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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...
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...
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...
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...
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...
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...
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...
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 ...
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, ...
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...
Using Hotel Wizard 9.2
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...
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...
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 ...
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...
Delegate Entry Authority - Expense Report
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...