ITS Update

GeorgiaFIRST Financials What to Expect in PeopleSoft Expenses 9.2Presented by Kate SmithAgendaExpenses Focus Group (Issues/Improvements in 8.9)New Features in 9.2Whats the same in 9.2 as 8.9Preparing for the upgradeQuestionsExpenses Focus GroupTop 5 Issues in 8.9Expense Report Performance (Entry, Printing, Meal Per Diems) Entry improved with PeopleTools upgradePrinting process tuned to perform fasterDeleting lines causing out of sync statusesResolved in 9.2Travel Authorization Hanging EncumbrancesResolved in 9.2Cash Advance Reconciliation and Accounting DefaultsBank Account UpdatesWhats New in 9.2

Create/Modify CombinedExpense Report EntryCreate a sample expense report for Georgia SummitAttended the conference on 9/4/14Add expense lines for Breakfast, Lunch, Mileage, and ParkingAccount for First/Last or Single Day of TravelAdd an attachmentSubmit the expense report

Combo-Edit

Submit

View Expense ReportTravel and Expenses > Expense Report > ViewAt-a-Glance Approval Status

Withdraw After Submit

Expense Details

Expense Details, contd.Print

Printing Expense Report

Printing Expense Report

Printed Expense Report

View Analytics

Approval Options: Risk Templates

Whats The Same in 9.2Expense Processing

Travel Authorization Entry

Cash Advance Entry

Future FunctionalityPotential post-upgrade functionality could include:Email ApprovalsImage upload from a mobile device to an online expense report

How to Prepare for the UpgradeTransactions should be fully Approved (paid if possible)Follow all month-end proceduresJournal generateIf you need assistance with any transactions, let us knowThere will be further communication with details

Questions?

University System of GeorgiaInformation Technology Services