Understanding PeopleSoft Expenses Processing Roles and Exceptions

PeopleSoft Expenses enables you to establish roles for employees in specific positions in your organization, establish allowable spending amounts for employees based on roles and expense type, and determine the visibility and editability of accounting information using employee privilege templates. If you track VAT, you can also determine the visibility of VAT fields by role.

PeopleSoft Expenses enables certain groups of employees to be reimbursed more than the standard allowances and per diems for expense types. Tolerance percentages are associated with expense processing roles and expense types. For designated expense types, employees associated with these roles can enter higher amounts without exception comments; if they enter more than the new calculated allowable amounts, they must enter exception comments.

PeopleSoft Expenses also enables organizations to set up their systems to enforce stop limits. When an employee has a role defined and adds an expense type to the Role Exceptions table, the system does not allow the employee to enter an amount greater than the thresholds defined by the Location Amount table. The system forces the employee to change the amount to less than or equal to the threshold before he or she can submit the report.

If your organization uses VAT, the system administrator can specify to hide, display only, or allow editing of selected VAT fields by role.