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Preparing Travel Authorizations and Expense Reports
9.1 Creating Travel Authorizations
This guide will explain how to create a travel authorization.
9.1 Creating Expense Reports
This guide will explaing how to create an expense report.
9.1 Viewing or Modifying Account Details
This guide will explain the process on viewing or modifying account details.
9.1 Copying Expense Lines for Travel Authorizations and Expense Reports
This guide will explain how to copying expense lines.
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 Adding Multiple Expense Lines for Travel Authorizations and Expense Reports
This guide will explain how to add multiple lines to travel authorization and expense reports.
9.1 Canceling Approved Travel Authorizations
This guide will explain the process of canceling approved travel authorizations.
9.1 Create a Description Only Requisition
The Create Requisition page allows you to create a requisition to request the purchase of items or services. A description-only requisition is the term for any requisition that is not created via the UMass marketplace.
9.1 Create a Requisition with a Split Distribution
A split distribution allows you to charge one line to two different budgets.
9.1 Entering a Requisition to Create a Blanket Purchase Order
This guide will show how to enter an eProcurement requisition to create a Blanket Purchase Order.
9.1 Copying a Requisition
This guide will show you how to copy a requisition.
9.1 Requesting a Change to a Purchase Order
This guide will show how to make a change to an existing purchase order.
Introduction to eProcurement for End Users
This hands-on course introduces eProcurement and focuses on entering requisitions and inquiring on requisitions and purchase orders.
Contact Kirk Hellmuth at x8085 to inquire about eProcurement Training for End Users.
The following Training Guides are available for Accounts Payable.
9.1 Maintaining Session Defaults
This guide will instruct you on how to set up ad hoc session default values and apply ad hoc session default values to a new voucher.
9.1 Viewing the Related Documents Page
This guide will instruct you on viewing related documents.
9.1 Reviewing Voucher Information
This guide will instruct you on how to review voucher information.
9.1 Reviewing Posted Accounting Entries
This guide will instruct you on how to review posted account entries.
9.1 Using the Match Workbench
This guide will instruct you in the use of the Match Workbench.
Approvers are no longer required to attend a training class. Contact Kirk Hellmuth at x8085 for more information about the Approval process.
The following job aids walk through the procedures related to approving:
- Approving a Requisition via "Approve Requisitions" Search
- Approving a Requisition via Worklist
- Denying a Requisition
- Inquiring on Requisition Approvals
This course provides a three-step introduction to allocations: setup, run, and inquire.
Contact Nadine Rodriguez at x8054 to inquire about Procard Reallocation training.
SUMMIT is available to all PeopleSoft Finance users. SUMMIT is a reporting tool which runs outside of PeopleSoft Finance, but it is based upon the PeopleSoft Finance 9.1 Reporting database. Click the appropriate link to access the SUMMIT online tutorial.
- Overview and Navigation
- Printing and Downloading Widgets
- Setting and Saving Filters
- Graphs and Alert Widgets
- Data Widgets
- Transaction Detail Analysis Dashboard
- Updating Trusted Sites in IE for 11g
- SUMMIT 11g Fundamentals
- Updating Bookmarks