PeopleSoft Expenses Rel 9.2 Ed 1 Course Overview

PeopleSoft Expenses Rel 9.2 Ed 1 Course Overview

The PeopleSoft Expenses Rel 9.2 Ed 1 course is a comprehensive training program designed to teach learners how to effectively manage and process expense transactions using PeopleSoft Expenses. Through a series of modules and lessons, participants will gain a detailed understanding of setting up and configuring various system components, including general options, security, approvals, employee data, and payment processing.

Participants will learn how to define installation options, set up business units, manage user permissions, and establish approval workflows. They will also delve into processing travel authorizations, handling cash advances, approving expense transactions, and integrating with PeopleSoft Project Costing and General Ledger. The course emphasizes the importance of managing exceptions, processing external data like credit card transactions, and utilizing reporting tools to examine and archive expense information. This training will equip learners with the skills to streamline expense management, ensure compliance, and optimize financial operations within their organization.

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

Koenig's Unique Offerings


1-on-1 Training

Schedule personalized sessions based upon your availability.


Customized Training

Tailor your learning experience. Dive deeper in topics of greater interest to you.


4-Hour Sessions

Optimize learning with Koenig's 4-hour sessions, balancing knowledge retention and time constraints.


Free Demo Class

Join our training with confidence. Attend a free demo class to experience our expert trainers and get all your queries answered.

Purchase This Course

Fee On Request

  • Live Online Training (Duration : 32 Hours)
  • Per Participant
  • Guaranteed-to-Run (GTR)
  • date-img
  • date-img

♱ Excluding VAT/GST

Classroom Training price is on request

  • Live Online Training (Duration : 32 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

Request More Information

Email:  WhatsApp:

Course Prerequisites

For successfully undertaking the PeopleSoft Expenses Rel 9.2 Ed 1 course, the following prerequisites are recommended:

  • Basic understanding of PeopleSoft navigation and general operations.
  • Familiarity with the accounts payable process and the flow of expense transactions.
  • Knowledge of financial accounting principles, especially as they pertain to expense management and reporting.
  • Experience with or exposure to other PeopleSoft Financials modules, such as PeopleSoft Payables and General Ledger, would be beneficial.
  • Ability to use spreadsheets and other basic office productivity tools for data analysis and reporting.

These prerequisites are intended to ensure that participants can fully engage with the course material and have a successful learning experience. They are designed to provide a foundation for understanding the more complex functionalities covered in the course.

Target Audience for PeopleSoft Expenses Rel 9.2 Ed 1

The PeopleSoft Expenses Rel 9.2 Ed 1 course is tailored for professionals managing expense-related functions in organizations.

  • Financial Controllers
  • Expense Managers
  • Accounts Payable Specialists
  • PeopleSoft Consultants and Implementers
  • Financial Systems Analysts
  • Project Managers overseeing financial systems
  • IT Professionals supporting financial applications
  • Auditors focusing on expense compliance
  • HR Professionals involved in employee expense processes
  • Business Analysts working with financial reporting and data
  • Compliance Officers dealing with financial regulations

Learning Objectives - What you will Learn in this PeopleSoft Expenses Rel 9.2 Ed 1?

Introduction to Course Learning Outcomes for PeopleSoft Expenses Rel 9.2 Ed 1:

Gain proficiency in managing and processing expense transactions with PeopleSoft Expenses Rel 9.2, mastering configurations, security, approvals, integrations, and reporting.

Learning Objectives and Outcomes:

  • Understand how to define and manage installation and expense options, ensuring compliance with organizational policies and procedures.
  • Set up and maintain Expenses Business Units, tailoring the system to support diverse operational structures.
  • Learn to implement and adhere to the Defense Contract Audit Agency (DCAA) regulations within the PeopleSoft Expenses framework (applicable to USA).
  • Establish robust security measures by configuring expense users, permission lists, and defining approval workflows to maintain system integrity.
  • Create and manage business rules, expense management functions, and templates to streamline expense processing and improve user experience.
  • Manage employee data effectively, including the loading and ongoing maintenance of employee profiles essential for expense management.
  • Develop expertise in processing travel authorizations and expense transactions, including cash advances, time reports, and leveraging templates for efficiency.
  • Accurately perform transaction approvals and audits, and learn how to modify approved transactions to maintain financial accuracy.
  • Integrate PeopleSoft Expenses with PeopleSoft Project Costing and General Ledger for seamless financial tracking and reporting.
  • Handle expense transaction exceptions and external data processing, such as credit card data and ATM transactions, ensuring comprehensive expense management.

Through this course, participants will acquire the skills necessary to efficiently operate the PeopleSoft Expenses module, leading to improved financial management and streamlined expense processing within their organizations.