PeopleSoft Travel Expenses
|
|
- Lucy Richards
- 5 years ago
- Views:
Transcription
1 NOTE: This is a step-by-step Job Aid and cannot fully explain everything about s. For complete knowledge of this topic, you must attend a Mileage training class. Register at: If you are eligible to be reimbursed for mileage put on your own vehicle while driving to conduct school district business, then you need to create and submit an expense report for mileage. A mileage report serves to verify the use of your private vehicle for your job, and it also generates a check to you. The current rate of reimbursement is 55 cents per mile. You must submit a separate mileage report for each month you are claiming. NOTE: You cannot claim mileage to or from your own home. You can only claim mileage beginning from a school district site, going to other district sites to conduct your job, and ending at a district site. If you submit a mileage report with the school district, you cannot claim mileage on your tax returns. Before you create your very first, you must set up your budget account (Chartfield String) in the PeopleSoft Financials software, so that you can be paid. If you haven t done that yet, please refer to the Job Aid: Update Your Chartfield Strings and take care of that task BEFORE you do your first. Then you can begin with the Steps illustrated below. 1. Launch Microsoft Internet Explorer and go to the PeopleSoft sign-in URL for our school district: Sign in with your Employee ID Number and password Be sure to click the Financials Supply Chain link to enter the correct PeopleSoft Financials environment After arriving at the PeopleSoft main screen click this navigation: Employee Self-Service > Travel and Expense Center > Expense Report > Create. 3 March
2 4. If you re creating the Mileage Expense Report for someone else, click on the Lookup Employee ID icon: and choose that person s name, if they have already authorized you in the computer system to do so. (See the Job Aid: Authorize Others to Create... for more information about this). If you re creating the report for yourself, first make sure your own Employee ID appears in the EmplID box. Then, click the Add button. 4 4 What you see if someone else has authorized you as their proxy. What you see if no one has authorized you as their proxy. 5. On the upper portion of the Expense Report Entry page, shown here, enter the General Information: Description: Mileage, Month, Year Business Purpose: Other-written desc required. Default Location: San Diego Comment: Type a brief description of your job that justifies your claim for mileage reimbursement. 5 March
3 6 6. In the left side of the screen click the Accounting Defaults link. 7. Verify the correct budget code numbers are entered into the Chartfield string. If you don t know which numbers belong there, you need to ask your Budget Analyst. 7 Then click the OK button. 8. On the bottom half of the Expense Report Entry page you need to start adding mileage entries. You must enter a separate line for each day you are claiming mileage. To start the first entry, in the Expense Type drop-down list, choose: Mileage IN SD County Enter the date for the single day of mileage you are claiming on this first line. You can type the date, or choose it from the calendar icon. 9 March
4 10. From the Payment Type drop-down list, choose Not Applicable. Always choose Not Applicable as the Payment Type for all Mileage entries To continue entering details about this day s entry, click the green arrow. That brings you into the Details screen. (To do the same thing, you could also click on the Details blue tab) In the Description textbox, type a description of where you traveled on that day. In the example shown here, we typed: From Lincoln to Gompers for meetings, then return to Lincoln. The entire text is not visible, but can be read if we click the tiny arrow buttons on the right Ignore the Non-Reimbursable and No Receipt checkboxes. Click the green arrow again to move to the next part of this entry Now enter the total, rounded-off miles you are claiming for this single day s mileage. This number represents the miles you drove that day while on district business. When done, click the green arrow again to move forward. 14 March
5 15. The screen now displays the completed line entry, showing the total dollar amount you will receive for that one day. Soon you will add more days to this report, just like you entered this first day Now that you ve completed your first line of mileage entries, it s a good time to check for errors, and then save what you have so far. Click the Check for Errors button. If there are no errors, the page will remain the same. If there is an error somewhere in what you entered, you would see a red flag (there is a separate Job Aid entitled: Fix a Red-Flagged Error which shows how to deal with those) Click the Save for Later button to save your work. It is located in the lower left corner. If you don t do this now, you run the risk of losing the work you ve done so far To add another line to the report for the next day s entry, click the plus sign button on the right-hand side of the current line entry you just finished You ll see this box appear in the upper portion of your screen. It s asking you to enter how many additional lines you want. You need a new line for each day you want to claim mileage. Enter the number of lines you want, and then click the OK button. 19 March
6 20. One or more new blank lines will appear below the first one. You can then repeat all the steps you followed for the first line, to create and fill in the details for the second line (and for all subsequent lines) After adding all the days you want to the report, click the Check For Errors button. If you don t see any red flagged-errors, you can save the report and submit it. If you do see errors appear, please refer to the Job Aid: How to Fix a Red-Flagged Error. 22. In the lower-left corner, click Save For Later first, to ensure everything you entered into the report will be retained. Then click the Submit button. 22 Your report is sent off to be approved and processed. You should receive your reimbursement check in the mail within 2-4 weeks. For more information about using PeopleSoft Financials software, please visit our web site: March
This Job Aid begins on the screen you see immediately after logging into PeopleSoft Financials.
CBI Expense Report Community Based Instruction This Job Aid walks you through the steps of creating and submitting an online form to apply for reimbursement for expenses related to the Community Based
More informationTravel & Expenses. Training Job Aids
Travel & Expenses Training Job Aids May 2017 Important Reminder about Business Traveling If you are a principal, department head, or any other type of site administrator, this is important. The following
More informationDISTRICT WIDE APPLICATIONS. Travel Expenses. SDUSD PeopleSoft Training Financials
DISTRICT WIDE APPLICATIONS Travel Expenses SDUSD PeopleSoft Training Financials Spring 2010 Table of Contents CHAPTER 1 - TRAVEL EXPENSES OVERVIEW... 1 WHAT ARE ORACLE PEOPLESOFT TRAVEL EXPENSES?... 1
More informationApprove, Send Back, or Deny Travel Expenses
This Job Aid shows how to approve, send back for revision, or deny travel expense forms submitted online by your staff. These forms are used to prepay job related travel expenses, as well as to reimburse
More informationCreating and Submitting a Fluid Expense Report in PeopleSoft Financials
Creating and Submitting a Fluid Expense Report in PeopleSoft Financials PeopleSoft Financials introduced a new Fluid user interface in Release 5.30. PeopleSoft fluid pages are designed to scale gracefully
More informationCreating and Submitting an Expense Report
Creating and Submitting an Expense Report How to Create and Submit an Expense Report This job aid shows users how to create and submit an expense report. If you need to withdraw, modify, view, print, and
More informationTRAVEL AUTHORIZATIONS
TRAVEL AUTHORIZATIONS TABLE OF CONTENTS Overview... 2 Responsibilities... 2 Delegate Entry Authority to Other Users... 2 Travel Authorization Tips & Reminders... 3 Create and Manage... 4 Create a Travel
More informationCreate an Expense Report from a Travel Authorization (Apply a Cash Advance)
Create an Expense Report from a Travel Authorization (Apply a Cash Advance) If a Travel Authorization is created for a trip, the Expense Report MUST be created FROM that Travel Authorization. Follow the
More informationCreate a Travel Authorization from a Blank Form. A Travel Authorization must be created in order to receive a cash advance.
Create a Travel Authorization from a Blank Form A Travel Authorization must be created in order to receive a cash advance. Travel Authorization s are required for the following reasons: When a maximum
More informationTRAVEL AND EXPENSE CENTER REPORTS USER GUIDE
TRAVEL AND EXPENSE CENTER REPORTS USER GUIDE Please note: This user guide is intended for online use, and has a number of embedded links. Printing of these documents is discouraged, as they are updated
More informationCreate Travel Authorization (Net-Card)
Create Travel Authorization (Net-Card) The employee or their proxy will create a Travel Authorization in CUNYfirst. All out-of-town travel requires an approved Travel Authorization in CUNYfirst prior to
More informationCreating an Expense Report with PeopleSoft Travel & Expenses
Creating an Expense Report with PeopleSoft Travel & Expenses Contents Creating an Expense Report for Travel Reimbursement...1 Accessing Travel and Expenses...1 Entering an Expense Report...1 Entering Your
More informationCreate Expense Report (Net-Card or Employee Paid)
Create Expense Report (Net-Card or Employee Paid) All employees are responsible for ensuring that their Expense Reports are complete, accurate and adhere to the expense reimbursement requirements of CUNY,
More informationYour step-by-step Selima Start Up Guide
Your step-by-step Selima Start Up Guide To set up your Selima account you will need: email, bank account details, car reg, make and model if applicable. Logging on & Account Set Up You will then arrive
More informationCreate a Travel Authorization (TA)
Create a Travel Authorization (TA) Login to mybyuh Enter CES net ID and password Click on PeopleSoft Finance IMPORTANT NOTE: In order to create Travel Authorization for a non-byuh employee, students or
More informationEmployee Expense Submission Guide
Employee Expense Submission Guide Expense Submission 2.4 Published October 2018 v2.4 Table of Contents First-Time Registration... 3 Submitting Expenses... 4 Employee Expenses... 6 Entering Your Expense
More informationTravel Authorization Procedure
Travel Authorization Procedure The purpose of a Travel Authorization (TA) is to estimate the total expense of a trip by specific expense categories (such as airfare, hotel, etc.), and identify the funding
More informationApptricity Training & Travel Expense Management Department Guide - POLICE April 2017
Apptricity Training & Travel Expense Management Department Guide - POLICE April 2017 Apptricity is the web-based training and travel expense management system used by the City of Roswell. This software
More informationController s Office Travel and Expense. Approving Expense Transactions - Approvers
Controller s Office Travel and Expense Approving Expense Transactions - Approvers Table of Contents I. Objectives... 2 II. Tips and Tricks... 2 III. Scenario... 2 IV. Prerequisites... 2 V. Approving Travel
More informationPeopleSoft. Travel and Expense Center. Expense Report. User Guide
Travel and Expense Center Expense Report User Guide Table of Contents Document Overview... 3 Expense Report Guidelines... 3 Creating an Expense Report... 4 Creating an Expense Report from a Blank Report...
More information[Submitting a Travel Authorization]
[] This guide is designed for those individuals responsible for submitting travel transactions for themselves (must have the role UF_EX_Traveler) or others (must have the role UF_EX_Originator). This is
More informationExpense Report Entry-Job Aid
Expense Report Entry-Job Aid Contents Creating an Expense Report (ER)... 1 Select employee for whom ER is being entered... 1 Enter Header Information... 3 Enter Expense Line information... 5 Default Accounting...
More informationTravel Voucher Instructions
Travel Voucher Instructions To access the voucher, enter your WKU NetID (it should be 3 letters and 5 numbers, not your 800#) and Password, then click Submit. The Home screen will display: Please take
More informationExpense Report Entry-Job Aid
Expense Report Entry-Job Aid Contents Creating an Expense Report (ER)... 1 Select employee for whom ER is being entered... 1 Copy from Travel Authorization (if applicable)... 3 Enter Header Information...
More informationTravel Reimbursement System. For Mileage Only
Travel Reimbursement System For Mileage Only Version 2.1 8/11/2009 (Indigo) Travel Reimbursement System (TRS) User s Guide Getting Started Table of Contents Table of Contents...2 Getting Started (Indigo)...3
More informationCreating a Travel and Expense Claim User Guide
Creating a Travel and Expense Claim User Guide Creating a Travel and Expense Claim Procedure Follow the steps outlined below to create a Travel and Expense Claim in Western Financials, a module of PeopleSoft.
More informationIntrepid User Guide. In this guide you will learn how to:
1 Intrepid User Guide In this guide you will learn how to: To apply for the study leave estimated costs - page 1 Attach evidence / documents page 4 Claim expenses after the event page 6 Learn the correct
More informationOverview. Table of Contents. Employee/Student Reimbursement
Overview Vouchers are used to reimburse employees and students for universityrelated expenses. Before making a purchase, the student or employee should verify that the expense is eligible for reimbursement.
More informationInstruction Guide. Create a Travel Authorization
This guide is designed for individuals responsible for submitting his or her own travel transactions or travel transactions for others. To complete these tasks, you must have the UF_EX_EMPLOYEE security
More informationExpense Reimbursement System (ERS) Frequently Asked Questions
General Questions What is the ERS? What is Concur? Do I have to use the ERS? Why should I use the ERS? How do I log in? What is workflow? Which browsers are supported? What types of expenses is the ERS
More informationGet the most from your Health Savings Account. Your guide to your HSA and online account access
Get the most from your Health Savings Account Your guide to your HSA and online account access 1 Health Savings Account Investments Contents Getting started... 2 Accessing the BBPadmin Online Portal...
More informationConcur Travel & Expense EXPENSE REPORT
Concur Travel & Expense EXPENSE REPORT Overview Overview Creating an Expense Report Attaching Receipts/Attachments Allocation Expense Report Submission Expense Report Approval Workflow Processing Overview
More informationPeopleSoft Budgets. Budget Transactions Detail Report Comprehensive Report on All Your Budgets Transactions
Budget Transactions Detail Report Comprehensive Report on All Your Budgets Transactions This Job Aid shows how to run the Budget Transactions Detail Report (BTDR) in PeopleSoft Financials. This report
More informationOnline Expenses User Guide System Provided by Software Europe
Online Expenses User Guide System Provided by Software Europe Provided by the Payroll Services Department Royal Berkshire NHS Foundation Trust Document control Version Date Author Comments V.01 01/07/2012
More informationAt the end of a statement period, you will be notified via- that it is time to review your card statement.
Cardholder Quick Reference Guide At the end of a statement period, you will be notified via-email that it is time to review your card statement. ACCESSING WELLS FARGO COMMERCIAL CARD EXPENSE REPORTING
More informationTravel Activities Creating an Expense Report From a T-Auth
Travel Activities Creating an Expense Report From a T-Auth Overview: Understanding How to Create an Expense Report from a Travel Authorization In this topic, you will learn the steps to create an Expense
More informationTravel & Expense Management (TEM) Traveler & Delegate User Guide
Travel & Expense Management (TEM) Traveler & Delegate User Guide Version 05 Last Updated August 9, 2016 Welcome to TEM! This document is a guide for users of the Travel & Expense Management (TEM) system.
More informationExpense Reports. University of Kansas 12/22/2015
2015 Expense Reports University of Kansas 12/22/2015 Table of Contents Create Expense Report... 2 Approval via Module... 30 Send Back via Module... 34 Approval via Email... 39 Send Back via Email... 42
More informationTraining Booking System User Guide Contents:
Training Booking System User Guide Contents: Register to Use the System... 2 Password Reminder... 4 Log In and Page Overview... 6 Book a Course for Yourself... 7 Book Yourself and Another Staff Member
More informationBBP Admin Participant Portal. Simplify your healthcare finances with convenient, online access to your tax-advantaged benefit account
BBP Admin Participant Portal Simplify your healthcare finances with convenient, online access to your tax-advantaged benefit account 1 BBP Admin Participant Portal Contents Getting started... 2 Registration...
More informationStudy Leave Applicant Guide
Study Leave Applicant Guide https://intrepidv10.co.uk/ldn How to: 1. Log in to Intrepid 2. Apply for Study Leave and funding 3. Track your application 4. Submit an expense claim form Notes for staff not
More informationTyler s Versatrans Triptracker User s & Administrator s Guide
Tyler s Versatrans Triptracker User s & Administrator s Guide Tyler s Versatrans Triptracker 9.18 For more information, www.tylertech.com Copyright Copyright 2004 Tyler Technologies, Inc. All Rights Reserved.
More informationAnnual Performance Assessment Process Additional Comments Guide
Annual Performance Assessment Process Introduction The Reviewer can send the draft version of the online assessment out to someone else (a Third Party) in Halogen for further input - for review and additional
More informationQuick Reference Card Create a Mileage Only Expense Report in Concur Travel and Expense for County Extension Offices
Use this QRC when completing a mileage only expense report. Quick Reference Card LOG IN TO CONCUR Go to the Employee Portal at www.purdue.edu/employeeportal Choose Travel System (Concur). Log in using
More informationHow-To Guide: Time and Expense. Track and invoice your pay and expenses for any job you work through Modio. Time and Expense dashboard
How-To Guide: Time and Expense Time and Expense dashboard From the Dashboard of your profile, click on the Time and Expense tab. Here you will see a list of reports for each facility at which you are working
More informationTRIP Instructions for DAY TRIP
PROCESS/PROCEDURE TRIP is the University of Kentucky s system for reimbursements to employees for business travel related expenses. Use the Day TRIP for Monthly Travel that does not include lodging. For
More informationIntegraFlex Employee Portal. Simplify your healthcare finances with convenience, online access to your tax-advantaged benefit account
IntegraFlex Employee Portal Simplify your healthcare finances with convenience, online access to your tax-advantaged benefit account 1 IntegraFlex Employee Portal Contents Getting started... 2 Registration...
More informationUNIVERSITY OF LETHBRIDGE ONLINE PERSONAL REIMBURSEMENT SYSTEM USER MANUAL - 1 -
UNIVERSITY OF LETHBRIDGE ONLINE PERSONAL REIMBURSEMENT SYSTEM USER MANUAL d - 1 - SumTotal (version 2013 02.02) User Manual Table of Contents FOREWORD... - 3-1. ACCESSING THE PERSONAL REIMBURSEMENT SYSTEM...
More informationThe PeopleSoft Financials System
The PeopleSoft Financials System 2 Introduction...................... 14 Signing In and Out.................... 14 Signing In to the System.............. 14 Signing Out................... 17 Navigation
More informationMy IRIS Web Portal Inbox Electronic Certification of a Travel Expense Report
My IRIS Web Portal Inbox Electronic Certification of a Travel Expense Report Steps to certify or reject your own Travel Expense Report in the My IRIS Web Portal: Note 1: If you enter and submit your own
More informationChromeRiver. Step One: Delegate Access
This guide will walk you through the basics of using the ChromeRiver application at BGSU to request business travel and entertainment reimbursement or reconcile pcard purchases. The instructions found
More informationerequest for Beginners Contents Introduction to erequests Enter New erequest Approving Searching
erequest for Beginners http://cfaesfinance.osu.edu CFAES Business Office, Columbus Contents Introduction to erequests Enter New erequest Approving Searching 8/5/2014 1 Introduction to erequest What is
More informationDocument overview: enter an explanation for the travel. Also, make a note of your Doc Nbr as this will be needed for the TR example.
Travel Authorization Example 1: A person in your department is traveling to Saratoga, Wyoming to count cattle at the Beef Improvement Center (BIC) leaving March 15 th and returning March 17 th. Lodging
More informationesupplier - A User Guide for 3M s Vendors
esupplier - A User Guide for 3M s Vendors Lesson 1 Getting Started...2 Main Menu / Home Page...2 Opening a New Window...2 Expanding and Collapsing the Screen...3 Downloading into Excel...4 Signing Out...4
More information1. Logging in. 1.1 Login
User Guide 2 1. Logging in To access webexpenses either go directly to login.webexpenses.com (just paste this address in to your web browser) or go to the webexpenses website homepage: www.webexpenses.com.
More information03 TCHR WEB REQ (Purchasing) Page 1
Secretary Purchase Request Instructions (This is required for all School Specialty orders) Web Access: 1. Go to the District Portal 2. Click on the ISD Apps icon then click on the My Benefits icon 3. Mouse
More informationA NS Financials Self Service Portal is becoming available in myunsw. Staff who wish to use self service can now: QUICKLINKS
A NS Financials Self Service Portal is becoming available in myunsw. Staff who wish to use self service can now: enter and submit their own expense claims reconcile their own credit cards submit the paperwork
More informationSuffolk Libraries itrent HR Self Service Portal Guidance and FAQs
Suffolk Libraries itrent HR Self Service Portal Guidance and FAQs v1.0: 9 December 2013 Sarah Corcoran Nicky Evans Suffolk Libraries itrent HRSS Guidance v1.0: 9 December 2013 Page 1 1 CONTENTS 2 Introduction...
More informationTravel Authorization Example 1:
Travel Authorization Example 1: A person in your department is traveling to Saratoga, Wyoming to count cattle at the Beef Improvement Center (BIC) leaving March 25 th and returning March 27 th. Lodging
More informationBaptist Health South Florida
Baptist Health South Florida AP Payment Request Job Aid Table of Contents AP Payment Request... 1 Logging into PeopleSoft Portal... 4 Manage Payment Requests... 6 Enter and Submit Payment Request for Approval...
More informationGroup Post. Training Guide Student Financials. Navigation: Notes
Group Post Introduction: The group post process enables you to post transactions for a group of students or third party organizations. The process is similar for students and third parties. We will complete
More informationUNIVERSITY OF LETHBRIDGE ONLINE PERSONAL REIMBURSEMENT SYSTEM USER MANUAL
UNIVERSITY OF LETHBRIDGE ONLINE PERSONAL REIMBURSEMENT SYSTEM USER MANUAL SumTotal (version 2013 02.02) User Manual Table of Contents FOREWORD... 3 1. ACCESSING THE PERSONAL REIMBURSEMENT SYSTEM... 3 2.
More informationKnowledge Center (KC) Registration
DEQ s Knowledge Center (KC) is an online Learning Management System that can be used by local and federal government officials, private developers, contractors and consultants to enroll in classroom courses,
More informationExpense Transfer Journal Module: FTS Transfers. Table of Contents
Expense Transfer Journal Module: FTS Transfers Table of Contents Overview... 2 Access to FTS Transfers Module... 2 Training... 2 Backup Documentation... 2 Email Notification... 2 Accounting Services...
More informationYou ve been approved for a GPSG Travel Grant or Travel Award. Now, how do you get reimbursed?
You ve been approved for a GPSG Travel Grant or Travel Award. Now, how do you get reimbursed? During Your Travel What GPSG Reimburses GPSG will reimburse for only certain items: Lodging (e.g. hotel) Transportation
More informationReview Expense History
File Name Date Modified 10/19/2008 Last Changed by ASDS Status Final Review Expense History.doc Review Expense History Concept Employees can review Travel and Expense reimbursement vouchers electronically
More informationGeneral Procedure for Approving PCard Charges
General Procedure for Approving PCard Charges PCard Approvers must follow a general procedure when approving a cardholder s charges. Use the procedure only when the PCard charges comply with the following
More informationExpense Approvals on Nexonia s Web Application
Expense Approvals on Nexonia s Web Application Expense Approvals on Web Nexonia Expenses on the web gives approvers the ability to review expenses submitted to them for approval. You can review submitted
More informationMinute Menu Systems. Presents. USER S Manual Minute Menu Systems Incorporated Version - Minute Menu Kids HX
Minute Menu Systems Presents USER S Manual Minute Menu Systems Incorporated 2009 Version - Minute Menu Kids HX Congratulations & Thank You for Using Minute Menu Kids! MMKids is a complete family child
More informationCreating a Travel Reimbursement Mileage Only
Creating a Travel Reimbursement Mileage Only Log into Firefly: https://firefly.nebraska.edu Click on Employee Self Service Click on Travel Expense Create Page 1 of 11 The Create Travel Expense screen appears.
More informationEntering Time & Expenses PeopleSoft
Entering Time & Expenses PeopleSoft First Time Logging In: 1. You will receive an automated email with your User ID and Password. If you do not receive this email by your 2 nd day of employment please
More informationStudent Expenses Claims and Advances Using T1
Student Expenses Claims and Advances Using T1 Contents 1. Student Expenses Claims... 2 1.3.1 Creating and Saving a New Expense Claim... 5 1.3.2 Adding the Budget or Project Code... 7 1.3.3 Adding the Expense
More informationWINS. WINS Training. WINS Training. School Meal Programs. Phase 1. Participant Workbook WASHINGTON INTEGRATED NUTRITION SYSTEM
WINS WASHINGTON INTEGRATED NUTRITION SYSTEM WINS WINS School Meal Programs 2014-2015 Phase 1 Participant Workbook 10 Contents Introduction WINS Lessons... 2 Child Nutrition Program 2000 vs. Washington
More informationContents. 1. Introduction to the Online Expenses System Expense Claim Administration Overview Entering Expense Claims...
Contents 1. Introduction to the Online Expenses System... 2 2. Expense Claim Administration Overview... 4 3. Entering Expense Claims... 6 4. Expense Claim Submission... 11 5. Expense Claim Approval...
More informationHow to Add a Claim for Mileage or Travel Expense
How to Add a Claim for Mileage or Travel Expense Using Employee Self Service Version 9.3 Last Updated: 08/05/2013 REVISION HISTORY Date of Revision Owner Indicate Page # Summary of Changes 08/05/2013 MUNIS
More informationTravel and Expense System Delegate Instructions
Travel and Expense System Delegate Instructions Table of Contents Acting as a Delegate for Authorization Requests... 3 Introduction...3 Create an Authorization Request (TA)...3 Add an Itinerary to an Authorization
More informationEXPENSE ENTRY INSTRUCTION MANUAL. Child & Youth School Services
EXPENSE ENTRY INSTRUCTION MANUAL Child & Youth School Services 2 Table of Contents 1. Expense Entry Instruction Manual 2. Table of Contents 3. Logging In 4 5. Starting a New Expense Report 6. Creating
More informationFluid Homepages in PeopleSoft Financials
Fluid Homepages in PeopleSoft Financials PeopleSoft Financials introduced a new Fluid User Interface in Release 5.30. The Fluid Interface is designed to adapt easily to various devices, including mobile
More informationLearner. Help Guide. Page 1 of 36 Training Partner (Learner Help Guide) Revised 09/16/09
Learner Help Guide Page 1 of 36 Table of Contents ACCESS INFORMATION Accessing Training Partner on the Web..... 3 Login to Training Partner........ 4 Add/Change Email Address....... 6 Change Password.........
More informationFig. 3. Fig. 4. Fig. 5
From lunchboxorders.com click on the green ORDER LUNCH button at the top right-hand corner of the page as shown below (Fig. 1) to proceed to the ordering site, lunchboxorders.net Fig. 1 Once you ve reached
More informationHR_200 Human Resources Overview. Day Trip. SAP Travel Document Solution - TRIP. Day Trip - SAP Travel Document Solution TRIP
HR_200 Human Resources Overview Day Trip SAP Travel Document Solution - TRIP 1 TRIP Overview Trip is an SAP travel document solution designed to streamline the creation, submission, approval, and payment
More informationEdinburg Consolidated Independent School District
1 Edinburg Consolidated Independent School District WebTravel User Guide Table of contents Main Menu Functions Page(s) I. Login Process 2 II. Student Request 3 a. Trip Type 4 b. Destination 5-7 c. Other
More informationMUNIS Employee Expense Approval Process
Approving Employee Expenses in MUNIS. Expenses have two different workflow processes one for estimates and one for actuals. 1. The estimate process will be required for employees that are attending conferences
More informationYour Guide To P-Card in PeopleSoft 9.2
Your Guide To P-Card in PeopleSoft 9.2 Guide to P-Card on PeopleSoft 9.2 Table of Contents GETTING STARTED WITH THE NEW PCARD SYSTEM... 5 PCARD HOME PAGE... 6 APPROVING UNPOSTED TRANSACTIONS... 7 ADDING
More informationKALPA Professional Development Management System
KALPA Professional Development Management System Bulletin Board: The bulletin board or news page is a way for Kalpa administrators in your district to distribute information to you. The bulletin board
More informationHelp Guide for PITC PQ Specialists: Using Concur for Expense Reports
Help Guide for PITC PQ Specialists: Using Concur for Expense Reports I. Submitting Local Mileage Using Concur 1. Go to the Intranet, choose Concur from the Business Tools box: 2. Click on Concur, go to
More informationInstruction Set: Manage Delegation
Instruction Set: Manage Delegation These instructions will show you how to create and revoke a delegation request, and to accept or reject a delegation request. Table of Contents Access the Manage Delegation
More informationAPPLICATION PORTAL GUIDE
APPLICATION PORTAL GUIDE 1. All Prevention Matters planning grant applicants should already have a user name and password for the application portal. If you would like to have multiple individuals view
More informationConcur Travel Request Training Manual 10/11/17
Request Module (Travel Authorization): 1. Sign into your Concur profile (you should see something similar below): 2. For 1 st time users click on +Start a Request. 3. For returning users click on the +New
More informationBoyertown Area School District Facility Requests
Boyertown Area School District Facility Requests Quick Step Guide for Requesters 1. Launch the MySchoolBuilding program by clicking the link on the District website: It looks like this: - OR - Click on
More informationPeopleSoft Upgrades Delta Training Session
PeopleSoft Upgrades Delta Training Session Session Objectives: Understand what s changed Highlight differences that users need to know about Highlight new functionality that users can use if desired Show
More informationONESolution General Information
ONESolution General Information Contents Requesting Access and Logging in to ONESolution... 2 ONESolution Home Screen... 3 Default Settings... 14 Workflow... 18 Transaction Originator... 18 Transaction
More informationCONCUR REQUEST GUIDE. For Approvers/Travelers
CONCUR REQUEST GUIDE For Approvers/Travelers A comprehensive guide for approver and traveler users in Arkansas State University s Concur Request System Nikki Turner Updated July 2018 Contents INTRODUCTION...
More informationNon-Public Travel Requests Public User Documentation
Public User Documentation Created May 27, 2016 Revised: December 6, 2016 Version: 1 Mission Statement To equip our students to achieve success in a global society by implementing an effective and rigorous
More informationCreate Journal Entry to record prepaid expenses paid through expense reports
1. Prepaid Expenses Definition: Prepaid expenses are expenses that have been paid in advance. They are costs that have been paid but have not yet been used up or have not yet expired. 3. Prepaid Expense
More informationOhio Child Care TAP Program Webinar Script
KinderConnect Ohio Child Care TAP Program Webinar Script for Ohio Department of Job and Family Services Version 8 Prepared by Controltec, Inc. November 19, 2018 1 Introduction Hello, welcome to the demonstration
More informationONLINE CLAIM FILING. File claims directly from the home screen by clicking on File a Claim
ONLINE CLAIM FILING Online Claim Filing is the fastest way to file your claims for reimbursement. Before you begin, be sure to have the valid receipt(s) for your expenses handy. If you have your receipts
More informationA Step-by-Step Guide for E-Travel
2013 A Step-by-Step Guide for E-Travel UNCW Travel Department Table of Contents A. Instructions for Creating an Authorization... 3 How to log into U-Business/E-travel link... 3 Select Travel Authorization
More informationMarch 18, 2019 SUBMITTING TRAVEL PLANS USING CONCUR
March 18, 2019 SUBMITTING TRAVEL PLANS USING CONCUR 1 Contents Logging into Concur... 3 Concur Home Page... 4 Updating Profile (Personal Information)... 5 Travel Tab (Getting estimates for air, hotel,
More informationSteps to Create an Expense Report (ER) in CUNYfirst:
Steps to Create an Expense Report (ER) in CUNYfirst: All CUNY, NY State and NY City guidelines/regulations pertaining to the use of tax levy funds are in effect and they must be strictly adhered to when
More information