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Knowledgebase search results for the "Expense" keyword

Total of 17 articles found.

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668 - PeopleSoft Online Tutorials

PeopleSoft Online Tutorials are animated, narrated mini-movies. They show you how to do tasks in PeopleSoft, such as Mileage Expense Reports, or Special Request orders in eProcurement. You can run a Tuto...(more)
3/19/2008 | keywords -

645 - How to Budget-Check a Travel Authorization or Expense Report

All Travel Authorizations and Expense Reports must pass the budget-checking process before they can be approved for processing.

Travel Authorizations must be manually budget checked by the Department Approv...(more)
3/26/2008 | keywords -

642 - Approve Button is Gray & Unclickable...Now What?

If you are a Department Approver (usually a principal or any type of site administrator), and you're trying to approve a Travel Authorization or an Expense Report, you may encounter an Approve Button that is grayed-out and not available for clicking. Th...(more)
3/26/2008 | keywords -

641 - Multiple People on One Travel Authorization? Yes, But...

Generally speaking, the district usualy requires each individual employee who travels to submit a separate Travel Authorization for him/herself. However, if two or more employees are going to travel to the same event (conference, workshop, seminar, etc....(more)
3/26/2008 | keywords -

528 - Got a Budget Error on Travel Authorization or Expense Report - What Now?

If you see a budget error message showing on Travel Authorization or Expense Report, that means you must resolve the error before you can finish processing the it. If you are an Approver, you must click the Send Back button on the repor...(more)
3/26/2008 | keywords -

467 - Approving an Expense Report

Expense Reports must be approved by two people - first by the Department Head or Principal (of the department or school that is paying for the travel); and then by the Accounts Payable Technician in our Accounts Payable Departmen...(more)
3/26/2008 | keywords -

465 - How to Create a Mileage Reimbursement Expense Report

Some employees can be reimbursed by the district for eligible mileage incurred on their own private vehicles. (If you are not sure whether you fall into this category, ask your supervisor or Department Head). Eligible miles include miles you drive...(more)
3/26/2008 | keywords -

464 - Creating an Expense Report

After returning from a business-related trip, an Expense Report must be created and submitted. This must be done even if there will be no reimbursements or other payments after the trip is over.

3/26/2008 | keywords -

463 - What is an "Expense Type"?

An Expense Type is a single expense, such as "Conference Registration Fee," or "Meals," or "Airfare." Expense Types are added onto travel forms (either a Travel Authorization or an Expense Report). Travel forms are re...(more)
3/26/2008 | keywords -

462 - How to Create a Travel Authorization

District policy states that all travel, including local conferences, must be approved in advance if your school or department plans to pay for any part of it. This means that if you are going to travel to any conference, workshop, seminar, or other busi...(more)
3/26/2008 | keywords -

461 - How to Authorize Others to Create & Submit Travel Expense Forms for You

You can set up another district employee in our PeopleSoft computer system so that they can act as your proxy. They could then create and submit Travel Authorizations and Expense Reports on your behalf, for when you plan to travel (like to a conference ...(more)
3/26/2008 | keywords -

460 - Chartfield Setup for Travel Expenses

A Chartfield is a small textbox where you have to type in a piece of a budget code number (usually 4 or 5 digits in length). Each Chartfield has its own name, and represents a different part of a long budget number. A Chartfield String is made up ...(more)
3/19/2008 | keywords -

403 - When a Travel Authorization or Expense Report is Routed to the Wrong Approver

This can happen to anyone. It usually happens because the person who created and submitted the form used an incorrect Department ID code number in the budget Chartfield string. Either that, or else the Approver it was supposed to route to has not ...(more)
3/26/2008 | keywords -

402 - Travel Authorization or Expense Report was Sent Back...Now What?

There can be several different reasons why travel authorizations or expense reports are sometimes sent back for revision. The most common reasons for this are:

You ...(more)
3/26/2008 | keywords -

401 - My Mileage Expense Report was Sent Back to Me...Now What?

There can be several reasons why mileage expense reports are sometimes sent back to the Originator (Requester) to be edited and re-submited. Typical reasons for this are:

You made an omissi...(more)
4/18/2008 | keywords -

358 - How to Edit a Travel Authorization or Expense Report

You can edit (make changes, additions, or deletions) a Travel Authorization or Expense Report under two circumstances:

You started the TA or ER and saved it for later, without submitting it yet, ...(more)
3/26/2008 | keywords -

357 - Why We Sometimes Create a $0 Expense Report

Whenever you submit a Travel Authorization for yourself or on behalf of another district employee, as soon as the travel has been completed (usually the next day) you must create and submit an Expense Report, no matter what.

3/26/2008 | keywords -