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Getting Started with PeopleSoft Expenses
PeopleSoft Expenses Business Processes
PeopleSoft Expenses Integration Touchpoints
PeopleSoft Expenses Implementation
Navigating in PeopleSoft Expenses
Navigating in PeopleSoft Expenses
Viewing Travel and Expense Navigation Collections
Defining Your Operational Structure for PeopleSoft Expenses
Understanding the Expense System Operational Structure
Configuring Business Units for PeopleSoft Expenses
Securing Your PeopleSoft Expenses System
Understanding Security for PeopleSoft Expenses
Setting Up Authorized Users
Implementing Self-Service Applications
Enabling Credit Card Encryption
Integrating With Other PeopleSoft Products
Understanding Integrating With PeopleSoft Applications
Integrating With PeopleSoft Human Resources
Integrating with PeopleSoft North American Payroll
Integrating With PeopleSoft Time and Labor
Integrating With PeopleSoft Project Costing
Integrating With PeopleSoft Payables
Integrating With PeopleSoft General Ledger
Integrating With PeopleSoft Commitment Control
Integrating with PeopleSoft Program Management
Understanding Accounting in PeopleSoft Expenses
Understanding Accounting in PeopleSoft Expenses
Understanding Employee Privilege Templates
Understanding Header Level Default Accounting
Understanding Expense Transaction Line Default Accounting
Understanding Default Accounting Change Functionality
Defining Accounting Data for PeopleSoft Expenses
Understanding Accounting-Related Data Setup
Setting Up Cash Advance Sources
Setting Up Earnings Codes
Setting Up Expense Billing Codes
Setting Up Expense Types
Setting Up Expense Type Categories
Setting Up Expense Type Groups
Setting Up References
Setting Up Local Tax Tables
Setting Up Reimbursement Action Codes
Setting Up Period End Accrual Options
Defining Location and Rates for PeopleSoft Expenses
Understanding Locations and Rates
Setting Up Distance Rates
Setting Up Expense Locations and Amounts
Setting Up Per Diems
Setting Up Transportation Types
Defining Additional Required Data for PeopleSoft Expenses
Setting Up Business Purposes
Setting Up Credit Card Suppliers
Setting Up Employee Notifications
Setting Up Payment Types
Setting Up Preferred Merchants
Setting Up Non-Preferred Merchant Justifications
Setting Up Templates
Setting Up Time Reporting Codes
Setting Up Approvals and Audit Rules
Understanding Setting Up Approvals and Audit Rules
Defining Approver Types for PeopleSoft Expenses
Configuring Transaction Types for PeopleSoft Expenses
Setting Up Approval Privilege Templates for PeopleSoft Expenses
Setting Up Approval Refinement Templates in PeopleSoft Expenses
Setting Up Risk Templates for PeopleSoft Expenses
Defining Approver Profiles for PeopleSoft Expenses
Setting Up Approver Assignments in PeopleSoft Expenses
Setting Up Approver Routing Lists in PeopleSoft Expenses
Copying Approval Setup to Another SetID
Configuring Summary Approval Options
Reassigning Work for Expense Transactions
Setting Up Receipt Verification Rules and Lists
Defining PeopleSoft Expenses Processing Roles and Exceptions
Understanding PeopleSoft Expenses Processing Roles and Exceptions
Defining PeopleSoft Expenses Processing Roles
Configuring Expense Types based on Expense RoleTask
Defining PeopleSoft Expenses Processing Role Exceptions
Defining PeopleSoft Expenses Processing Role Options for VAT
Mapping Expense Data
Understanding Expense Data Mapping
Mapping Accounting Information
Mapping Expense Type
Mapping Location Information
Mapping Corporate Card Data
Working with External Expense Data
Understanding External Expense Data
Loading External Expense Data
Loading Credit Card Data
Resolving Credit Card Maintenance Errors
Resolving Credit Card Transaction Errors
Inquiring Credit Card Load Results
Loading Benchmark Data
Maintaining Employee Profiles
Understanding Employee Profiles
Maintaining Employee Profile Data
Maintaining Employee Organizational Data
Maintaining User Defaults
Maintaining Employee Privilege Templates
Maintaining Employee Bank Account Data
Maintaining Employee Credit Card Data
Determining Employee Payment Option
Maintain Employee Transportation Data
Preparing Travel Authorizations
Understanding Travel Authorizations
Understanding How To Create Travel Authorizations
Entering Travel Authorization Information and Detail Expense Lines
Copying or Adding Expense Lines
Reviewing or Modifying Accounting Information
Viewing and Modifying Travel Authorizations
Deleting Travel Authorizations
Canceling Approved Travel Authorizations
Setting Up and Creating Travel Authorizations Using PeopleSoft Fluid
Preparing Cash Advances
Understanding How to Prepare Cash Advances
Creating and Modifying Cash Advances
Viewing Cash Advances
Reconciling Cash Advances
Deleting Cash Advances
Closing Cash Advances
Creating and Modifying Expense Reports Using PeopleSoft Fluid
Using PeopleSoft Fluid User Interface for Expenses
Creating and Modifying Expense Reports Using PeopleSoft Fluid
Creating Expense Reports as a Delegate
Viewing and Updating Expense Report Accounting using PeopleSoft Fluid
Importing My Wallet Data into an Expense Report using PeopleSoft Fluid
Linking a Wallet Entry to an Expense Report Line
Copying Expense Reports Using PeopleSoft Fluid
Copying Expense Lines using PeopleSoft Fluid
Splitting Receipts using PeopleSoft Fluid
Using Per Diem in PeopleSoft Fluid
Itemizing Hotel Bills using Hotel Wizard in PeopleSoft Fluid
Associating Travel Authorizations to Expense Reports in PeopleSoft Fluid
Applying Cash Advance to Expense Report using PeopleSoft Fluid
Working with Notes and Notifications Using PeopleSoft Fluid
Viewing Analytics in PeopleSoft Fluid
Attaching Receipts Using PeopleSoft Fluid
Understanding Receipt Options for Expense Reports
Attaching Receipts in PeopleSoft Fluid
Correcting Expense Report Errors Using PeopleSoft Fluid
Correcting Expense Report Errors Using PeopleSoft Fluid
Creating Expense Reports
Understanding How To Create Expense Reports
Common Element Used to Create Expense Reports
Creating and Modifying Expense Reports
Creating Express Expense Reports
Copying or Adding Expense Lines
Viewing or Modifying Accounting Defaults
Applying Cash Advances to Expense Reports
Correcting Expense Report Line Errors
Splitting Receipts on Expense Reports
Itemizing Hotel Bills Using Hotel Wizard
Printing Expense Reports, Receipts and Notes
Viewing Expense Reports
Deleting Expense Reports
Managing My Wallet Transactions
Using the Employee Digital Assistant in Expenses
Using the Expenses Skill
Inquiring on Expense Reports Using the Expenses Skill
Creating Wallet Transactions Using the Expenses Skill
Using Text Messages in PeopleSoft Expenses
Understanding Text Messages Processing in PeopleSoft Expenses
Setting up PeopleSoft Expenses for Text Messaging
Processing Text Messages in PeopleSoft Expenses
Processing Expense Report Exceptions
Understanding Expense Report Exceptions
Closing Expense Reports
Unposting Expense Reports
Working With Unposted Expense Reports
Processing Journal Expense Reports
Managing Expense Receipts
Reconciling Airline Tickets
Preparing Time Reports and Time Adjustments
Understanding Time Report Processing
Understanding Time Report Parameters and Defaults
Understanding Time Report Creation
Common Elements Used to Prepare Time Reports and Time Adjustments
Entering General Information on a Time Report
Entering Time and Details on Time Reports
Adjusting Time Reports
Viewing and Modifying Time Reports
Deleting Time Reports
Using PeopleSoft Fluid User Interface for Time Entry
Using PeopleSoft Search Framework in Expenses
Understanding PeopleSoft Search Framework
Understanding PeopleSoft Search Framework in PeopleSoft Expenses
Setting Up and Building Search Indexes for Expenses
Viewing Search Framework Search Results for Expense Reports
Setting Up and Using DCAA Compliance Functionality in PeopleSoft Expenses
Understanding DCAA Compliance Functionality in PeopleSoft Expenses
Setting Up and Configuring PeopleSoft Expenses for DCAA Compliance
Setting Up Overage Accounting for Expense Reporting
Using DCAA Compliance Functionality for Time Reports
Managing Employee Notifications and Acknowledgements
Using Commitment Control with PeopleSoft Expenses
Understanding PeopleSoft Commitment Control in PeopleSoft Expenses
Common Elements Used for Commitment Control within PeopleSoft Expenses
Budget Checking Expense Transactions
Budget Checking During Fluid Approvals
Reviewing Travel Authorization Budget Exceptions
Reviewing Expense Report Budget Exceptions
Canceling Travel Authorizations
Rolling Over Travel Authorization Encumbrances to a New Budget Period
Viewing Expenses and Encumbrances from the Period End Accrual Process
Understanding Approvals in PeopleSoft Expenses
Understanding Approvals in PeopleSoft Expenses
Understanding Approver Types
Understanding Approval Rules
Understanding Approval Workflow
Common Elements Used to Approve PeopleSoft Expense Transactions
Approving Expense Transactions Using PeopleSoft Fluid
Approving Expense Reports Using PeopleSoft Fluid User Interface
Approving Expense Reports Post Payments Using PeopleSoft Fluid User Interface
Approving Time Reports Using PeopleSoft Fluid Interface
Approving Time Adjustments Using PeopleSoft Fluid Interface
Approving Travel Authorizations Using PeopleSoft Fluid User Interface
Approving Cash Advances Using PeopleSoft Fluid User Interface
Approving Cash Advance Post Payments Using PeopleSoft Fluid User Interface
Approving Expense Transactions Using PeopleSoft Classic
Using Summary Approvals for Expense Transactions
Approving Expense Reports
Approving Time Reports
Approving Time Adjustments
Approving Travel Authorizations
Approving Cash Advances
Approving Expense Transactions Using Email
Viewing Approval Errors
Modifying Approved Transactions
Processing Value Added Tax Transactions in PeopleSoft Expenses
Understanding How to Process VAT Transactions in PeopleSoft Expenses
Understanding VAT Calculations
Setting Up VAT Driver Defaults for PeopleSoft Expenses
Entering VAT Information on Expense Reports
Using Per Diems in PeopleSoft Expenses
Understanding Per Diem Processing in PeopleSoft Expenses
Setting up PeopleSoft Expenses for Per Diem Processing
Running Expense Transaction Processes
Understanding Running Expense Transaction Processes
Running Expense Transaction Processes
Processing Expense Payments
Understanding Expense Payments
Reviewing Staged Payments
Canceling Payments
Posting Expense Transactions
Understanding Posting Expense Transactions
Posting Liabilities
Posting Payments
Managing Period End Accruals for PeopleSoft Expenses
Understanding Period End Accrual Processing for PeopleSoft Expenses
Setting Up Period End Accruals
Processing Period End Accruals for PeopleSoft Expenses
Viewing Accounting Entries from the Period End Accrual Process
Deleting Accruals for PeopleSoft Expenses
Viewing Accounting Transactions in PeopleSoft Expenses
Understanding Viewing Inquiries
Viewing Cash Advance Accounting Entries
Viewing Expense Report Accounting Entries
Viewing Employee Expense Data
Viewing Accounting Entries from the Period End Accrual Process
Viewing Supplier Payment Data
Analyzing Expenses Using PeopleSoft Insights
Understanding PeopleSoft Insights for Expenses
Setting up Insights Dashboards for Expenses
Analyzing Expenses Using PeopleSoft Insights
Migrating Data Using Application Data Sets
Migrating Data Using Application Data Sets
Using the Expenses WorkCenter and Dashboard
Understanding the Expenses WorkCenter and Dashboard
Understanding the Expenses WorkCenter - My Work
Understanding the Expenses WorkCenter - Links
Understanding the Expenses WorkCenter - Queries
Understanding the Expenses WorkCenter - Reports and Processes
Setting Up and Using Mobile Applications in PeopleSoft Expenses
Understanding Mobile Applications in PeopleSoft Expenses
Understanding PeopleSoft Mobile Applications
Using PeopleSoft Mobile Expenses
Archiving Transactions in PeopleSoft Expenses
Understanding Archiving in PeopleSoft Expenses
Understanding Data Types Available for Archiving
Understanding Archive Objects Definitions, Query Definitions, and Template Definitions
Archiving Data
Restoring Archived Data
Configuring Batch Processes for PeopleSoft Expenses
Configuring Temporary Tables for Batch Processing
PeopleSoft Expenses Web Libraries
Understanding Web Libraries
PeopleSoft Expenses Web Libraries
Delivered Workflows for PeopleSoft Expenses
Delivered Workflows for PeopleSoft Expenses
PeopleSoft Expenses Reports
PeopleSoft Expenses Reports: A to Z
PeopleSoft Expenses Selected Reports
Report Samples