Information Technology Services

Travel Expense Center>Expense Report>Create

Quick Start: Select from the drop down menu a Travel Authorization

Go

Date Range:  Select 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.

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.

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.

Apply Cash Advance(s):  Select the Apply Cash Advance(s) hyper link

Advance ID:  Select the magnifying glass.  A Lookup page will display

Advance ID:  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.

Total Applied:  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 fields.

Total Due Employee:  Indicates the amount due to either the employee or the company after applying the total cash advance amounts.

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