GeorgiaFIRST Financials What to Expect in PeopleSoft Expenses 9.2 Presented by Kate Smith
Agenda Expenses Focus Group (Issues/Improvements in 8.9) New Features in 9.2 What’s the same in 9.2 as 8.9 Preparing for the upgrade Questions
Expenses Focus Group Top 5 Issues in 8.9 – Expense Report Performance (Entry, Printing, Meal Per Diems) Entry improved with PeopleTools upgrade Printing process tuned to perform faster – Deleting lines causing out of sync statuses Resolved in 9.2 – Travel Authorization Hanging Encumbrances Resolved in 9.2 – Cash Advance Reconciliation and Accounting Defaults – Bank Account Updates
What’s New in 9.2
Create/Modify Combined
Expense Report Entry Create a sample expense report for Georgia Summit Attended the conference on 9/4/14 Add expense lines for Breakfast, Lunch, Mileage, and Parking Account for First/Last or Single Day of Travel Add an attachment Submit the expense report
Combo-Edit
Submit
View Expense Report Travel and Expenses > Expense Report > View
At-a-Glance Approval Status
Withdraw After Submit
Expense Details
Expense Details, contd.
Printing Expense Report
Printed Expense Report
View Analytics
Approval Options: Risk Templates
What’s The Same in 9.2
Expense Processing
Travel Authorization Entry
Cash Advance Entry
Future Functionality Potential post-upgrade functionality could include: – Approvals – Image upload from a mobile device to an online expense report
How to Prepare for the Upgrade Transactions should be fully Approved (paid if possible) Follow all month-end procedures Journal generate If you need assistance with any transactions, let us know There will be further communication with details
Questions?
University System of Georgia Information Technology Services