Travel & Expense Reminders for FY 12
The PeopleSoft Travel & Expense module is now available for data entry of FY 12 expense reports. Below are a few tips and reminders as you begin to enter reports for the new fiscal year:
• Please check your default account number to ensure the account listed is a budgeted chartstring for FY 12. Verify the fund code, department id, program code and class code and make any changes that are necessary. If you aren’t sure of your budgeted chartstring, please contact the person responsible for your departmental budget. To locate your default account number, log into the PeopleSoft Travel and Expense module, click Employee Self Service, click Profiles & Preferences, Click Review/Edit Profile, click on the 2nd tab labeled “Organizational Data.” Once on this tab, scroll down to the second blue section labeled “Default Chartfield Values.”
• The budget year in your default account number has already been updated to reflect budget year 2012. Please do not change or adjust the budget ref field within your default account number.
• When creating an expense report for the new year, do not use the Copy from An Existing Report or Copy from a Template Quick Start options. Doing so will prevent your expense report from budget checking properly.
Training sessions are available for assistance in entering travel and expense reports by contacting Patricia Durrough at ext 96392.