PeopleSoft Expenses Training Rel. 9.2

PeopleSoft Expenses Training Rel. 9.2

Introduction:

PeopleSoft Expenses Training Rel. 9.2 Course Description

This PeopleSoft Expenses Training Rel. 9.2 teaches you how to use the functionality available in PeopleSoft Expenses. With PeopleSoft Expenses Training Rel. 9.2, you will also learn how to set up and maintain employee data for employees, managers and expense transaction approvers, while establishing preferred suppliers and credit card data.

PeopleSoft Expenses Training Rel. 9.2Related Courses:

Duration: 4 days

Prerequisites:

Integration within PS Financials and Supply Chain Management
Effective dates.
Reports and queries
PeopleSoft business units and SetIDs.

Customize It:

With onsite Training, courses can be scheduled on a date that is convenient for you, and because they can be scheduled at your location, you don’t incur travel costs and students won’t be away from home. Onsite classes can also be tailored to meet your needs. You might shorten a 5-day class into a 3-day class, or combine portions of several related courses into a single course, or have the instructor vary the emphasis of topics depending on your staff’s and site’s requirements.

Audience / Target Group:

Functional Implementer

What You Will Learn:

Set up rules to enforce business process.
Set up and maintain employee data.
Define approval rules, business transaction and processing rules to maximize efficiency, avoid redundancy and ensure policy compliance.
Define approver profiles.
Set up Expense control tables.
Process reports and expense reports.

Skills Gained:

Send transactions to PeopleSoft Project Costing
Perform additional expense processes and reports
Setup Expenses business rules and options
Define approval rules
Create expense transactions and time reports
Perform approvals on expense transactions
Set up PeopleSoft operational structure
Generate expense payments

Course Content:

Defining General Options

Defining Installation Options for Expenses
Setting Up Expenses Options
Setting Up Expenses Business Units
Defining DCAA Requirements (USA)
Identifying Common Data and Global Features

Setting up Security and Approvals

Setting Up Expense Users and Permission Lists
Defining Approval and Audit Rules
Defining Approval Options

Setting Up Expenses Structure

Defining Business Rules for Expenses
Setting Up Expense Management Functions
Setting Up Locations and Rates
Creating Expense Templates

Setting Up Employee Data

Loading Employee Data
Maintaining Employee Profiles

Processing Travel Authorizations

Creating Travel Authorization Templates
Creating Travel Authorizations

Processing Expense Transactions

Modifying User Defaults
Processing Cash Advances
Preparing Cash Advances
Creating Time Reports

Approving Expense Transactions

Describing Summary Approval Options
Performing Approvals and Audits
Modifying Approved Transactions

Processing Payments

Describing the Expenses Payment Process
Staging Payments for Processing
Processing Payments in PeopleSoft Payables
Sending Payments to Payroll
Reviewing Payments

Integrating with PeopleSoft Project Costing

Processing Project-related Expense Transactions
Sending Transactions to Project Costing

Integrating with PeopleSoft General Ledger

Posting Liabilities and Payments
Examining Accounting Entries
Establishing Links with the General Ledger
Using the Journal Generator
Rolling Over Travel Authorization Encumbrances

Managing Expense Transaction Exceptions

Canceling Expense Payments in Payables
Unposting Expense Reports
Modifying and Closing Cash Advances and Expense Reports
Creating Accounting Adjustments for Expense Reports
Reconciling Cash Advances

Processing External Data

Describing External Expense Data
Reconciling Airline Tickets
Processing Imported Credit Card Data
Using Automated Teller Machine Data
Using Benchmark Data

Examining and Archiving Expense Information

Running Expenses Queries
Running Reports
Archiving Expense Transactions

Request More Information

Time Frame: 0-3 Months4-12 Months

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