.2
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...
Receipt Split in an Expense Report
PeopleSoft Financials 9.2 A single receipt can contain multiple items that require more than one expense report line. In the below example, there is a single charge from Cybersource, but it needs to be split between different budget managers. NOTE: Receipt...
Modifying an Expense Report
PeopleSoft Financials 9.2 The navigation for Modifying an Expense Report has changed in PS Financials 9.2. Create/Modify have been combined into one. Note: An Expense Report must be in Pending status to Modify it. It has to be Saved for Later, Withdrawn, ...
Entering header information in an Expense Report 9.2
PeopleSoft Financials 9.2 No matter which method you use to start your expense report, you must either enter Header information, or update the default values. The expense report header is alos known as the General Information section. Here is where you enter ...
Default Accounting for Report
PeopleSoft Financials 9.2 While creating an expense report, you may need to change the default department or project budget for all of the charges. Choose Default Accounting for Report to charge every transaction on your expense report to the same budget. C...
Correcting the expense type in My Wallet 9.2
PeopleSoft Financials 9.2 If the Expense Type selected by the system is not correct, you **must **correct it in My Wallet. This can be caused by any one of several issues: The system assigns the Expense Type based on the code on the credit card transaction...
Copy of Applying Cash Advances to an Expense Report 9.2
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...
Checking for errors when creating an Expense Report 9.2
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...
Adding One Card charges from My Wallet 9.2
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...
Approve an Expense Report
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...
Adding additional expense lines to an expense report 9.2
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...
Creating An Expense Report 9.2
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...
Viewing a Cash Advance status, pending actions or action history 9.2
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...
Modifying a Cash Advance 9.2
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...
Deleting a Cash Advance 9.2
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...
Applying Cash Advances to an Expense Report 9.2
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...
Approve a Travel Authorization
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...
Approve a Requisition
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...
Review OneCard Information
PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the Review/Edit Profile tile Click on the Corporate Card Information tab Corporate Card Information The Corporate Card Information tab is display only data pulled from the People...