Peoplesoft user manual expenses

Within your browser, sign in to the peoplesoft pure internet architecture as you would when opening a website. The systems must be at peoplesoft enterprise fscm 9. Workday expenses addresses both of these requirements by providing. Often a times when working on something like a peoplesoft issue or a peoplesoft upgrade, you feel. Entering a simple expense expense ac dr to cash ac. This document gives detailed instructions on the approval process in peoplesoft. This manual guides users in the fiu community through the system functions of the travel and expense module of peoplesoft financials. Selfservice registration new users who just need access to peoplesoft selfservice can selfregister.

Its suite of highlyscalable applications caters to small and mediumsized organizations which makes room for its growth over time. Peoplesoft expenses allows employees to set up their own user defaults to reduce data entry time for travel authorizations, cash advances, expense reports, and time reports, and they can easily change these defaults during data entry. This hrms users guide has been developed to assist department administrative employees with navigation, running reports, time and leave entry and general use in peoplesoft hrms. Workday offers an easytouse, consumer weblike application, as well. Defining location and rates for peoplesoft expenses. The guides provide stepbystep instructions, including screenshots, to help. It also includes helpful guides for contact information, payroll form tips and security access. Oracle ireceipts is the first iphone application for oracles peoplesoft enterprise expenses.

Explain the different features of the peoplesoft modules and how they function together 3. Youll save time by completing all of your expense entries on one page, with minimal transfers to drilldown windows. Peoplesoft financials university of missouri system. You may add one or more rows of project accounting default values. The participant will learn basic navigation techniques in peoplesoft 9. This guide covers the financial reports that assist in ongoing financial monitoring and support monthly. Next, the end user should obtain the tracking number from the supplier and track the order.

Peoplesoft, and are available to view via the peoplesoft pcard bank statement. If you have any questions, please contact your consultant liaison for assistance. Sdusd peoplesoft for site administrators chapter 1 chapter 1. Peoplesoft innovators adopt oracle cloud infrastructure. Current folders available include department, project and all. Hi, i have a question in peoplesoft expenses workflow, looked through many books but not able to get it. Instructions for the absc expense report process, and the. The initiative chartfield acts as a shadow system within peoplesoft. Complete list of peoplesoft tables i could not find this else where and hence, i decided to build one myself a complete list of peoplesoft tables. Peoplesoft is a robust hr software that delivers comprehensive industry and business solutions for complex enterprise requirements. By their first day of employment, the employee should have been loaded into psfin from the hrpayroll application.

Orlando health, in conjunction with their partner intrasee, rapidly deployed a hybrid architecture onpremise and oracle cloud infrastructure solution to provide guided, processes for managers to complete critical peoplesoft hcm position requests using the fluid user interface, improving the user experience, automating manual processes. Expenses 8172006 5 logging into the web site example exercise step by step. With peoplesoft expenses, managers can track performance of travelrelated expenses by using embedded analytics and outofthebox reporting. Learn about the expenses integration with other peoplesoft products, such as project costing, and thirdparty data interfaces, such as airline ticket. Expense report budget checking issues updated 03082019. Peoplesoft nvision welcome to the peoplesoft nvision for general ledger training course. Complete list of peoplesoft tables peoplesoft tutorial. It district wide applications sdusd peoplesoft mileage 332010 4 chartfield setup the first time an employee submits an expense report, the employee must setup their chartfield string. Step 1 launch microsoft internet explorer from your computers desktop screen. Chapter 2 introducing peoplesoft financials in order to work in peoplesoft, you need to have a basic understanding of how the peoplesoft financial management system is set up.

Copyright 2015 emerio introduction project common definition. The user defaults page in peoplesoft financials displays information for the following peoplesoft modules. To access a copy of the training manual, click on the title of the course. Navigate from bc website to peoplesoft financials and signon. Quick hack to find information faster on oracle support. Any user who is on the expenses approver assignments page automatically gets this role. Upon termination, the user should be removed from the expenses approver assignments. Tutorials, training guides, and quick reference guides are available for the peoplesoft financials modules listed below. Defining your operational structure for peoplesoft expenses. Travel and expense reports need to be approved by a designated administrator. By being fully integrated with peoplesoft expenses and leveraging the iphones innovative technology, oracle.

The user may also select the advanced search link to search for a query instead of the query name on step 2. Depending upon the security and access you may already have in hcm, you may have received a second sign on and password to be used for accessing the budgeting module. Financial and supply chain management information for secure enterprise search ses can be found in peoplesoft application fundamentals documentation. Peoplesoft financials training instance training access in fstrn we have developed online training materials to assist you in learning how to use peoplesoft financials. Replenishment in peoplesofts scm suite is as dynamic as it can be, providing the user with manifold parameters to set up inventory replenishment. To take full advantage of the information covered in this manual, users should have a basic understanding of navigating peoplesoft financials, distribution, and frequently used terms. Some examples of nontravel related expenses are membership dues, cell phone expenses1, supplies, and copies. Peoplesoft expenses contains sophisticated reporting and analytics that enable you to track, in realtime, the performance of your expense management system. By doing so, the enduser creates their own user name. Guides and job aids sdcoe customer resource center. This enables the user to track related expenses for a specific activity within a departmental budget and across departments. Peoplesoft enhances the ability to use requisition loader. Adding multiple expense lines using the quickfill featureconcept see it.

This chapter provides an overview of security for peoplesoft expenses and discusses how to. This determines which budget is to be used to pay for the mileage reimbursement. The participant will learn how to enter a requisition in peoplesoft, for noncontract items. Learn how par location replenishment enables the user to trigger replenishment requests, without considering the stock on hand of an item. An initiative has been defined the same as a project, but cannot be used for things that must be capitalized. Entering an expense report for travel reimbursement entering an expense report for nontravel reimbursement. The following is a list of training courses and manuals available from the peoplesoft training team. Roles and permission lists are what control the level of access a peoplesoft user will have. Employees can also set up project defaults, accounting distributions, and number of hours worked per day.

Completion of panthersoft fundamentals is highly recommended. Main menuemployee self servicetravel and expense center user preferencesdelegate entry authority note. As a result, they also receive permission to approve expense transactions. Define how different valued purchases are handled at bc 4.

Every user in peoplesoft is assigned a role and is added to one or more permission lists. Peoplesoft expenses business process accountability. Recurring reports job aid tiga reporting user guide peoplesoft financials v9. The create expense report page is rolebased and dedicated to filing expense transactions, so you can. Peoplesoft for site administrators training manual san diego. Click on add button after entering the employee id. Srdt peoplesoft user manual srdt peoplesof t user manual entry. Budgets chartfields chartfields are an integral part of how peoplesoft works within our district.

Copying expense report expense linesconcept see it. Peoplesoft payroll courses and manuals lsu health new. We have designed this course to guide you through peoplesoft nvision, a powerful and flexible spreadsheet based financial reporting tool that you can use within the peoplesoft applications. Click on add a new value and enter employee id for whom to create the expense report. The end userrequestor should look up the purchase order number. It district wide applications sdusd peoplesoft mileage.

Oracle ireceipts allows users to quickly enter their cash transactions on the iphone and submit them to peoplesoft expenses. Peoplesoft expenses enables you to have one set of project default values for travel authorizations and expense reports and another set of project default values for time reports. In addition, the menu options in the main menu navigation are determined by roles and permissions. Send back an expense report for revision example exercise. Here is a quick hack that you can use to find support documents related to a particular topic.