230 Travel and Expense Processing Presentation...
Transcript of 230 Travel and Expense Processing Presentation...
EUT Course
Travel And Expense Processing– Self Service (230)
Presentation Booklet
PeopleSoft Version 9.2 September 2020
CAPPS Financials
End-User Training (EUT)
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TravelExpense Self Service (230)_CoursePresentation
1. Travel and Expense
1.1 Travel and Expense Training
1.2 Untitled Slide
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1.3 Welcome
1.4 Duration
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1.5 Preparation
1.6 Navigation
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1.7 Course Outline
1.8 Course Objectives
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2. Section 1-Travel and Expense Overview
2.1 Section 1-Travel and Expense Overview
2.2 S1 Objectives
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2.3 Section 1 Outline
2.4 S1-L1: What is CAPPS Travel & Expense
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2.5 S1-L1: Transaction Types
2.6 S1-L1: Transaction Types Requirements
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2.7 S1-L1: User Roles
2.8 S1-L1: User Roles Cont.
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2.9 S1-L1: User Roles Cont.
2.10 S1-L1: User Roles Cont.
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2.11 S1-L1: Key Terms
2.12 S1-L1: Key Terms Continued…
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2.13 S1-L1: Employee Profile Overview
3. Section 2-Travel Authorization Entry
3.1 Section 2: Travel Authorization Entry
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3.2 S2 Objectives
3.3 Section 2 Outline
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3.4 S2-L1: Travel Authorization Overview
3.5 S2-L1: What is a Travel Authorization?
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3.6 S2-L1: Travel Authorization Details
3.7 S2-L1: Travel Authorization Statuses
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3.8 S2-L2: Travel Authorization Entry
3.9 S2-L2: Travel Authorization Entry Tips & Reminders
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3.10 S2-L2: Exercises
3.11 S2-L3: Additional Actions
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3.12 Deleting Travel Authorizations
3.13 S2-L3: Exercise
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3.14 S2-L3: Viewing and Printing, Exercise
4. Section 3-Cash Advance
4.1 Section 3: Cash Advance Entry
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4.2 S3 Objectives
4.3 Section 3 Outline
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4.4 S3-L1: Cash Advance Overview
4.5 S3-L1: What is a Cash Advance?
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4.6 S3-L1: Cash Advance Details
4.7 S3-L1: Cash Advance Statuses
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4.8 S3-L2: Cash Advance Entry
4.9 S3-L2: Cash Advance Entry Tips
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4.10 S3-L2: Exercises
4.11 S3-L3: Additional Actions
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4.12 S3-L3: Withdrawing Cash Advance
4.13 S3-L3: Deleting Cash Advance
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4.14 S3-L3: Exercises
4.15 S3-L3: Viewing and Printing, Exercise
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5. Section 4-Expense Report
5.1 Section 4: Expense Report Entry
5.2 S4 Objectives
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5.3 Section 4 Outline
5.4 S4-L1: Expense Report Overview
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5.5 S4-L1: What is an Expense Report?
5.6 S4-L1: Expense Report Details
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5.7 S4-L1: Expense Report Statuses
5.8 S4 Lesson 2: Expense Report Entry
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5.9 S4-L2: Entry Tips & Reminders
5.10 S4-L2: Submitting Expense Report for Approval Cont…
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5.11 S4-L2: Exercises
5.12 S4-L2: Applying Cash Advance
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5.13 S4-L2: Exercises
5.14 S4-L2: Unused Cash Advance Funds
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5.15 S4 Lesson 3: Additional Actions
5.16 S4-L3: Withdrawing Expense Report
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5.17 S4-L3: Deleting Expense Report
5.18 S4-L3: Exercises
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5.19 S4-L3: Inquiry, Exercise
6. Section 5-Approvals
6.1 Section 5: Travel Transaction Approvals
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6.2 S5 Objectives
6.3 Section 5 Outline
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6.4 S5-L1: Approval Process Overview
6.5 S5-L1: Approval Process Overview Cont.
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6.6 S5-L1: Approval Actions
6.7 S5-L1: Exercises
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7. Conclusion
7.1 Section 6: Conclusion
7.2 S6 Summary
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7.3 S6-Congratulations
7.4 End