Setting Up Overage Accounting for Expense Reporting

PeopleSoft Expenses enables you to record the allowable portion of expenses to a unique chart of accounts while the unallowable portion of the expense is recorded to a separate chart of accounts.

Page Name

Definition Name

Usage

Installation Options - Expenses Page

INSTALLATION_EX

Select the Allow Overage Accounting check box to enable PeopleSoft Expenses to process amounts exceeding approved limits for expense types.

Expense Types 2 Page

EX_EXPENSE_TYPES2

Enter a different Account ChartField to record amounts employees spend over their approved limits for expense types.