Oracle PeopleSoft Enterprise Financial Management 9.1 Implementation

Understanding cash advance and expense report configurations

In order to use the cash advance and expense report features, we need to perform various setups. In this section, we'll familiarize ourselves with some of the most important configurations.

• Maintaining employee profiles
• Cash advance sources
• Expense types
• Location amounts
• Per diem ranges
• Per diem amounts

Maintaining employee profiles

The PeopleSoft Expenses module is intended to be used by an organization's employees to create expense reports and get their business expenses reimbursed. Therefore, it is important that the system maintains detailed information about all valid employees. We'll quickly look at two different methods of maintaining employee details in the Expenses module.

Manually updating ...