PeopleSoft Enterprise Expenses 9.1 PeopleBook

Navigating in PeopleSoft Expenses

This chapter discusses how to navigate in PeopleSoft Expenses.

Navigating in PeopleSoft Expenses

PeopleSoft Expenses provides custom navigation center pages that contain groupings of folders that support a specific business process, task, or user role.

Note. In addition to the PeopleSoft Expenses custom navigation center pages, Oracle's PeopleSoft provides menu navigation and standard navigation pages.

Pages Used to Navigate in PeopleSoft Expenses

This table lists the custom navigation pages that are used to navigate in PeopleSoft Expenses:

Page Name	Navigation	Usage
(Employee) Travel and Expense Center	Employee Self-Service, Travel and Expense Center	Access the key areas to manage expense transactions, profiles and preferences, and other expense functions. Note. Users can only enter expense transactions for employees if they are an authorized user for that employee.
Cash Advance	Click the Cash Advance link on the (Employee) Travel and Expense Center page.	Create, modify, print, view, or delete cash advances.
Expense Report	Click the Expense Report link on the (Employee) Travel and Expense Center page.	Create, modify, print, view, or delete expense reports.
Forecast Time	Click the Forecast Time link on the (Employee) Travel and Expense Center page.	Create, modify, or view data.
Travel Services	Click the Travel Services link on the (Employee) Travel and Expense Center page.	View and manage unused reservations for an employee, manage user maintained travel partner passwords, and log on to travel partner sites.
Other Expense Functions	Click the Other Expense Functions link on the (Employee) Travel and Expense Center page.	View contents in My Wallet, create your own template, or modify an existing template.
Print Reports	Click the Print Reports link on the (Employee) Travel and Expense Center page.	Print any one of your expense transactions.
Profiles and Preferences	Click the Profiles and Preferences link on the (Employee) Travel and Expense Center page.	Manage your personal, organizational, and financial details for travel and expense reporting.
Review Payments	Click the Review Payments link on the (Employee) Travel and Expense Center page.	Review history of expense payments.
Time Report	Click the Time Report link on the (Employee) Travel and Expense Center page.	Create, modify, print, view, or delete time reports.
Travel Authorization	Click the Travel Authorization link on the (Employee) Travel and Expense Center page.	Create, modify, print, view, delete, or cancel travel authorizations.
(Manager) Travel and Expense Center	Manager Self-Service, Travel and Expense Center	Access the key areas to perform manager approvals and budget checks, manage security, review payments, and access analysis tools.
Analysis	Click the Analysis link on the (Manager) Travel and Expense Center page.	Access analysis tools for time and expense entries.
Approvals	Click the Approvals link on the (Manager) Travel and Expense Center page.	Approve expense transactions and modify approved expense transactions.
Budget Check	Click the Budget Check link on the (Manager) Travel and Expense Center page.	Review budget exceptions and cancel approved travel authorizations.
Manage Security	Click the Manage Security link on the (Manager) Travel and Expense Center page.	Authorize users, set up approvers, and reassign work.
Print Reports	Click the Print Reports link on the (Manager) Travel and Expense Center page.	Print management reports for travel authorizations.
Profiles and Preferences	Click the Profiles and Preferences link on the (Manager) Travel and Expense Center page.	Manage your personal, organizational, and financial details for travel and expense reporting.
Review Payments	Click the Review Payments link on the (Manager) Travel and Expense Center page.	Review history of expense payments.
(Centralized) Travel and Expense Center	Travel and Expenses, Travel and Expense Center	Access the key areas to manage expense transactions, verify receipts, review payments, and handle other expense functions. Note. Access to expense transactions using this navigation is generally restricted to management personnel and authorized users.
Cash Advance	Click the Cash Advance link on the (Centralized) Travel and Expense Center page.	Create, modify, print, view, or delete cash advances.
Expense Report	Click the Expense Report link on the (Centralized) Travel and Expense Center page.	Create, modify, print, view, or delete expense reports.
Forecast Time	Click the Forecast Time link on the (Centralized) Travel and Expense Center page.	Create, modify, or view forecast data.
Travel Services	Click the Travel Services link on the (Centralized) Travel and Expense Center page.	View and manage unused reservations for an employee, manage user maintained travel partner passwords, and log on to travel partner sites.
Other Expense Functions	Click the Other Expense Functions link on the (Centralized) Travel and Expense Center page.	View contents of My Wallet, create templates, or modify existing templates.
Print Reports	Click the Print Reports link on the (Centralized) Travel and Expense Center page.	Print any one of your expense transactions.
Review Payments	Click the Review Payments link on the (Centralized) Travel and Expense Center page.	Review history of expense payments.
Time Report	Click the Time Report link on the (Centralized) Travel and Expense Center page.	Create, modify, print, view, or delete a time report.
Travel Authorization	Click the Travel Authorization link on the (Centralized) Travel and Expense Center page.	Create, modify, print, view, cancel, or delete a travel authorization.
Verify Receipts	Click the Verify Receipts link on the (Centralized) Travel and Expense Center page.	Confirm that receipts have been received and verify that receipts match expense report values.
T and E Administration Center	Travel and Expenses, T and E Administration Center	Access the key areas to perform administrative functions, such as load data, process transactions, and define your Expenses system.
Adjust Accounting Entries	Click the Adjust Accounting Entries link on the T and E Administration Center page.	Adjust expense report accounting entries before they are posted.
Define Expense System	Click the Define Expense System link on the T and E Administration Center page.	Define accounting, location amounts, roles, and other setup data for your expense system.
Load Data	Click the Load Data link on the T and E Administration Center page.	Load employee date, update employee profiles, and load corporate card date for streamlined entry.
Manage Approvals	Click the Manage Approvals link on the T and E Administration Center page.	Set up approval, audit, and workflow rules, configure approver filters and privileges for reviewing and approving transactions.
Manage Notifications	Click the Manage Notifications link on the T and E Administration Center page.	Set up workflow rules, and request notifications to process for various transactions.
Manage Security	Click the Manage Security link on the T and E Administration Center page.	Authorize users, set up approvers, and reassign work.
Print Reports	Click the Print Reports link on the T and E Administration Center page.	Print Travel and Expense related reports.
Process Transactions	Click the Process Transactions link on the T and E Administration Center page.	Request expense processing, update pagelets, generate employee notifications, and reroute approvals.
Profiles and Preferences	Click the Profiles and Preferences link on the T and E Administration Center page.	Manage your personal, organizational, and financial details for travel and expense reporting.
Review Payments	Click the Review Payments link on the T and E Administration Center page.	Review payment information.
View Accounting Entries	Click the View Accounting Entries link on the T and E Administration Center page.	Review accounting entries prior to posting to the general ledger.
Travel Administration	Travel Administration	Access the key areas to manage travel partner information, assign groups of travelers to travel partners, and run the processes to import and export employee travel profiles.
Assign Travelers	Click the Assign Travelers link on the Travel Administration page.	Assign travelers to travel groups by business unit and department. You can also remove travelers from travel groups using this component.
Define Travel Partner	Click the Define Travel Partner link on the Travel Administration page.	Set up travel partners in the system and configure the travel partner options. This includes defining the URL used to access the travel partner site, and defining the rules that are used with any associated travel groups.
Export Travel Profiles	Click the Export Travel Profiles link on the Travel Administration page.	Administrators can run the batch process to send new, updated or deleted employee travel profile data to a travel partner.
Import Travel Profiles	Click the Import Travel Profiles link on the Travel Administration page.	Administrators can run the process to import employee travel profiles from an existing travel partner to populate the PeopleSoft Expenses Travel Profile tables.
View Travel Group Assignments	Click the View Travel Group Assignments link on the Travel Administration page.	Administrators can view employee travel group and travel partner assignments.