Search Results

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  It has to be Saved for Later, Withdrawn, ...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...

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...

To access query viewer:  Main Menu > Reporting Tools > Query > Query Viewer Query shortcuts:  % = Wildcard CU_ACAD% = most queries created for academic departments start in this manner Query Categories [General](http://Query Information#general) Gr...

Those that need to use the eTime time tracking tool can access it in PeopleSoft Student.  Either go to https://peoplesoft.clarkson.edu or click on the Student Logo on the PeopleSoft page on the Intranet.  Provide the appropriate credentials.   Once logge...

Explore these self-help resources: Clarkson OIT Knowledge base-includes Moodle, Echo360 & PeopleSoft Clarkson Moodle for Teachers Clarkson Moodle for Students Moodle Docs - General search teachers/students YouTube Playlist: Moodle Teaching Basics 4....

Summary This guide walks you through the simple steps to set your student passphrase to ensure your account is secure. Steps: Navigate to Clarkson’s PeopleSoft page and sign in using your Clarkson credentials, then select "myCU" on the far right ...