CON7586_Shaw-CON7586 - Manage Travel and Expenses Anytime, Anywhere With PeopleSoft Expenses 9.2
PeopleSoft Travel and Expenses (aka T&E, TRIP). Purpose of T&E Module 2 Used to reimburse employees...
-
Upload
eric-davidson -
Category
Documents
-
view
217 -
download
3
Transcript of PeopleSoft Travel and Expenses (aka T&E, TRIP). Purpose of T&E Module 2 Used to reimburse employees...
PeopleSoft Travel and Expenses
(aka T&E, TRIP)
Purpose of T&E Module2
Used to reimburse employees for travel expensesExpense Reports (ER) are created
and approved onlineReplaces the old method of
Preparing non-PO vouchers Travel Trip Expense Detail forms Routing paper forms for approval
Benefits to Employees3
Expense Reports (ER) can be prepared and approved from any computer with internet accessStatus of travel expense transactions can be tracked online by traveler
Faster reimbursements
Who is Affected by T&E Module?4
All University employees who travelNon-employees, such as guest speakers, and student employees who travel for student organizations, will continue to use paper travel expense forms and non-PO vouchers for their travel reimbursements
Start Date5
T&E Go-Live date was July 5, 2011
Six month phase-in periodAll MU departments will be using the
T&E module by December 31, 2011New paper forms for employees and transitional forms will remain available until December 31, 2011.
Non-employee forms will remain available
MU Roll-Out Six Month Plan
T&E Presentation – Student Affairs – June 2011
6
JULY AUGUST SEPTEME
R
OCTOBER NOVEMBER DECEMBE
R
Admin Services
Alumni & Development
Arts & Science
Education College of Business
Campus Budget
Campus Facilities
CAFNR Enrollment Mgmt
HES Engineering
Chancellor
ICA-Athletics
Extension Graduate School
School of Nursing
Vet Medicine
Student Affairs
Office of Research
Libraries Outreach & Extension
Health Professions
School of Medicine
Journalism
Law School
Provost
University Affairs
Approval Process7
Expense Report (ER) are created in PS Travel & Expenses by the traveler or their delegate
Workflow routes ER through approval process after traveler/delegate “submits”To Principal Investigator
(PI)/Program Manager (PM) if grant funded
To Fiscal Approver assigned by unitTo Accounting on exception basis
Approval Process (Cont.)8
Create and
submit ER online
Routes to PI/PM if
charged to grant
Fiscal Approval
Traveler paid
Routes to Accountin
g if exception
s
Approval Process (Cont.)9
HR Supervisors/Administrative Superiors are not required to approve ER in T&EAdministrative Superior/HR Supervisor
approval is still required per policy; may be formal or informal/verbal.
HR supervisor/Administrative Superior will receive notification about direct report’s travel via monthly email messages Can view web report for more detail
Use of Delegates10
An employee may delegate authority to prepare their electronic ER to another employee (may have one or multiple delegates)
Fiscal approval for travel purposes may be delegated by assigning multiple employees on a particular DeptID or Department Node. Delegate for fiscal approval may also be assigned in T&E (one delegate and giving away your approval during that time)
Major Travel Policy Changes11
New policies effective July 1, 2011Only require fiscal approval unless travel is funded by a grant
Meal reimbursements based upon per diems, not actual expenditures
Campuses cannot impose more restrictive policies than BPM
Switch to Per Diems-DOMESTIC12
Domestic meal allowances determined by hours in travel status Less than 8 hours, $0 8 hours and less than 12 hours, $21
12 hours or more, $42Requires an overnight stay
Switch to Per Diems (FOREIGN)13
Foreign meal allowances according to U.S. Dept. of Defense guidelinesForeign currency amounts that are entered in Expense Reports are converted automatically to U.S. dollars No manual currency conversions required
Questions / Assistance14
UM Tutorials and Guides https://doit.missouri.edu/training/peoplesoft/financials
/travel_and_expenses.html
Rita Wells, Accounting Services Email: [email protected], Voice: 882-2483
Laura Bradshaw-Straub, Accounting Services Email: [email protected], Voice: 882-
6433