Training Home at The University of West Georgia

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User Guides & Documentation

Business & Finance User Guide
PeopleSoft Registration Instructions 

TRAVEL EXPENSE INFORMATION

Instructions for Creating an Expense Report 

ON-LINE TRAVEL EXPENSE TRAINING MODULES

Using Expense Reports in the PeopleSoft Travel & Expense Module
This lesson is for employees who are ready to start working with Expense Reports in the PeopleSoft Travel and Expense Module.  This course explains the components of an Expense Report in PeopleSoft, how to add items to an Expense Report, and how to manage an Expense Report once submitted for approval.

Applying a Cash Advance to Expense Reports in the PeopleSoft Travel & Expense Module
This lesson is for employees who need to apply a Cash Advance that they created in the PeopleSoft Travel & Expense Module to an Expense Report.  This lesson explains and demonstrates what the requirements are for applying a Cash Advance to an Expense Report.

Additional Tips and Tricks for Entering Expense Transactions in the PeopleSoft Travel and Expense Module
This lesson provides users with additional instructions on increasing efficiences when creating expense transactions in the Travel and Expense Module.  This lesson describes how to use User Defaults, Personal Templates, and the expense line copy function to minimize data entry. 

ePROCUREMENT INFORMATION

Requester User Guide

Creating a Marketplace Shopping Cart & Requisition Job Aid

Creating a Special Request Requisition Job Aid

Desktop Receiving Job Aid

Approving/Denying Requisitions Job Aid