1. Travel & Expense Training PeopleSoft Financials Together We RISE!

2. 2 Colleges that use PeopleSoft

3. 3 – General Ledger – Chart of Accounts – Purchasing – Accounts Payable – Asset Management – Accounts Receivable – Budget Look-up – Travel and Expenses Financial Management System

4. 4 Highlights of Financials Travel & Expenses Faster transactions Paperless- supporting documents scanned and uploaded into PeopleSoft Faster approval & reimbursement of travel & expenses

5. 5 Why are we doing this??? Because of our customers! The DSC Students!

6. 6 Handouts Travel Authorization Training Guide Expense Training Guide Cost Center/Sub-Fund Crosswalk (not all inclusive) CARS/PeopleSoft Terminology

7. 7 Training Objectives Upon completion of this course, you will be able to: Create Travel Authorizations Attach a Document to a Travel Authorization Copy Travel Authorization Expense Lines Review or Modify Default Accounting Review or Modify Accounting Detail

8. 8 Training Objectives Upon completion of this course, you will be able to: Creating Expense Reports Itemizing Hotel Bills Using Hotel Wizard

9. 9 Top Tip! No Back Button!

10. Attachment Example 10

11. Additional Support!

12. 12 Materials/Handouts MY.DAYTONASTATE.EDU – Resources – ERP – RISE - PeopleSoft Travel & Expense Training

13. 13 For the Open Lab Schedule: Go to http://daytonastate.edu/it/http://daytonastate.edu/it/ Contact Charlease Banks ext. 3194 for additional training information Help Desk and Open Labs