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This document provides detailed information and parameters for various reports related to PeopleSoft Enterprise Expenses, including report navigation, content descriptions, and sample reports.

How to fill out peoplesoft enterprise expenses 91

How to fill out PeopleSoft Enterprise Expenses 9.1 Reports

1. Log in to PeopleSoft and navigate to the Expenses module.
2. Select the Create/Modify Reports option.
3. Choose the appropriate report type (e.g., Expense Report).
4. Enter the required personal and organizational information in the respective fields.
5. Input detailed expense information, including dates, descriptions, and amounts.
6. Attach any necessary receipts or supporting documents as per the guidelines.
7. Review the report for accuracy and completeness.
8. Submit the report for approval by clicking the Submit button.
9. Track the approval status of the report through the Reports status tab.

Who needs PeopleSoft Enterprise Expenses 9.1 Reports?

1. Employees who incur expenses related to business travel, meals, or other work-related expenses.
2. Managers who need to review and approve employee expense reports.
3. Finance and accounting personnel responsible for processing and reimbursing expenses.
4. HR departments for compliance and record-keeping purposes.

People Also Ask about

What is the expense module in PeopleSoft?

The PeopleSoft Expenses module is an important self-service application used to automate and streamline the employee travel and expense transactions. The PeopleSoft Expenses system features can be categorized into four broad areas: cash advances, expense reports, timesheet data, and travel authorizations.

How do I create an expense report?

5 steps to create an expense report. Prepare in advance. First, establish expectations with the authorities you're accountable to financially. Download and customize a template. Fill in the template with your transactions. Use a scanner to upload your receipts. Consolidate it into one document and review.

What is the accounting date in PeopleSoft?

Accounting Date: The accounting date indicates when a transaction is recognized, as opposed to the date the transaction actually occurred. The accounting date and transaction date can be the same. The accounting date determines the period in the General Ledger to which the transaction is to be posted.

How to create an expense report in PeopleSoft?

Creating Expense Reports Open a Blank Report: PeopleSoft Expenses displays the Expense Report Entry page. Copy From a Travel Auth. Copy an Existing Report: PeopleSoft Expenses displays the Copy From an Existing Report page. Copy From a Template: PeopleSoft Expenses displays the Select a Template page.

How to create a spending report?

How do I manage my expenses in Excel? Download an Excel expense report template or create a blank spreadsheet. Add the name of your company, the date, and your name. Set up columns and expense types to categorize your expense information. Itemize your expenses. Add up all the costs and include the total amount.

How to run a report in PeopleSoft?

Select the required PeopleSoft application menu item, for example, Process Financial Information > Maintain Ledgers. Select Report and then click the required report name. When you select a report name, you can choose from these two actions: Add a new run control ID.

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What is PeopleSoft Enterprise Expenses 9.1 Reports?

PeopleSoft Enterprise Expenses 9.1 Reports is a software module that allows organizations to manage and report on employee expenses related to travel and other business-related activities.

Who is required to file PeopleSoft Enterprise Expenses 9.1 Reports?

Employees who incur business-related expenses during the course of their work responsibilities are required to file PeopleSoft Enterprise Expenses 9.1 Reports.

How to fill out PeopleSoft Enterprise Expenses 9.1 Reports?

To fill out PeopleSoft Enterprise Expenses 9.1 Reports, users need to log into the system, select the appropriate expense report template, enter details of each expense, attach necessary receipts, and submit the report for approval.

What is the purpose of PeopleSoft Enterprise Expenses 9.1 Reports?

The purpose of PeopleSoft Enterprise Expenses 9.1 Reports is to streamline the process of tracking and managing employee expenditures, ensuring accurate accounting and reimbursement for business-related expenses.

What information must be reported on PeopleSoft Enterprise Expenses 9.1 Reports?

The information that must be reported includes the date of the expense, the type of expense, the amount spent, purpose of the expense, any applicable receipts, and the employee's details.