Job aids

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The PeopleSoft Finance system is available 24 hours a day, 7 days a week. The system may be unavailable for maintenance during some weekends.

Travel and Expense Module

Click here for: Travel Manual

9.1 Creating Travel Authorizations

This guide will explain how to create a travel authorization.

9.1 Creating Expense Reports

This guide will explain how to create an expense report.

9.1 Attachments in an Expense Report

This guide will explain how to add attachments to an expense report.

9.1 Viewing or Modifying Account Details

This guide will explain the process on viewing or modifying account details.

9.1 Viewing and Modifying Travel Authorizations and Expense Reports

This guide will explain how to view and modify travel authorizations and expense reports.

9.1 Correcting Expense Report Transaction Line Errors

This guide will explain how to correct expense report transaction line errors.

9.1 Deleting Travel Authorizations and Expense Reports

This guide will explain the process of deleting travel authorizations and expense reports.

9.1 Approving an Expense Report

This job aid will show you how to approve an expense report that has been submitted by an employee.

9.1 Approving Travel Authorizations

This job aid will show you how to be able to approve a travel authorization.

Purchasing - Procard Reallocations

Approve/Reallocate Transactions with Single Distribution
This job aid provides step-by-step instructions for approving and reallocating a transaction.

Approve/Reallocate Transactions with Split Distribution
This job aid provides step-by-step instructions for approving and reallocating transactions with split distribution.

Query Procard Information 
This job aid describes the procedure for running queries related to Procard information.

View Posted Transactions 
This job aid describes the procedure for viewing posted transactions.

Finance Reporting and Inquiry

Monthly Reports/Report Manager Tool
This job aid describes how to access batch reports using the Report Manager Tool.

Running nVision User-Executed Reports
This job aid provides step-by-step directions for copying an nVision report scope and running an nVision report.

Running SQR User-Executed Reports 
This job aid provides step-by-step directions for running an SQR report.

Setting Up Run Controls 
This cheat sheet provides basic instructions for running SQR reports, as well as guidelines for information needed to complete run controls for SQR reports.

Deleting Run Controls 
This cheat sheet provides basic instructions for deleting unwanted Run Controls.

Distributing Reports to Multiple Users 
This job aid describes the procedures for distributing nVision and SQR reports to multiple users.

Running Queries 
This job aid explains the procedure for running a pre-defined query, as well as saving favorite queries.

Inquire on Budgets 
This job aid describes how to inquire on a budget.

Purchasing Account Code Listing
Listing of expense accounts and brief descriptions.

Fund Budget Types
This job aid lists Dartmouth fund codes with a description and budget type.

List of Available Queries 
List of all public queries for Dartmouth users.

General Information

Clearing Cache
This job aid provides step-by-step directions for clearing browser cache files (temporary files).

 

 

 

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