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

See Using PeopleSoft Fluid User Interface for Time Entry

Travel Authorizations

See Creating Travel Authorizations Using PeopleSoft Fluid

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:

  1. Implement Approval Framework for Expenses. See Understanding Approval Workflow.

  2. 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