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EUT Course

Travel And Expense Processing– Core (225)

Presentation Booklet

PeopleSoft Version 9.2 September 2020

CAPPS Financials

End-User Training (EUT)

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Travel and Expense (Core)

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-L2: Create Travel Auth Template

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3.12 S2-L2: Exercises

3.13 S2-L3: Additional Actions

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3.14 S2-L3: Withdrawing Travel Authorization

3.15 S2-L3: Deleting and Canceling

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3.16 S2-L3: Exercise

3.17 S2-L3: Viewing and Printing, Exercise

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4. Section 3-Cash Advance

4.1 Section 3: Cash Advance Entry

4.2 S3 Objectives

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4.3 Section 3 Outline

4.4 S3-L1: Cash Advance Overview

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4.5 S3-L1: What is a Cash Advance?

4.6 S3-L1: Cash Advance Details

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4.7 S3-L1: Cash Advance Statuses

4.8 S3-L2: Cash Advance Entry

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4.9 S3-L2: Cash Advance Entry Tips

4.10 S3-L2: Exercises

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4.11 S3-L3: Additional Actions

4.12 S3-L3: Withdrawing Cash Advance

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4.13 S3-L3: Deleting Cash Advance

4.14 S3-L3: Exercises

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4.15 S3-L3: Viewing and Printing, Exercise

5. Section 4-Expense Report

5.1 Section 4: Expense Report Entry

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5.2 S4 Objectives

5.3 Section 4 Outline

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5.4 S4-L1: Expense Report Overview

5.5 S4-L1: What is an Expense Report?

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5.6 S4-L1: Expense Report Details

5.7 S4-L1: Expense Report Statuses

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5.8 S4 Lesson 2: Expense Report Entry

5.9 S4-L2: Entry Tips & Reminders

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5.10 S4-L2: Exercises

5.11 S4-L2: Applying Cash Advance

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5.12 S4-L2: Exercises

5.13 S4-L2: Unused Cash Advance Funds

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5.14 S4 Lesson 3: Additional Actions

5.15 S4-L3: Withdrawing Expense Report

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5.16 S4-L3: Deleting Expense Report

5.17 S4-L3: Exercises

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5.18 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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6.8 S5-L1: Alternate Approver

6.9 S5-L1: Exercises

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7. Section 6-Miscellaneous Features

7.1 Section 6: Additional Features

7.2 S6 Objectives

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7.3 Section 6 Outline

7.4 S6-L1: Update Check or Dart No., Exercise

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7.5 S6-L1: Updating Employee Profile

7.6 S6-L1: Exercises

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8. Conclusion

8.1 Section 7: Conclusion

8.2 S6 Summary

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8.3 S7-Congratulations

8.4 End