Setting up Alerts on the Team Sites – You can set an alert to notify you when something changes on the team sites. This includes changes to the current documentation or the addition of a new documentation. For details and instruction, please visit PS Live! ~ Financials, under the “Tip of the Week”.
Travel & Expense Queries – We have new queries to show the detail lines and account numbers for Expense Report or Travel Authorization. We also have queries to show which approver’s queue the document is waiting for approval, for Cash Advance, Expense Report or Travel Authorization. Navigation: Main Menu→ Chapman Customizations → Reports→ Travel and Expense → Account Detail Query or Approval Query.
Expense Type menu selection in the Expense Report – The drop down selection under the “Expense Type” menu in the Expense Report has been alphabetically sorted and grouped by Faculty, Staff and Travel Course categories.
Adding more fund to an existing PO – When you add additional amount to an existing PO, in the new line, please write the description “ PO#xxxx – Add $$$ on MM/DD/YYYY”. This line description will help approvers to see that they are just approving additional amount, not the same PO all over again. The date information in the description line is very important so the approvers know it’s new.
Cancel or Delete a Travel Authorization– Please be advised that only the employee or his/her delegate can cancel or delete their Travel Authorization in PeopleSoft. Accounts Payable does not have access to cancel or delete departments’ Travel Authorization.
We wish you a wonderful holiday season and a prosperous 2015!
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