230 travel and expense processing presentation...
TRANSCRIPT
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EUT Course
Travel And Expense Processing– Self Service (230)
Presentation Booklet
PeopleSoft Version 9.2 September 2020
CAPPS Financials
End-User Training (EUT)
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TravelExpense Self Service (230)_CoursePresentation
1. Travel and Expense
1.1 Travel and Expense Training
1.2 Untitled Slide
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1.3 Welcome
1.4 Duration
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1.5 Preparation
1.6 Navigation
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1.7 Course Outline
1.8 Course Objectives
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2. Section 1-Travel and Expense Overview
2.1 Section 1-Travel and Expense Overview
2.2 S1 Objectives
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2.3 Section 1 Outline
2.4 S1-L1: What is CAPPS Travel & Expense
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2.5 S1-L1: Transaction Types
2.6 S1-L1: Transaction Types Requirements
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2.7 S1-L1: User Roles
2.8 S1-L1: User Roles Cont.
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2.9 S1-L1: User Roles Cont.
2.10 S1-L1: User Roles Cont.
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2.11 S1-L1: Key Terms
2.12 S1-L1: Key Terms Continued…
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2.13 S1-L1: Employee Profile Overview
3. Section 2-Travel Authorization Entry
3.1 Section 2: Travel Authorization Entry
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3.2 S2 Objectives
3.3 Section 2 Outline
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3.4 S2-L1: Travel Authorization Overview
3.5 S2-L1: What is a Travel Authorization?
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3.6 S2-L1: Travel Authorization Details
3.7 S2-L1: Travel Authorization Statuses
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3.8 S2-L2: Travel Authorization Entry
3.9 S2-L2: Travel Authorization Entry Tips & Reminders
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3.10 S2-L2: Exercises
3.11 S2-L3: Additional Actions
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3.12 Deleting Travel Authorizations
3.13 S2-L3: Exercise
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3.14 S2-L3: Viewing and Printing, Exercise
4. Section 3-Cash Advance
4.1 Section 3: Cash Advance Entry
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4.2 S3 Objectives
4.3 Section 3 Outline
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4.4 S3-L1: Cash Advance Overview
4.5 S3-L1: What is a Cash Advance?
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4.6 S3-L1: Cash Advance Details
4.7 S3-L1: Cash Advance Statuses
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4.8 S3-L2: Cash Advance Entry
4.9 S3-L2: Cash Advance Entry Tips
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4.10 S3-L2: Exercises
4.11 S3-L3: Additional Actions
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4.12 S3-L3: Withdrawing Cash Advance
4.13 S3-L3: Deleting Cash Advance
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4.14 S3-L3: Exercises
4.15 S3-L3: Viewing and Printing, Exercise
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5. Section 4-Expense Report
5.1 Section 4: Expense Report Entry
5.2 S4 Objectives
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5.3 Section 4 Outline
5.4 S4-L1: Expense Report Overview
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5.5 S4-L1: What is an Expense Report?
5.6 S4-L1: Expense Report Details
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5.7 S4-L1: Expense Report Statuses
5.8 S4 Lesson 2: Expense Report Entry
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5.9 S4-L2: Entry Tips & Reminders
5.10 S4-L2: Submitting Expense Report for Approval Cont…
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5.11 S4-L2: Exercises
5.12 S4-L2: Applying Cash Advance
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5.13 S4-L2: Exercises
5.14 S4-L2: Unused Cash Advance Funds
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5.15 S4 Lesson 3: Additional Actions
5.16 S4-L3: Withdrawing Expense Report
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5.17 S4-L3: Deleting Expense Report
5.18 S4-L3: Exercises
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5.19 S4-L3: Inquiry, Exercise
6. Section 5-Approvals
6.1 Section 5: Travel Transaction Approvals
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6.2 S5 Objectives
6.3 Section 5 Outline
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6.4 S5-L1: Approval Process Overview
6.5 S5-L1: Approval Process Overview Cont.
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6.6 S5-L1: Approval Actions
6.7 S5-L1: Exercises
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7. Conclusion
7.1 Section 6: Conclusion
7.2 S6 Summary
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7.3 S6-Congratulations
7.4 End