Travel and Expenses
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Business Processes
- Travel and Expenses Business Process Index
- Travel & Expenses (EX) - Traveler Setup
- Travel & Expenses (EX) - Travel Authorizations
- Travel & Expenses (EX) - Cash Advances
- Travel & Expenses (EX) - Expense Reports
- Travel & Expenses (EX) - Approvals
- Travel & Expenses (EX) - Expense Administrator Management and Processing
- 9.2 Travel and Expenses Queries and Reports
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Announcements
- FY2024 Year-End Sub-Module Cleanup and Processing Manual Available
- FY2024 Year-End Cutoff Dates for Travel & Expenses and eProcurement
- Mileage Rate Increase for 2024
- 2024 Per Diem Updates for Travel & Expenses Available Now
- Updated Job Aid for Expense Report Entry for Meals and Meal(s) Provided Available Now
- Change in Expense Reimbursement Module – Meals Provided
- FY2023 Year-End Cutoff Dates for Travel & Expenses and eProcurement
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Active Known Issues
KI9.2-19_EX
Name on Expense Report Summary Disappears
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Job Aids and Reference Documents
- Expense Report Entry for Entering Meals and Meal(s) Provided
- Expense Approver Workflow FAQs
- Understanding Travel & Expense Approval Methods
- Attaching Receipts to Travel & Expense Transactions
- Travel & Expenses Workflow - After Travel
- Travel & Expenses Workflow - Before Travel
- Creating an Expense Report from an Approved Travel Authorization
- Modifying an Expense Report
- Creating and Submitting an Expense Report
- 9.2 Registering as a New Self-Service User, Reviewing Profiles, and Delegating Entry Authority
- Creating and Submitting a Fluid Expense Report in PeopleSoft Financials
- Mapping of 8.9 to 9.2 Reports & Queries EX
- Travel Authorization Process Flow v9.2
- Expense Report Process Flow v9.2
- Cash Advance Process Flow v9.2
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Training
- FY2024 Change in Expense Reimbursement Module - Meals Per Day
- Expenses: Administrator Participant Guide
This 2015 Expenses Administrator Participant Guide consists of six lessons, plus a bonus lesson at the end for institutions that use Cash Advances.
- Travel and Expenses: Train-the-Trainer Toolkit
This 2015 Travel and Expenses Train-the-Trainer Toolkit contains lesson plans, PowerPoints and job aids that institutional trainers can access to teach users how to use the Expenses module.