Travel and Expense

Section description:

My supervisor is trying to approve a travel authorization but the travel dates have passed. It does not let her approve. What action is needed?
I have an approved Travel Authorization and the traveler is not going to take the trip. What needs to be done?
There is an approved Travel Authorization and an expense report is needed to disencumber the funds but the traveler is no longer with UTSA how do I proceed?
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?
A Faculty member is on Academic Development Leave and I cannot create a Travel Authorization in PeopleSoft.
Can attachments be added or deleted on documents in PeopleSoft?
When creating a travel expense report in PeopleSoft should the amounts paid on the CLIBA card be included?
What can be done if a Travel Authorization (TA) needs modification?
When creating a Travel Authorization, do you add in mileage? Travel to and from airport? Taxi?
How do I spit a cost on an expense report between two cost centers?
When filling out a Travel Authorization, does airfare need to be separated into travel days?
Why did I received an email, "Automatic reply: Expense Report 0000012345 for Doe, John requires your attention"?
How do I enter an expense report if the destination city is not in PeopleSoft?
If lodging is paid by CLIBA card and meals paid by the TAC card, do we check the "non-reimbursable" expense?
Do we need to submit a TRS form and an Expense Report?
Can you be reimbursed for lodging tax in-state?
If a traveler is going to receive a cash advance is this information entered on the PeopleSoft Travel Authorization entry?
Can the total per diem amount be entered into an Expense Report?
Will an Expense Report be denied if the Default Location field is left blank?
I need to complete a travel authorization for travel that will take place next fiscal year. I need to pay for registration now. How should I proceed with Travel Authorization Form?
Can a file be attached to an expense report from a desktop only?
When entering travel expenses for multiple days does each day need to be entered separately?
Should CLIBA and Procard expenses be entered using the PeopleSoft Expense Report?
When creating Travel Authorizations and I pay the travel expenses with my CLIBA card, under "Payment Type", I've been listing "Paid by University". Is this incorrect?
Is there a way to quickly check account detail or do we have to click on each expense entry that was NOT copy/selected?
To pay a parking fee for a conference in San Antonio, do I process an Expense Report?
Is there a way to see the full line in the dropdowns?
On the Travel Expense Report can taxes be added on one line?
Are comments required for a denied Expense Report?
Can an Expense Report be used to reimburse an office expense?
Will receipts be sufficient in order to process an Expense Report in PeopleSoft or do all documents need to be submitted?
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.
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?
How do I find a foreign city as a location for a travel authorization?
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?
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?
A travel authorization was not approved before the travel dates, what action needs to be taken?
If an employee departs the university and there is an expense report in process what actions need to be taken?
What does it mean when an Expense Report states an error that reads, "Predecessor Not Found"?
If a travel authorization or an expense report get terminated can they be resubmitted?

If a travel authorization or an expense report get terminated can they be resubmitted?

No, the travel authorization or expense report will no longer be valid and a new one will need to be created. ...
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....
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....