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.

For additional information about navigating in PeopleSoft, see PeopleTools: Applications User's Guide

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

Page Name	Usage
Employee 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 Advances	Create, modify, print, view, or delete cash advances.
Expense Reports	Create, modify, print, view, or delete expense reports.
Forecast Time	Create, modify, or view forecast data.
Other Expense Functions	View contents in My Wallet, create your own template, or modify an existing template.
Print Reports	Print any one of your expense transactions.
Profiles and Preferences	Manage your personal, organizational, and financial details for travel and expense reporting.
Review Payments	Review history of expense payments.
Time Reports	Create, modify, print, view, or delete time reports.
Travel Authorizations	Create, modify, print, view, delete, or cancel travel authorizations.
Manager Travel and Expense Center	Access the key areas to perform manager approvals and budget checks, manage security, review payments, and access analysis tools.
Analysis	Access analysis tools for time and expense entries.
Approvals	Approve expense transactions and modify approved expense transactions.
Budget Check	Request budget check, review budget exceptions and cancel approved travel authorizations.
Manage Security	Authorize users, set up approvers and reassign work.
Print Reports	Print management reports for travel expenses.
Profiles and Preferences	Manage your personal, organizational, and financial details for travel and expense reporting.
Review Payments	Review history of expense payments.
(Centralized) 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	Create, modify, print, view, or delete cash advances.
Expense Report	Create, modify, print, view, or delete expense reports.
Forecast Time	Create, modify, or view forecast data.
Other Expense Functions	View contents of My Wallet, create templates, or modify existing templates.
Print Reports	Print any one of your expense transactions.
Review Payments	Review history of expense payments.
Time Report	Create, modify, print, view, or delete a time report.
Travel Authorization	Create, modify, print, view, cancel, or delete a travel authorization.
Verify Receipts	Confirm that receipts have been received and verify that receipts match expense report values.
Travel and Exp Admin Center	Access the key areas to perform administrative functions, such as load data, process transactions, and define your Expenses system.
Adjust Accounting Entries	Adjust expense report accounting entries before they are posted.
Define Expense System	Define accounting, location amounts, roles, and other setup data for your expense system.
Load Data	Load employee date, update employee profiles, and load corporate card date for streamlined entry.
Manage Approvals	Set up approval, audit, and workflow rules, configure approver filters and privileges for reviewing and approving transactions.
Manage Notifications	Set up workflow rules, and request notifications to process for various transactions.
Manage Security	Authorize users, set up approvers, and reassign work.
Print Reports	Print Travel and Expense related reports.
Process Transactions	Request expense processing, update pagelets, generate employee notifications, and reroute approvals.
Profiles and Preferences	Manage your personal, organizational, and financial details for travel and expense reporting.
Review Payments	Review payment information.
View Accounting Entries	Review accounting entries prior to posting to the general ledger.
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	Assign travelers to travel groups by business unit and department. You can also remove travelers from travel groups using this component.
Define Travel Partner	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	Administrators can run the batch process to send new, updated or deleted employee travel profile data to a travel partner.
Import Travel Profiles	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	Administrators can view employee travel group and travel partner assignments.

Navigating in PeopleSoft Expenses

Pages Used to Navigate in PeopleSoft Expenses