About this Course

Code TPD81067GC10
Duration 4 Days

This PeopleSoft Expenses Rel. 9.2 training teaches you how to use the functionality available in PeopleSoft Expenses. Expert Oracle University instructors will teach you how to set up and maintain employee data for employees, managers and expense transaction approvers.Learn To:Set up rules to enforce business process.Set up and maintain employee data.Define approver profiles.Set up expense control tables.Process expense reports.Define approval rules and business transaction and processing rules to maximize efficiency, avoid redundancy and ensure policy compliance.Establish preferred suppliers and credit card data.Process travel authorizations for pre-approval of future expenses and cash advances that can be applied to expense reports.Prepare time reports that can be integrated with PeopleSoft Project Costing and Time and Labor.Benefits to YouBy enrolling in this course, you'll learn how to structure data tables to improve efficiency and reduce redundancy.You'll walk away with the ability to set up an approval process that matches the process used in your organization. Furthermore, you'll develop the knowledge and skills to create expense transactions and complete the process of posting them to the general ledger.More about PeopleSoft Expenses Rel 9.2Expenses provides the functionality to send transactions through various approval levels from a reviewer to a manger, auditor, project manager and post pay auditor. Process expense reimbursements for employees and suppliers through PeopleSoft Payables. Post transactions to PeopleSoft General Ledger and send expense transactions to PeopleSoft Project Costing. Find out how to load credit card data from vendors and apply the transactions to employee expenses. Set up and process airline ticket information to track and reconcile tickets. Generate expense reports and queries.Please NoteCourse materials are appropriate for any customer using Release 9.x PeopleSoft Applications.If a customer has already taken the Release 9.1 course, retake is not necessary.Live Virtual Class FormatA Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.


  • Integration within PS Financials and Supply Chain ManagementEffective dates.Reports and queriesPeopleSoft business units and SetIDs.

Delegates will learn how to

  • Send transactions to PeopleSoft Project Costing
  • Perform additional expense processes and reports
  • Setup Expenses business rules and options
  • Define approval rules
  • Create expense transactions and time reports
  • Perform approvals on expense transactions
  • Set up PeopleSoft operational structure
  • Generate expense payments


Defining General Options

  • Defining Installation Options for Expenses
  • Setting Up Expenses Options
  • Setting Up Expenses Business Units
  • Defining DCAA Requirements (USA)
  • Identifying Common Data and Global Features

Setting up Security and Approvals

  • Setting Up Expense Users and Permission Lists
  • Defining Approval and Audit Rules
  • Defining Approval Options

Setting Up Expenses Structure

  • Defining Business Rules for Expenses
  • Setting Up Expense Management Functions
  • Setting Up Locations and Rates
  • Creating Expense Templates

Setting Up Employee Data

  • Loading Employee Data
  • Maintaining Employee Profiles

Processing Travel Authorizations

  • Creating Travel Authorization Templates
  • Creating Travel Authorizations

Processing Expense Transactions

  • Modifying User Defaults
  • Processing Cash Advances
  • Preparing Cash Advances
  • Creating Time Reports

Approving Expense Transactions

  • Describing Summary Approval Options
  • Performing Approvals and Audits
  • Modifying Approved Transactions

Processing Payments

  • Describing the Expenses Payment Process
  • Staging Payments for Processing
  • Processing Payments in PeopleSoft Payables
  • Sending Payments to Payroll
  • Reviewing Payments

Integrating with PeopleSoft Project Costing

  • Processing Project-related Expense Transactions
  • Sending Transactions to Project Costing

Integrating with PeopleSoft General Ledger

  • Posting Liabilities and Payments
  • Examining Accounting Entries
  • Establishing Links with the General Ledger
  • Using the Journal Generator
  • Rolling Over Travel Authorization Encumbrances

Managing Expense Transaction Exceptions

  • Canceling Expense Payments in Payables
  • Unposting Expense Reports
  • Modifying and Closing Cash Advances and Expense Reports
  • Creating Accounting Adjustments for Expense Reports
  • Reconciling Cash Advances

Processing External Data

  • Describing External Expense Data
  • Reconciling Airline Tickets
  • Processing Imported Credit Card Data
  • Using Automated Teller Machine Data
  • Using Benchmark Data

Examining and Archiving Expense Information

  • Running Expenses Queries
  • Running Reports
  • Archiving Expense Transactions

4 Days


This is a QA approved partner course

Delivery Method

Delivery method

Virtual learning

Recreates a classroom experience online, enabling full interactions with the learning professional leading the course.

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The course is available on 1 different dates.

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