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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.

9.1 Finance Job Aids

Employee Self-Service for Travel and Expense Claims

Travel Manual

9.1 Creating Travel Authorizations
This job aid provides the steps for you to submit a travel authorization request for approval.

9.1 Creating Expense Reports
This job aid will provide the steps to create an expense report.

9.1 Viewing or Modifying Account Details 
This job aid will provide the steps to view the accounting detail for an expense line in an expense report.

9.1 Copying Expense Lines for Travel Authorizations and Expense Reports 
This job aid will show you how to copy one line on a travel authorization or an expense report to several other similar expense lines.

9.1 Deleting Travel Authorizations and Expense Reports 
This job aid will show you how to delete a travel authorization and an expense report.

9.1 Adding Multiple Expense Lines for Travel Authorizations and Expense Reports 
This job aid will show you the steps to be able to use multiple-expense lines functionality to quickly add expense lines.

9.1 Canceling Approved Travel Authorizations 
This job aid will show you the steps to be able to cancel a travel authorization for a business trip that has been postponed.

9.1 Correcting Expense Report Transaction Line Errors 
This job aid will show you the steps to enter an expense line, check for errors, and correct all errors before saving the expense report.

9.1 Viewing and Modifying Travel Authorizations and Expense Reports 
This job aid will show you the steps to modify a travel authorization or expense report to add a missing item.

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.

Equipment Account Listing
Listing of equipment 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.

Inquiry Pages 
Inquiry pages with descriptions for end users.

List of Reports 
List of all reports with descriptions and navigations.

General Information

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

QuickLinks

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