Populate an Expense Report from a Travel Authorization
COPY FROM A TRAVEL AUTHORIZATION
Travel Expense Center>Expense
Quick Start: Select from the drop down menu a Travel
POPULATE FROM A TRAVEL AUTHORIZATION
a date range to display approved travel authorizations from a specified period. (Optional).
Search: Select the search button.
Select: Click Select to select the travel
authorization to use as a basis for the expense report.
EXPENSE REPORT ENTRY
PeopleSoft Expenses displays the Expense Report Entry page
and populates the fields with data from the travel authorization that you
copied from. Update the expense report
based on the actual out of pocket expenses.
APPLY CASH ADVANCE
You can apply a cash advance to more than one expense
report, and you can apply more than one cash advance to an expense report. When
a cash advance is applied, PeopleSoft Expenses updates the cash advance balance
accordingly. If the expense report is denied, the balance of the cash advance
is restored and available for use on another expense report.
Select the Apply Cash Advance(s) hyper link
APPLY CASH ADVANCE LOOKUP
ID: Select the
magnifying glass. A Lookup page will
Select the cash advance ID that you want to apply to the expense
report. You can apply more than one cash advance to an expense report.
The amount of the cash advance that is applied to expense report.
Add Cash Advance:
Click to add another line to select an additional cash advance to
apply to the expense report.
Update Totals: If you change the cash advance applied
amount, then click to update the Total Advance Applied and Total Due Employee
Total Due Employee:
Indicates the amount due to either the employee or the company
after applying the total cash advance amounts.
Training & Documentation
This section provides "How-To" guides for both Travel and Expense reporting. Creating Travel Authorizations, Cash Advances, Travel and Non-Travel expense processing as well as the Approval Processes are but a few from which you may choose. For more detail information on travel compliance, see Travel Processing Tips