Understanding Mobile Applications in PeopleSoft Expenses

This topic provides an overviews of PeopleSoft mobile applications, provides prerequisites to setting up mobile approval options for expense reports, and discusses how to access and approve pending expense report using mobile devices.

PeopleSoft provides mobile applications to allow real time access to critical business information. You can use these applications on your desktop, smart phone, or tablet devices.

For information regarding the available PeopleSoft mobile applications, see Understanding PeopleSoft Mobile Applications.

Mobile Expenses

PeopleSoft Mobile Expenses provides mobile entry of expense reports, Wallet entries, time reports, travel authorizations, approval actions and review of past expenses. (Managing cash advances , and travel authorizations are not included at this time.)

Use your mobile tablet or mobile phone (no application download required from the AppStore) to access the application and manage your expense reporting on the go.

Click to view a Video Feature Overview (VFO) of PeopleSoft Mobile Expenses.

For more information, see Using PeopleSoft Mobile Expensesand Using PeopleSoft Fluid User Interface for Time Entry.

Mobile Approvals for Expense Reports

PeopleSoft Mobile Approval Framework allows approvers the flexibility to approve expense reports on the go. For example, you can log into the PeopleSoft system from a mobile device, such as a tablet or smart phone, and process expense reports that are pending your approval. You are able to view other approvers and see any comments that previous approvers have entered.

Click to view a Video Feature Overview (VFO) of PeopleSoft Mobile Approvals.

Note: Attachments are currently not available for expense report Mobile Approvals.

To use PeopleSoft Mobile Approvals for approving expense reports, you must:

  1. Implement Approval Framework for Expenses. See Understanding Approval Workflow.

  2. Activate the EXER transaction ID within the Fluid Approval Setup - General Settings Page

    Implement system-wide setup of Mobile Approval Framework, see Application Fundamentals: Configuring Fluid Approvals

Once you have configured Expenses for Approval Framework as well as system-wide Mobile Approval Options, you can access your pending expense reports from your mobile device.

When you launch mobile approvals, the display depends on whether you are accessing the application from a mobile tablet or mobile phone.

For more information, see .Understanding Mobile Applications in PeopleSoft Expenses

If you have implemented Mobile Expenses, you can also link to Mobile Approvals from Mobile Expenses by selecting the Reports to Approve button. See Using PeopleSoft Mobile Expenses