Travel and Expense

• What does it mean when an Expense Report states an error that reads, "Predecessor Not Found"?

  That means that the funds need to be released so that you can budget check with no errors. An email will need to be sent to Disbursements and Travel Services so that they can release the funds in orde...

• If an employee departs the university and there is an expense report in process what actions need to be taken?

  Expense Report for employee’s departure within 30 days – If the expense report is at the employee certification level, (BIS) Business Information Services  will need to reassign the expense report to ...

• A travel authorization was not approved before the travel dates, what action needs to be taken?

  PeopleSoft does not let you approve travel documents after the travel dates have passed. A Travel Authorization Form (TAF) will need to be processed. If the TA is in pending status the department must...

• When I budget check a document it gives me a "Error in Budget Check" and it asks me to click on the "Budget Options" link. It then shows me under the Exception column that "Ref'd Doc has been Finalized". What action should be taken?

  Click on the Go to Transaction Exceptions link, it will take you to the Transaction Lines with Budget Exceptions area where you will see three tabs: Line Values, Line Chartfields, and Line Amount.  A ...

• If there is not a chartfield string in any of the line items, why would the override button required? Wouldn't allowing it to "default" do the same thing?

  The override button is used to ensure that all lines of a PO are updated regardless of future modifications....

• When creating travel or expense reports the traveler receives multiple responses from DTS? Does this mean there is an error and does the traveler have to do anything with those emails?

  Receiving multiple emails from DTS is occurring when travel and expense reports are submitted. They are automatically generated. We apologize for the inconvenience and the traveler does not need to do...

• If a traveler used a TAC card, do we need to list all expenses and select "Paid by University" if there are expenses paid by both TAC and out-of-pocket?

  Only the expenses that are being reimbursed to the employee are required to be put on the Expense Report.  TAC expenses can be listed, but would need to be marked Non-Reimbursable in PeopleSoft.  Out-...

• How do I find a foreign city as a location for a travel authorization?

  Clicking on the magnifying glass next to the Default Location will allow you to search for cities are in PeopleSoft. A domestic code will have the state's two-letter abbreviation followed by a three-l...

• I entered a Travel Authorization Request for my supervisor's travel. I received an email notification but he did not receive anything stating the TA was ready for his approval. There is nothing in my supervisor's queue either. Where is Travel Authorization Request form?

  PeopleSoft was set up to prevent a person from approving his/her own Travel Authorization Request. Even though the traveler was not the person who entered the request, the system recognized that the s...

• Can an Expense Report be done using a cost center that belongs to another department? For example, can someone in Biology prepare an Expense Report using a cost center for Chemistry.

  In most cases, the answer would be no.  However, if you are set up as a Proxy for an individual, you would be able to enter an Expense Report for them....