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Traveler

This guide includes the following topics:​â¶Ä‹â¶Ä‹â€‹

• Getting Started in PeopleSoft T&E
  • Navigating in T&E
• Preparing Travel Authorizations
  • Overview of Travel Authorization Entry Page
  • Creating Travel Authorizations
  • Attaching Documents to a Travel Authorization
  • Viewing Travel Authorizations
  • Modifying Travel Authorizations
  • Copying Travel Authorization Expense Lines
  • Adding Multiple Travel Authorization Expense Lines
  • Withdrawing a Travel Authorization
  • Canceling Approved Travel Authorizations
  • Deleting Travel Authorizations
• Preparing Cash Advances
  • Creating Cash Advances
  • Attaching Documents to a Cash Advance
  • Viewing Cash Advances
  • Modifying Cash Advances
  • Deleting Cash Advances
  • Withdrawing Cash Advances
• Preparing Expense Reports - Overview of Expense Report Page
  Basic ER Procedures:
  • Creating Expense Reports
  • Attaching Documents to an Expense Report
  • Viewing or Modifying Default Accounting
  • Viewing or Modifying Accounting Details
  • Viewing Expense Reports
  • Modifying Expense Reports
  • Deleting Expense Reports
  • Withdrawing Expense Reports
• Preparing Expense Reports - Credit Card Reconciliation and My Wallet ER Procedures
  • Viewing My Wallet Transaction Details
  • Applying My Wallet Transactions to Expense Reports
  • Attaching Documents to a My Wallet Transaction
• Preparing Expense Reports - Other ER Procedures
  • Copying Expense Report Expense Lines
  • Adding Multiple Expense Lines Using Quick-Fill
  • Viewing Analytics for an Expense Report
  • Applying Cash Advances to an Expense Report
  • Correcting Expense Line Errors
  • Splitting Receipts
  • Using Per Diem Deductions to Adjust for Meals Provided
• Viewing Employee Expense/Payment History
  • Viewing Employee Expense Transaction History
  • Viewing Employee Payment History
• Associated Procedures
  • Setting Up an Entry Delegate
  • Creating User Templates
  • Updating Bank Account Information
  • Updating Accounting Defaults
  • Viewing or Modifying User Defaults
  • Navigating to the T&E Location Form
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Approver

• • Preview the new  (updates effective 2/19/22)

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T&E FAQs

Click the link below for answers to frequently asked questions about travel policy and traveler and approver tasks in T&E. New questions will be added to this document as they come up, so check back periodically for the updates.