Travel & Expense Processing - PS Financials

All PSFIN users should refer to these policies and procedures when processing transactions through PeopleSoft Financials: Comptroller's Policies & Procedures

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PeopleSoft (also known as "LOUIE") is NAU's student and employee information management system. ITS provides technical support for the PeopleSoft system.  

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Training & Documentation


Once a travel proxy for a travel expense report (Or a requester for a non-travel expense report) has created  their report, it is routed to the appropriate personnel for approval. If you have been tasked with approver authority, view this "How-To" guide on Accessing and Approving expense travel documents in PS Financials. (Click: Travel Processing Tips for more Travel information )


Certain travel requires Travel Authorizations (see Travel Processing Tips for more information). View this "How-To" guide on Creating a travel authorization in PeopleSoft.


Business Process: Creating a Travel Authorization.  Creating a travel authorization completed by the traveler’s assigned proxy. A travel authorization goes through approval processes based on the travelers HR Supervisor and department manager. A travel authorization is optional and it is only required when a traveler requires a straight Cash Advance or a pre-travel cash advance  (see Travel Processing Tips for more information).    


NAU allows the departments to be responsible for overseeing all aspects of travel including reimbursement to the traveler. It is important that departments have at least one travel specialist who understands all aspects of the NAU travel policies and procedures. Departments are responsible for processing travel documents and are ensuring travel policy guidelines are complied (See Travel Processing Tips for more information). View this "How-To" guide on Creating Travel Document Reports in PeopleSoft. For Expense Document Reports, you will use the same process only choosing non-travel expense types as well as a different set of approvers.


A travel authorization is only required when a Cash Advance is necessary.Creating an expense report is completed by the traveler’s assigned proxy.  An expense report goes through approval processes based on the travelers HR Supervisor, Reviewer for non-travel related expenses and department manager.  After the expense report is approved an EFT or system check is generated.


Prior to creating a Travel Expense Report for an Employee, you will need to make sure that the Employee is "Verified/Valid" (eligible) for a reimbursement. View this "How-To" guide to find this information in PeopleSoft.


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