Understanding Receipt Options for Expense Reports

The PeopleSoft system is very flexible when it comes to requiring receipts on expense reports. It is important to understand all the setup combinations to configure your system to match your organizational requirements.

Some organizations require a receipt to be attached to an expense report for expenses and some don't. Some organizations require the receipt to be attached at the header of the expense report and some require the receipt to be attached at the line level. Then again, some allow receipts at the header or line level.

Some organizations require a receipt, but if a receipt is not available, a comment why there is no receipt, is allowed for the expense report to be submitted. Some organizations require a receipt if the line is over a certain amount, and some want to specify the minimum amount by expense type. Some want to specify a minimum amount by expense type and payment method.

All of these combinations can be configured in PeopleSoft Expenses. If your organizational rules are not followed, the system displays an error and the expense report cannot be submitted to an approver.

This section lists a few scenarios, how to configure them in PeopleSoft Expenses, and what action(s) to take.