Understanding Fluid Applications in PeopleSoft Expenses
This topic provides an overview of PeopleSoft fluid applications and prerequisites to setting up fluid approval options for expense reports.
PeopleSoft provides fluid applications to allow real time access to critical business information. You can use these applications on your desktop, smart phone, or tablet devices.
Mobile Expenses
This table provides the Expense transactions that can be created and managed using PeopleSoft Fluid and where to find the primary documentation. (Cash advances and time adjustments are not available using Fluid. Use Classic+ pages for now.)
Transaction |
Reference |
---|---|
Create and manage expense reports |
See Creating and Modifying Expense Reports Using PeopleSoft Fluid. |
Create and load wallet entries |
See Importing My Wallet Data into an Expense Report using PeopleSoft Fluid. |
Time Reports |
|
Travel Authorizations |
|
Approval Actions |
See Approving Expense Reports Using PeopleSoft Fluid User Interface |
Use your mobile tablet or mobile phone (no application download required from the AppStore) to access the application and manage your expense reporting on the go.
To use PeopleSoft Fluid Approvals for approving expense reports, you must:
Implement Approval Framework for Expenses. See Understanding Approval Workflow.
Activate the EXER transaction ID within the Fluid Approval Setup - General Settings Page
Implement system-wide setup of Fluid Approval Framework, see Application Fundamentals: Configuring Fluid Approvals