Travel and Expenses
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Business Processes
- Travel and Expenses Business Process Index
- Travel & Expenses (EX) - Expense Administrator Management and Processing
- Travel & Expenses (EX)– Traveler Setup
- Travel & Expenses (EX) - Travel Authorizations
- Travel & Expenses (EX) - Cash Advances
- Travel & Expenses (EX) - Expense Reports
- Travel & Expenses (EX) - Approvals
- 9.2 Travel and Expenses Queries and Reports
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Announcements
- Travel & Expense Delegate Entry Authority Documentation Now Available
- Video and Slides from the FY2025 Expense Module Change Presentation
- FY2025 Expense Module Change - Delegate Entry Authority
- 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
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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
- Travel Authorization Entry for Entering as a Delegate
- Cash Advance Entry for Entering as a Delegate
- Expense Report Entry for Entering as a Delegate
- 9.2 Registering as a New Self-Service User, Reviewing Profiles, and Delegating Entry Authority
- 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
- 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
This video discusses the July 2024 update to the Expense Module, where delegates are no longer be able to submit expense transactions on behalf of the traveler.
- FY2025 Expense Changes Demo: Delegate Entry Authority
Powerpoint from July 9, 2024 giving an overview of the new Expense Module Changes. Delegates will no longer be able to submit expense transactions on behalf of the traveler. All Travelers will need to submit their own expense transactions for approval. Delegates will still be able to initiate expense transactions on behalf of the traveler and notify them when the transaction is ready to review and submit.
- 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.