As we get
information regarding Peoplesoft that affects you, we try to pass this on.
There are a few items listed below you need to be aware of. As always, we are here to help you. If you need further details on any of these
issues, please don't hesitate to contact me.
We appreciate your patience as we all weather these changes together.
1. The system times out after 20 minutes of
non-activity. If you're in the middle of
an expense report, it would be a good idea to save if you get interrupted.
2. We now have "cheat sheets" on our
website. I apologize for the delay in
getting these out but we discovered that our menus are different from yours so
we've been in the "discovery" phase.
3. When doing meal reimbursements, you may get
an error that states you are not allowed the full meal reimbursement. You can override this by also typing in the
meal amount in the "Location Amount" at the bottom of the screen in the detail expense
screen.
4. When approving travel reimbursements, you may
get at the beginning of each month because of the previous month being
closed. When you open up the expense
report for approval, change the accounting date to the current date. Hopefully, there will be a fix coming that
will eliminate the need to do this in the future.
5. You can update your profile in self service
to have the originating location, certain expense types, etc. to automatically
default in your expense report when you create a new one. If you need help with this, just let us know
and we'll be glad to assist you.
6. Hopefully, the Budget Reporting System will
be available soon. We are still working
to get the data. If not, we have an
alternative that will be discussed with you.
7. Travel Authorizations- There is still a
problem with the travel authorizations.
However, if you have already done one, we are working on a way to
monitor these to be sure the funds are not taken from your budget twice. We will keep you posted on the availability
of this functionality.
8. Please remember to print, by using the
"view/print" selection, your expense report, sign it, and send to the
Business Office, with any receipts required, as backup.
9. If you find a destination location is not
listed. Please contact me and I can add
these quickly.
10. The default chartfield is loaded in your
profile under self service. This is what
is used (unless you have a