Using PeopleSoft Mobile Time and Expense for PDA

This chapter provides an overview of PeopleSoft Mobile Time and Expense for personal digital assistant (PDA) and discusses how to:

• Synchronize data between your PDA and PeopleSoft Expenses.

• View user profile information.

• Enter expense data for expense reporting.

• Enter time data for time reporting.

• Set up receipt and time capture defaults.

Understanding PeopleSoft Mobile Time and Expense For PDAs

PeopleSoft Mobile Time and Expense for PDA provides a quick way to record expenses, time spent working on projects, and personal time, such as vacation and jury duty. PeopleSoft Mobile Time and Expense supports capturing expenses and time on a PDA.

Synchronizing Data Between Your PDA and PeopleSoft Expenses

This section discusses how to:

• Upload changes to PeopleSoft Expenses.

• Update business data.

• Update applications.

• View synchronization results, error lists, and notifications.

Uploading Changes to PeopleSoft Expenses

The Upload Changes option provides the fastest synchronization.

To synchronize time and receipt entries to PeopleSoft Expenses:

1. Click Synchronize from the PeopleSoft menu on your PDA.

2. Click Upload Changes.

3. Enter a user ID and password.

4. Click the Synchronize button.

Updating Business Data

The Update Business Data option provides a complete refresh of all business data. Update changes are pushed to the server, and error messages are received from the server. All new and modified business data is received from the server.

To update business data:

1. Click Synchronize from the PeopleSoft menu on your PDA.

2. Click Update Business Data.

3. Enter a user ID and password.

4. Click the Synchronize button.

Updating Applications

The Update Applications option provides a complete refresh of all application and business data. Update changes are pushed to the server, and error responses are received from the server. The synchronization is aborted if any errors occur while updating. The Update Applications option removes all application and business data. All application definitions and business data are received from the server.

Note. You can take advantage of the processing power of your ActiveSync computer to load your PDA by selecting PS Sync PDA.

See Working with Mobile Applications.

See Enterprise PeopleTools 8.48 PeopleBook: PeopleSoft Mobile Agent

To update applications:

1. Click Synchronize from the PeopleSoft menu on your PDA.

2. Click Update Applications.

3. Enter a user ID and password.

4. Click the Synchronize button.

Viewing Synchronization Results, Error Lists, and Notifications

To view synchronization results:

1. Click Synchronize from the PeopleSoft menu on your PDA.

2. Click Last Results.

   You can also view errors and notifications on this page.

To view the error list:

1. Click Alerts from the PeopleSoft menu on your PDA.

2. Click Error List.

To view notifications:

1. Click Alerts from the PeopleSoft menu on your PDA.

2. Click Notifications.

Viewing User Profile Information

This section discusses how to view employee data.

Note. The Employee Data page is display-only. This page is similar to the online Employee Profile - Employee Data page, and the fields are documented in the PeopleSoft Enterprise Expenses 9.0 PeopleBook.

See Also

Maintaining Employee Personal Data

Page Used to View User Profile Information

Entering Expense Data for Expense Reporting

This section provides an overview of expense reporting data and discusses how to:

• Select or add expense transactions.

• Enter expense data.

Understanding Expense Reporting Data

PeopleSoft Mobile Time and Expense for PDA provides a quick way to record expenses. Create expense reporting data on your PDA and synchronize the data to Expenses. The expense reporting data becomes My Wallet entries in PeopleSoft Expenses. On the Expense Report - Expense Report Entry page, select Entries From My Wallet or Expenses From My Wallet to populate your expense report with PDA expense reporting data.

See Also

Entering Expense Report Information and Transaction Lines

Managing My Wallet Transactions

Page Used to Enter Expense Data for Expense Reporting

Selecting or Adding Expense Transactions

Access the Capture Receipt (Select/Add) page.

PeopleSoft Mobile Time and Expense for PDA displays a list of existing receipt entries. To modify an existing expense transaction, click the link in the Date column. Click Add to add a new entry.

Entering Expense Data

Access the Capture Receipt (Entry) page.

If you clicked the Add button on the Capture Receipt (Select/Add) page, the system first prompts you to enter a date and select an expense transaction type before displaying the remaining page elements.

The system displays additional fields, depending on the expense type that you selected. The Receipt Capture (Entry) page is similar to the online Expense Report - Expense Detail for [expense type] page, and the fields are documented in the PeopleSoft Enterprise Expenses 9.0 PeopleBook. Enter as much data as possible to streamline the data entry in the online expense report.

See Also

Entering Expense Report Information and Transaction Lines

Entering Time Data for Time Reporting

This section provides an overview of time reporting, lists common elements, and discusses how to:

• Select or add time entries.

• Enter project times.

• Enter personal time.

Understanding Time Reporting

PeopleSoft Mobile Time and Expense for PDA provides a quick way to record project and personal time.Create time entries on your PDA and synchronize them to PeopleSoft Expenses. When you create a time report in PeopleSoft Expenses, PDA time entries are automatically populated into the time report that fall within the selected reporting period.

See Also

Preparing Time Reports and Time Adjustments

Common Elements Used in This Section

Pages Used to Enter Time Data for Time Reporting

Selecting or Adding Time Entries

Access the Time Entry (Select/Add) page.

PeopleSoft Mobile Time and Expense for PDA displays a list of existing time entries. To modify an existing time entry, click the link in the Date column. Click Add to add a new entry.

Entering Project Times

Access the Time Entry (Project) page.

Entering Personal Time

Access the Time Entry (Personal) page.

Setting Up Receipt and Time Capture Defaults

This section provides an overview of receipt and time entry default setup, lists common elements, and discusses how to:

• Set up defaults for receipt entry.

• Set up defaults for time entry.

Understanding Receipt and Time Entry Default Setup

To reduce the amount of data entry in a PDA, PeopleSoft Mobile Time and Expense for PDA provides a default feature for receipt and time report entry. There are two options: use either the last saved or the user selected. In either case, when you create a new receipt entry, any field with a default value is preset to that value.

Common Elements Used in This Section

Pages Used to Set Up Receipt and Time Capture Defaults

Setting Up Defaults for Receipt Entry

Access the (Expenses) Defaults page.

Preferred Merchants

Setting Up Defaults for Time Entry

Access the (Time Entry) Defaults page.