Travel & Expense Training PeopleSoft Financials Together We RISE!

2 Colleges that use PeopleSoft

3 – General Ledger – Chart of Accounts – Purchasing – Accounts Payable – Asset Management – Accounts Receivable – Budget Look-up – Travel and Expenses Financial Management System

4 Highlights of Financials Travel & Expenses Faster transactions Paperless- supporting documents scanned and uploaded into PeopleSoft Faster approval & reimbursement of travel & expenses

5 Why are we doing this??? Because of our customers! The DSC Students!

6 Handouts Travel Authorization Training Guide Expense Training Guide Cost Center/Sub-Fund Crosswalk (not all inclusive) CARS/PeopleSoft Terminology

7 Training Objectives Upon completion of this course, you will be able to: Create Travel Authorizations Attach a Document to a Travel Authorization Copy Travel Authorization Expense Lines Review or Modify Default Accounting Review or Modify Accounting Detail

8 Training Objectives Upon completion of this course, you will be able to: Creating Expense Reports Itemizing Hotel Bills Using Hotel Wizard

9 Top Tip! No Back Button!

Attachment Example 10

Additional Support!

12 Materials/Handouts MY.DAYTONASTATE.EDU – Resources – ERP – RISE - PeopleSoft Travel & Expense Training

13 For the Open Lab Schedule: Go to Contact Charlease Banks ext for additional training information Help Desk and Open Labs