Use whole numbers only; round up or down when necessary. The system will not accept mileage that is reported with decimals.
Via EMPLOYEE SELF-SERVICE>TRAVEL AND EXPENSES, navigate to the VIEW option as seen below. From there, you can search using a number of options including record, EMPLID, and payee name.
Reimbursement workflow for students is determined by the department ID entered. Designated entry staff should always replace the default "299999" with a specific numeric department value when preparing a student request. If you are unable to change the 299999 department designation, your record will be manually re-assigned an appropriate workflow. Please contact your T&E Module administrator.
Yes. This is a best audit practice and typical of most corporations and numerous academic institutions across the country. The system also permits a "team" approach to entry: a traveler can begin a request with their travel information and expenses, SAVE FOR LATER, and then have the appropriate designated entry person assist in reviewing and/or completing necessary information such as speedtype, GL account codes, etc. and then SUBMIT the request for management approval.
You must enter through the EMPLOYEE SELF-SERVICE menu choice in Peoplesoft Financials even if you are a designated entry person and not the actual traveler. Entry via any other menu option will generate a security error. Then proceed to the TRAVEL AND EXPENSE CENTER and then choose any action under the EXPENSE REPORT option.
It is a best practice for audit purposes to have travelers enter their own data either in part or total. If you're assisting a traveler, be sure you've been designated as a departmental entry person by your management center.
As long as the data is saved, designated departmental entry staff and travelers can each edit a reimbursement request. Once submitted for approval, no further edits can be made.
Clicking on the above link (top right of returned request) provides the full comment date/time/action as seen below: