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ITS Update
GeorgiaFIRST Financials What to Expect in PeopleSoft Expenses 9.2Presented by Kate SmithAgendaExpenses Focus Group (Issues/Improvements in 8.9)New Features in 9.2Whats the same in 9.2 as 8.9Preparing for the upgradeQuestionsExpenses Focus GroupTop 5 Issues in 8.9Expense Report Performance (Entry, Printing, Meal Per Diems) Entry improved with PeopleTools upgradePrinting process tuned to perform fasterDeleting lines causing out of sync statusesResolved in 9.2Travel Authorization Hanging EncumbrancesResolved in 9.2Cash Advance Reconciliation and Accounting DefaultsBank Account UpdatesWhats New in 9.2
Create/Modify CombinedExpense Report EntryCreate a sample expense report for Georgia SummitAttended the conference on 9/4/14Add expense lines for Breakfast, Lunch, Mileage, and ParkingAccount for First/Last or Single Day of TravelAdd an attachmentSubmit the expense report
Combo-Edit
Submit
View Expense ReportTravel and Expenses > Expense Report > ViewAt-a-Glance Approval Status
Withdraw After Submit
Expense Details
Expense Details, contd.Print
Printing Expense Report
Printing Expense Report
Printed Expense Report
View Analytics
Approval Options: Risk Templates
Whats The Same in 9.2Expense Processing
Travel Authorization Entry
Cash Advance Entry
Future FunctionalityPotential post-upgrade functionality could include:Email ApprovalsImage upload from a mobile device to an online expense report
How to Prepare for the UpgradeTransactions should be fully Approved (paid if possible)Follow all month-end proceduresJournal generateIf you need assistance with any transactions, let us knowThere will be further communication with details
Questions?
University System of GeorgiaInformation Technology Services