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Each user of Peoplesoft 9.0 Student/HR has a personal worklist that will display transactions that are pending. Some examples include: Payroll Authorizations to Approve Payroll Authorizations that have been sent back for revision Expense Reports/Travel Au...

Each user of Peoplesoft 9.0 Student/HR has a personal worklist that will display transactions that are pending. Some examples include: Payroll Authorizations to Approve Payroll Authorizations that have been sent back for revision Expense Reports/Travel Au...

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 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...

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...

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...

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 ...

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, ...

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...

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...

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 ...

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...