PeopleSoft Expenses Rel 9.2 Ed 1 Course Overview

Enrol for this 4-days PeopleSoft Expenses Rel 9.2 Ed 1 course from Koenig Solutions accredited by Oracle. This Expenses Rel 9.2 training teaches you how to use the functionality available in PeopleSoft Expenses. You will learn how to set up and maintain employee data for employees, managers and expense transaction approvers, while establishing preferred suppliers and credit card data.

Intended Audience

  • Implementer

Learning Objectives

  • 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

 

 

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

You will learn:

Module 1: 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 Expense Users and Permission Lists
  • Defining Approval and Audit Rules
  • Defining Approval Options
  • Defining Business Rules for Expenses
  • Setting Up Expense Management Functions
  • Setting Up Locations and Rates
  • Creating Expense Templates
  • Loading Employee Data
  • Maintaining Employee Profiles
  • Creating Travel Authorization Templates
  • Creating Travel Authorizations
  • Modifying User Defaults
  • Processing Cash Advances
  • Preparing Cash Advances
  • Creating Time Reports
  • Describing Summary Approval Options
  • Performing Approvals and Audits
  • Modifying Approved Transactions
  • Describing the Expenses Payment Process
  • Staging Payments for Processing
  • Processing Payments in PeopleSoft Payables
  • Sending Payments to Payroll
  • Reviewing Payments
  • Processing Project-related Expense Transactions
  • Sending Transactions to Project Costing
  • Posting Liabilities and Payments
  • Examining Accounting Entries
  • Establishing Links with the General Ledger
  • Using the Journal Generator
  • Rolling Over Travel Authorization Encumbrances
  • 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
  • Describing External Expense Data
  • Reconciling Airline Tickets
  • Processing Imported Credit Card Data
  • Using Automated Teller Machine Data
  • Using Benchmark Data
  • Running Expenses Queries
  • Running Reports
  • Archiving Expense Transactions
Live Online Training (Duration : 32 Hours) Fee On Request
Group Training Incl. Official Courseware
Online
15 - 18 Aug GTR 09:00 AM - 05:00 PM CST
(8 Hours/Day)
05 - 08 Sep GTR 09:00 AM - 05:00 PM CST
(8 Hours/Day)
03 - 06 Oct GTR 09:00 AM - 05:00 PM CST
(8 Hours/Day)
We Offer :
  • 1-on-1 Public - Select your own start date. Other students can be merged.
  • 1-on-1 Private - Select your own start date. You will be the only student in the class.
Incl. Official Courseware
4 Hours
8 Hours
Week Days
Weekend

Start Time : At any time

12 AM
12 PM

1-On-1 Training is Guaranteed to Run (GTR)
Physical Classroom Training with 4 hours /8 hours option is available. Enquire Now!
Ultra-Fast Track

If you can't spare 32 hours. We can offer you an Ultra-Fast Track for 16 hours
Enquire Now!

Course Prerequisites
  • Integration within PS Financials and Supply Chain Management
  • Effective dates.
  • Reports and queries
  • PeopleSoft business units and SetIDs.

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Add Name and Email Address of participant (If different from you)

FAQ's


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The Fee includes:
  • Official courseware
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Schedule for Group Training is decided by Koenig. Schedule for 1-on-1 is decided by you.
In 1-on-1 you can select your own schedule, other students can be merged but you select the schedule. Choose 1-on-1 if published schedule do not meet your requirement. If you also want a private session, opt for 1-on-1 Public.
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In both, you choose the schedule. In public, other participants can join, Private other participants want to join.
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