Expenses Rel 9.1

The Expenses course covers how to use the functionality available in PeopleSoft Enterprise Expenses. Learn how to set up approval rules, business transaction and processing rules to maximize efficiency and avoid redundancy. Set up and maintain employee data and identify access for employees, managers and expense transaction approvers. Define approver profiles, setup approval privileges, define audit rules, and assign approver routing lists. Set up expense types, location and rate tables, business purposes, per diems, time reporting codes, templates and default values that can be used to expedite the entry process and to ensure policy compliance. Establish preferred vendors and credit card data. Process travel authorizations for preapproval of future expenses and cash advances that can later be applied against expense reports. Process expense reports including imported credit card data and cash advances.

Prepare time reports that can be integrated with PeopleSoft Project Costing and Time and Labor. Expenses provides the functionality to send transactions through various approval levels from a reviewer to a manger, auditor, project manager and post pay auditor. Process expense reimbursements for employees and vendors through PeopleSoft Payables. Post transactions to PeopleSoft General Ledger and send expense transactions to PeopleSoft Project Costing. Find out how to load credit card from vendors and apply the transactions to employee expenses. Setup and process airline ticket information to track and reconcile tickets. Generate expense reports and queries.

Learn To:

• Define approver profiles
• Set up and maintain employee data
• Process expense reports
• Set up Expense control tables
• Process reports
• Set up rules to enforce business process