Mileage - San Diego Unified School District Official Home Page
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1. Example Exercise 234 Step by Step Set Up Another Employee to Create amp Submit Travel Authorizations and Expense Reports on Your Behalf The following steps walk you through the two tasks you must complete to accomplish this Step 1 First you must update your Chartfield string just one time Please follow the Step by Step instructions above entitled One Time Chartfield Setup Step 2 Next to authorize another employee to become your proxy you must follow this navigation Employee Self Service gt Travel amp Expenses gt User Preferences gt Delegate Entry Authority See Illustration on Next Page 5 3 2006 5 Mileage Menu gt Employee Self Service Authorize Users Travel and Expenses Nancy Davis 7 User Preferences Create Update User Template Delegate Entry Authorized User ID Name ace 100130 OL Davis Nancy Travel amp Expense Home Travel Authorization Cash Advance Expense Report Review Payments Review Expense History Review Profile gt Manager SeltSerice Entering new user id s on this page will give expense transactions on behalf of the employes Step 3 Click the plus sign on the right side of the page This opens a new blank ID box Authorize Users Nancy Davis Entering new userid s on this page will give those users the ability to enter expense transactions on behalf ofthe employee Authorized User ID Hame 100130 Q Dav2. Step 2 Click Add a New Value Expense Report Enter any information you have and click Search Leave fields blank for a list of all values z are dE Find an Existing Value Add a Mew Value y Search by Report iD sl begins with Search Advanced Search Find an Existing Value Add a New Value 5 3 2006 27 Step 3 If the screen shown here does not appear skip ahead to Step 4 If this screen does appear it means that someone else has authorized you in the system to create and submit Expense Reports on h her behalf If so then you must choose to create this Expense Report either for yourself 1f you went on the trip or for the other person 1f h she went on the trip Type the correct person s Employee ID number in the EmplID textbox Then click Add Expense Report E Find an Existing Value Y Add a New Va EmpliD 1100130 Add Find an Existing Value Add a New Value Step 4 Choose Copy From Existing Report Then click Continue Create Expense Report Choose a Creation Method Nancy Davis O Open a Blank Expense Repo e Copy From Existing Report Copy From Travel Authorization Use a Template Continue he Step 5 Click the Select button next to the old report you wish to copy from Create Expense Report Copy From an Existing Expense Report Mancy Davis Report ID NEXT From Date 03 21 2004 EI 0621120085 E Search em report ID Description Business Purpose Status Created
3. Select 000002952 Mileage April 2005 Ctherwritten desc required Pending 06 21 2005 Select OOOOU 20071 Mileage April 2005 Cther written desc required Submitted 06 20 2005 Returnto Choose a Creation Method 5 3 2006 28 Step 6 You will now see the General Information page of the new Expense Report filled in with the details from the old report You can edit 1t as much as you like In this example we changed some of the details such as the Description and the Comments In addition to editing the information here you must ensure that the Chartfield string for this new report is accurate Since you copied it from an old report this new one automatically picked up the Chartfield string that was used in the old one If you want to continue to use that same Chartfield string then just leave it alone If you feel you should check it or change it you need to click the link at the bottom of this page BEFORE you continue on The link is called Default Accounting For This Expense Report When you re done editing click Continue General Information Nancy Davis Report ID Mileage May 2005 Example Trip to New York General Information Nancy Davis Report ID Report Description Mileage April 2005 Example Trip to New York other written desc required y Other written desc required y el inn SAN DIEGO Q Default Location SAN DIEGO a Default Location A Reference Reference Ny Mileage Report May 1
4. 31 2005 Travel to various school sites to deliver presentations to teachers Report Description H Business Purpose Business Purpose Comment Mileage Report April 1 30 2005 Comment Travel to various district sites to conduct training classes and or to attend required meetings r Continue Continue Go To Default Accounting For This Expense Report Default Accounting For This Expense Report Required Field Step 7 You are now brought into the Expense Report Details page You must edit and update all the day entries to reflect the information you are claiming for this new report The day entries still show old information old dates miles odometer readings from the old report they were copied from You have to change and update them to show the current information You can also add to or delete from the number of day entries You begin by clicking on the first day entry to get into its details page General Information Report Description Mileage May 2005 Employee Base Office Business Purpose Other written desc required Reference Add Expense Type a elt Customize Find Amount Currency Split Expense Line tems Expense Type Date Merchant Mileage IM SD Court 04 01 2008 4 32 USD Split Wies e IN SO 405 USD Split 5 3 2006 Total Employee Expenses Total Darconal Evnancec 13 37 JSO oon wer Mileage Step 8 You are brought into the Add Expen
5. Daily Vehicle Rental M amp O Only Expense Type W Fuel for Rental Car Amount Currency Split Expense Line Items Customize Find ls eIN SD d 14 18 USD Split Mileage IN SD Mileage IN SD County oy 05 03 200 Mileage OUT of SD County h 10 94 USD s t uileage IN SD County L Lu National Board Certification Parking Outside GI County ee aa Total Employee Exped Parking SD County 25 12 LSD Total Personal Expenses 0 00 USD Step 10b Complete the details for the new day entry on the left side Click Update and then click Done if you are finished adding days or choose Mileage IN SD County from the Expense Type drop down list now located at the bottom of the page Then click Add Continue to add and update new day entries until you are ready to click Done 5 3 2006 31 Step 11 To save the report and work on it some more now or work on it later click Save For Later Then click OK Then you can continue working or choose to log out To submit the completed report for approval click Submit For Approval 05032005 10 94 USD Mileage IM SD Ge 05044005 6 89 USD Total Employee Expenses Total Personal Expenses Total Prepaid Expenses Total Employee Credits Total Vendor Credits Total Cash Advances Total Due Employee Total Due Vendor Save For Later Submit For Approval GoTo Modify Report information SDCS Expense Rules Populate From My Wallet Apply Cash Advances Step 12a
6. Expense Reports do not allow you to enter any future dates You can only enter current or past dates for expenses incurred SDCS Expense Rules At the bottom of any Expense Report Details page you will find a link called SDCS Expense Rules When you click this link it brings you to a page with all the district s rules and policies on eligible expenses At the bottom of this page you can click Return to go back to where you left off SOCS Expense Rules 5 3 2006 33 T db N i agge INIUIIKOZK Don t Click the Back Button A general rule to follow when using any PeopleSoft applications is to never click the Back button A on your browser window Doing so can make you lose your work and even kick you completely out of the software program You will always be able to find a menu choice or other link to click on within the page to bring you back to the previous page or to other pages Maintain the Best PeopleSoft Connections It is important for you to maintain your PeopleSoft application connection so that it remains in optimum working condition at all times To do this you must complete a quick simple routine task every day The task is called Clearing or Deleting Your Cache Files Cache files are files that are deposited onto your computer s hard drive every time you click to a new web page while you re on the Internet They are also referred to as Cookies or Temporary Internet Files They are generally
7. Personal Expense Ho Re 0 00 JusD A 100000000 FS 5 Default Rate a a Report ID MEST asaction You can then add additional expense items if desired atthe Current Expenses Date Type Amount 0401 05 Mileage IM SD County 0 00 04 05 05 Mileage IN SO County 0 00 O07 05 Mileage IM SO County 0 00 04 08 05 Mileage IN SD County 0 00 0411 05 Mileage IM SO County 0 00 0441 S05 Mileage IM SD County 0 00 041805 Mileage IN SO County 0 00 0420 05 Mileage IM SD County 0 00 0421 05 Mileage IN SD County 0 00 0425 05 Mileage IM SO County 0 00 042605 Mileage IN SD County 0 00 Cd POA Baise a eb z nan te a x When you re done filling in the fields on the left side beginning with Payment Type and ending with Description you must click Update This refreshes the running balance on the right side 0 00 us a 100000000 ES V Default Rate 0 00 USD Update Date Type 04 0105 Mileage IN SO County 04 05 05 Mileage IN SO County 04 0705 Mileage IN SO County 04 05 05 Mileage IM SD County 0411 05 Mileage IN SO Count Copy Current Expense Step 13 Now you must edit and update each and every day entry the same way You can access the details page for each day entry by clicking on the entry itself Mileage IN SD County in the list on the right side Remember to UPDATE every entry after you complete filling in the fields on the left side Current Expenses Date Type Amount Mileage Ih SO County 14 99 Mileage
8. If that is not the case then just skip this field and leave it blank e Comment Here you must include a few more details about this Expense Report particularly your justification for getting reimbursed for mileage Create Expense Report General Information Nancy Davis Report ID Report Description Mileage April 2005 Example Trip to Mew Yorki Business Purpose Other written desc required ll Default Location san Diego a Reference Comment Mileage Report April 1 30 2005 Travel to various district sites to conduct training classes and or to attend required meetings Continue Go To Default Accounting For This Expense Report The next thing you must do on this page 1s verify update the default accounting Step 6 At the bottom of the General Information page click the link Default Accounting For This Expense Report Travel to various district sites ja E training classes and or to attend required jmeetings Continue Go To Default Accounting For This Expense Report For This Expense Report Required Field 5 3 2006 9 Mileage Step 7 The last step brought you into the Chartfield page that affects only this one Expense Report Budget code numbers you enter or edit here will affect this report and no other Take the time to check each Chartfield to be sure it is correctly filled in Pay special attention to the DeptID Chartfield Be sure 1t contains the Department code number for
9. Step 3 Type the correct person s Employee ID number in the EmplID textbox or click the Search icon to view a list of those who authorized you and choose from the list Then click Add Expense Report Find an Existing Value Y Adda New Value EmpllD 100130 Add Find an Existing Value Add a New Value Step 4 Click a dot into the choice Open a Blank Expense Report Then click Continue Create Expense Report Choose a Creation Method Nancy Davis G Open a Blank Expense Report Copy From Existing Report Copy From Travel Authorization Use a Template Continue y 5 3 2006 8 Step 5 On the General Information page you must do two things Fill in the required information and verify or update the default accounting information budget Chartfield String It doesn t matter which you do first However you must perform the default accounting function before you click to the next screen The screen shown below displays typical details in the required fields e Report Description Type Mileage and the month and year thus Mileage Feb 2006 e Business Purpose Choose a reason for the travel from the drop down list most people use the Other choice which is a miscellaneous category e Default Location Type San Diego e Reference This is rarely used Its purpose is for you to enter the ID of an old Expense Report in case this one 1s to be considered an addendum to the old one
10. Date Originator Davis Mancy Submitted 0620 2005 Approver 1 Approver Expense Pre Pay Auditor Approval Detail Find Views All First 4 4 or 2 1 Last Name Approver Expense Comment Goa Toa View Report Information SDS Expense Rules View Exception Comment Delete a Single Day Entry from a Mileage Expense Report Example Exercise The following steps walk you through how to delete one or more single day entries from a Mileage Expense Report You might want to delete a day or several days from your report before you submit it For example if you accidentally entered an extra day into the report or if you entered a range of days but were out sick during a day or two within the range you would need to delete such days NOTE You can ONLY delete days from a Mileage Expense Report if you have not yet submitted the report Once you submit the report you can no longer edit it in any way Step 1 You must first be sure you are viewing the Expense Report Details Summary page of the report The Expense Report Details page looks like the example on the next page If you are viewing a detail page of a single day s entry and need to navigate to the Expense Report Details page simply click the Done button in the lower left corner 5 3 2006 16 Create Expense Report Expense Report Details Nancy Davis Report ID NEXT General Information Report Description Mileage Feb 2006 Employee Base Office Business Purpose Ot
11. EN fy buch viewing later Delete Cookies Delete Files Settings History The History folder contains links to pages You ve visited for quick access to recently viewed pages Days to keep pages in history 20 Clear History Colors Forks Languages Accessibility coed 1 Step 5 Click OK Delete Cookies Delete all cookies in the Temporary Internet Files Folder 5 3 2006 Step 6 Click Delete Files Internet Options General Security Privacy Content Connections Programs Advanced Home page A You can change which page to use for your home page Address http fon ser net Use Current Use Default Use Blank Temporary Internet files Pages pon view on the Internet ged in a special folder for quick viewing later Delete Cookies A Delete Files Settings History The History folder contains links to pages you ve visited for quick access to recently viewed pages Days to keep pages in history 20 Clear History Colors Fonts Lanquages Accessibility Step 7 Click a checkmark into the box labeled Delete all offline content Delete Files AN Delete all Files in the Temporary Internet Files You can also delete all your offline content stored all offline content Step 8 Click OK Delete Files AN Delete all files in the Temporary Internet Files You can also delete all your offline content stored l
12. IN D Sout Zi 0 00 Mileage IN SD County 0 00 Mileage Ih SO County 0 00 Mileage IN SO County 0 00 Mileage IN SD County 0 00 Mileage Ih SO County 0 00 Mileage IN SO County 0 00 Mileage Ih SD County 0 00 Mileage Ih SO County 0 00 Mileage IN S0 County 0 00 time Mileage IN SD County 0 00 Mileage IM SO County 0 00 NOTE You don t have to update all entries during the same session You can do as many as you want and then Save For Later You can then choose to finish at another 5 3 2006 25 Step 14 After you have completed updating all the day entries for the entire report or as many as you want right now click Done in the lower left corner of the page Conversion Rate 1 00000000 Default Rate Amount 68 10 Usp Update Expense Type z Add Copy Current Expense Done le Step 15 At this point you can either Save For Later and come back to the report another time or you can Submit For Approval if you are ready to submit the report Remember once you submit the Expense Report you cannot edit it anymore d mif Crenits Total Cash Advances Total Due ear Le Save For Later Submit For Approval Modify Report information SOCS Expense Rules Populate From by Wallet Apply Cash Advances Explanation of Totals Step 16 In this example we chose to Save For Later Either way you must click OK until you are returned to the Expense Report You may print out a copy if you wish or simply log o
13. employee must setup their Chartfield String This allows for the proper accounting of their travel expenses This is a one time setup For most employees it does not need to be repeated each time an employee submits a travel authorization or expense report However there is an exception to this If an employee works for one Department but is paid or reimbursed from a different Department there is one additional task the employee must do on each and every travel authorization and expense report Namely the employee must double check the Chartfield string via a different navigation than what is explained in the Step by Step instructions below This additional task is explained later in this manual It is called Default Accounting Enter Your Budget Information Example Exercise Step by Step One Time Chartfield Setup The following Steps show how to set up your Chartfield string This string of numbers tells the district which budget account to use to pay for your travel amp expenses Once you enter the string of numbers and save it the string will stay put whether you shut down the computer or not You can change the Chartfield string at any time The only exception to this is mentioned in the paragraph above and will be covered later under the Default Accounting section of this manual Step 1 Navigate to the One Time Chartfield page Travel amp Expenses gt Employee Information gt Updated Chartfields Menu gt Empl
14. harmless But if you ignore them they pile up every time you use the Internet They can pile up so much that it can cause your computer to perform sluggishly or even start to get weird error messages that make no sense So it s important for you to clear out all the cache files every day to make room for the new ones that will come in The following steps walk you through the procedure for clearing cache files Clear Cache Files Example Exercise Step by Step Clear Cache Files 8 Internet Launch Microsoft Internet Explorer Explorer It makes no difference which web site or web page 1s displayed on your screen Step 2 Click Tools on the menu bar at the top of the screen 3 San Diego City Schools San vega Unified School District OF ch SCH 3 5 3 2006 34 Mileage Step 3 Click Internet Options on the Tools menu E San Diego City Schools San Diego Unified School District Official Home Pa Fie Edit View Favorites Tools Help de Back mb 4 3 Mail and News res iedia 4 SCH Search the Web ate arch Address El h Step 4 Click Delete Cookies on the General menu Internet Options General Security Privacy Content Connections Programs Advanced Home page E You can change which page to use for pour home page Address htip Zum sandi net Use Current Use Default Use Blank Temporary Internet tiles sy Fagge view Meg Internet are stored in a special folder
15. the approver you want to approve this Expense Report When done click OK Step 8 Click Continue Step 9a Default Accounting For This Expense Report Nancy Davis Report ID NEXT Accounting Summary GL ChartFields 1 eee GLU DeptiD Resource ZU program Class Fund Extended ec Ref 100 00 SDUS 0003 a 00000 a a 1000 a 4410 a oi o00 Q 0000 a L Add Spee Nancy Davis Report ID Report Description Mileage April 2005 Example Trip to New York Business Purpose Other written desc required e Default Location SAN DIEGO a Reference oo Comment Mileage Report April 1 30 2005 Travel to various district sites to conduct training classes and or to attend required meetings Continue l Go To Default Accounting For This Expense Report Required Field Step 8 brought you into the Expense Report Details page illustrated below 5 3 2006 Create Expense Report E Expense Report Details Mancy Davis Report ID NEXT General Information Report Description Mileage April 2005 Employee Base Office Business Purpose Ctherwritten desc required Reference Add Expense Expense Type Expense Line Items Customize Find HE Expense Type Merchant Amount Currency 0 00 USD Save ForLater Submit For Approval Modify Report Information SDGS Expense Rules Populate From My vWalbet Apply Cash Advances Explanation of Totals Print Document Return to Transaction Start 10 Step 9
16. training materials please go online to http www sandi net peoplesoft On this website click the Read amp Learn link on the left side That brings you to a page where you can click and print out many different job aids and manuals 2 If you need more help than what the training materials provide the second thing you can do is attend an Open Lab session Open Lab is a free help clinic provided for all district employees who have already completed the related training class Open Lab is held on a regular basis At Open Lab you can receive individualized one on one assistance from the Travel amp Expenses instructor with any problems or questions you may have while using the Travel and Expenses software Open Lab is a first come first served arrangement No appointments are taken Just show up and bring your work and all pertinent information with you For details on when and where Open Lab takes place the schedule 1s posted every month on the district s DWA web site please go online to http www sandi net peoplesoft On this website click the Training link on the left side That brings you to a page where you can find the Open Lab schedule as well as other information about training classes 3 After you have done Steps and or 2 above if you still feel you need further assistance please contact the appropriate Travel z Expenses expert As of the printing of this manual there 1s a list of Accounts Payable st
17. values Find an Existing Value Add a Mew Value y Search by ReportID sl begins with Search Advanced Search Find an Existing Value Add a New Value Step 3 If the screen shown here does not appear skip ahead to Step 4 If this screen does appear it means that someone else has authorized you in the system to create and submit Expense Reports 5 3 2006 18 on h her behalf If so then you must choose to create this Expense Report either for yourself 1f you went on the trip or for the other person 1f h she went on the trip Type the correct person s Employee ID number in the EmplID textbox Then click Add Expense Report Find an Existing Value Y Add a New Ya Add Find an Existing Value Add a New Value Step 4 Choose Use a Template and click Continue Create Expense Report Choose a Creation Method Nancy Davis C Open a Blank Expense Report Copy From Existing Report C Copy From Travel Authorization e Usea Template ge Continue Step 5 Ignore the Use Existing Template area since you are going to create a new template for yourself Click a checkmark into the box on the left side labeled Mileage IN SD County Also click a checkmark into the box to the right labeled Daily See Illustration on Next Page 5 3 2006 19 Mileage Create Expense Report E Use a Template Nancy Davis Report ID MEXT You can select from an existing template ether public or private with which to popul
18. 005 0 00 USD Split TN WM 04 08 2005 0 00 USD Set El TN Hen 04 09 2005 0 00 USD Split T ea LEL 04 10 2005 0 00 USD Sit E re GA 04 11 2005 0 00 USD soit El TT EL 04 12 2005 0 00 USD Sa El A ae 04 13 2005 0 00 USD Soit El a LEL 04 14 2005 0 00 USD Sot E TR SE 04 15 2005 0 00 USD Set El GE Men 04 16 2005 0 00 USD Split E SE Jh 0471712005 0 00 USD Sot El TN HEL 04 18 2005 0 00 USD Sait El Ee CL 04 19 2005 0 00 USD Set El ae Udo 04 20 2005 0 00 USD Sit E Ee EE 04 21 2005 0 00 USD soit El m LEL 04 22 2005 0 00 USD Solt El SE MS 04 23 2005 0 00 USD Split 7 A le 04 24 2005 0 00 USD Sit E TN GE 04 25 2005 0 00 USD Seit 2 TES MS 04 26 2005 0 00 USD Spit E a ES 04 27 2005 0 00 USD Sot El TR LEL 04 28 2005 0 00 USD Slit E UE ch 04 29 2005 0 00 USD Set 2 Total Employee Expenses 0 00 USD Total Personal Expenses 0 00 USD Total Prepaid Expenses 0 00 LSO Total Employee Credits 0 00 LSO Total Vendor Credits 0 00 LSO Total Cash Advances 0 00 LSO Total Due Employee 0 00 USD Total Due Vendor 0 00 Usb Save For Later Submit For Approval Mileage Step 10b After you have deleted all the unnecessary day entries you must edit and update each individual entry Begin by clicking on the first entry in this example we will click on April 1 Expense Report Details Nancy Davis Report ID NEXT General Information Report Description Mileage April 2005 Employee Base Office Business Purpose Other writ
19. 05 g Save is Hew Template Hew Template APR MILE Description April 05 Mileage Continue lt q Step 8 This next screen is the General Information page Here you must fill in the fields with the details about this Expense Report Then click the link Default Accounting For This Expense Report at the bottom General Information Nancy Davis Report ID Report Description Mileage April 2005 Example Trip to Mew Yorki Business Purpose Otherwritten desc required Default Location San Diego a Reference Comment Mileage Reporttor April 1 30 2005 Travel to various district sites to cond Continue GoTo Default Accounting For This Expense Report Required Field Step 8 This next screen displays the Chartfield string for this Expense Report Itis VERY IMPORTANT that you verify each Chartfield from DeptID through Extended you must make sure that all the budget code numbers are entered correctly into each Chartfield Please pay SPECIAL ATTENTION to the DeptID Chartfield and make sure it is correct so that the appropriate Dept Approver receives this Expense Report to approve it When you are finished updating the Chartfields here click OK See Illustration on Next Page 5 3 2006 21 Default Accounting For This Expense Report Nancy Davis Report ID NEXT Accounting Summary GL ChartFields 4 Y Projects ChartFields Gi GL Unit Deptib Resource Bud Program Class Fund
20. Extended Project 5 ri Ref rund 100 00 sDUSC Q 0003 00000 ON on Q 1000 a 1410 a 01000 bono a Add Refresh D E Gp Step 9 Click Continue BUsiness Purpose A as TT Cl Pte PEST Hite Default Location SAN DIEGO C Reference Comment Mileage Report tor April 1 30 2005 Travel to various district sites to conduc training classes and or to attend required meetings Continue Ga To Default Accounting For This Expense Report Required Field Step 10a The next screen you come to is the Expense Report Details page Notice that there are daily entries for every day in April including weekends You must go through and delete the weekend days as well as any other days when you did not incur eligible mileage You can delete an entry by clicking its minus button on the right side See Illustration on Next Page 5 3 2006 22 Mileage 5 3 2006 Sa Expense Report Details Nancy Davis General Information Report Description Mileage April 2005 Employee Base Office Business Purpose Ctherwritten desc required Reference Add Expense e Add Report ID NEXT Expense Type Expense Line tems Amount Currency Split Expense Type Date Merchant TER ae 04 01 2005 0 00 USD Sot Ge Men 04 02 2005 0 00 USD Sot E Ge Jh 04 03 2005 0 00 USD Split e LEL 04 04 2005 0 00 USD sit Ei e DLEE 04 05 2005 0 00 USD Sat El aa He 04 06 2005 0 00 USD Sit ee E 04 07 2
21. If you are sure the report is ready for approval click OK If not click Cancel to return to the report where you can finish it or log out Create Expense Report Submit Confirmation Nancy Davis y Do you really want to submitthis Expense Report OK Cancel Step 12b Click OK to confirm Create Expense Report Submit Confirmation Nancy Davis Y The Submit was successful You are brought back to the report s main page where you can log out 5 3 2006 32 Tips amp Tricks for Expense Reports Don t Get Logged Out Unexpectedly If you think it might take you longer than 15 minutes to complete an Expense Report take these steps to ensure the system won kick you out unexpectedly which can cause you to lose the Expense Report e After you log into PeopleSoft and after you click the Financials Supply Chain link go back to the portal page where you signed in and close that window by its X button in the upper right corner e As soon as you complete one expense line entry click Done and then click Save For Later That is the only way to save your Expense Report so you can go on working on it without risking losing it Be as Complete as Possible Include all pertinent details for each and every expense line in the Expense Report Don t assume you can abbreviate or take shortcuts You may end up having the report denied which means a delay since you will have to either edit it or resubmit it or start all ov
22. Later Steps 15a d show how to Submit for Approval Amount Spent 4 05 Total Due Employee Conversion Rate 1 00000000 EG Tatal Due S endor Default Rate Copy Current Expense Step 14a The last step clicking Done brought you back to the Expense Report Details page If you want to save your work and keep working or if you want to save your work log out and pick up where you left off at a later date click Save for Later at the bottom of the page See Illustration on Next Page 5 3 2006 13 u Me County Mileage IN SD Sp 4042005 Total Employee Expenses Total Personal Expenses Total Prepaid Expenses Total Employee Credits Total Vendor Credits Total Cash Advances Total Due Employe Total Due Vendor Save ForLater Submit For Approval Goa To Modify Report Information SDCS Expense Rules Populate From tly wallet A pad E ala IES Step 14b The last step brought you to the Save Confirmation page Click OK Create Expense Report Save Confirmation Nancy Davis de The Save was successful A Step 14c The last step saved your Expense Report and brought you back to that report s Expense Report Details page At this point you can either elect to keep working on the report or you can safel log out of the system When you log back in next time you will be able to locate this report and pick up where you left off It s a good idea to scroll down to the Expense Rep
23. Mileage SDCS PeopleSoft Training Financials May 2006 Table of Contents Introduction and General Information ccssssccccssssssccccsssssccccessssccccsssssees 3 How to Log Into PeopleSoft to do Mileage Expense Reports ssssssccees 3 Chartheld SetuP ia 4 Enter Your Budget Information Example Exverctse 4 Authorizing Other Employees to Create Travel Authorizations amp Expense IGEDOFts on Your BONA ieiisie cedocecscesseccbcecsesscdecdaveetevededcueddcockseuvestecadvessececscissvesseus 5 Have Someone Else Create amp Submit Your Travel Reports For You Example Exercise 5 Mileage Expense Reports ii anatona onana aoaaa eae das aip aade 7 Mileage Within San Diego County Creating an Expense Report from a Blank Form EXI EEx ote 7 Delete a Single Day Entry from a Mileage Expense Report Example Exercise 16 Mileage Within San Diego County Using A Template Example Exercise 18 Mileage Within San Diego County Copy from an Old Existing Report Example Exercise Pe o eE O beanie ests Zi Tips A Tricks for Expense Reports ccccccccsssssssssscscccccccssssssssscccccssssessssees 33 Maintain the Best PeopleSoft Connection cccccssssssssssccccccccssssssssssees 34 Clear Cache Files Example e 34 Support Howto Find Halte 38 5 3 2006 2 Mileage Introduction and General Information Many employees can get reimbursed
24. aff members who can assist you Please find your designated contact person from this list It begins here and ends on the next page ACCOUNTS PAYABLE VENDOR ASSIGNMENTS EFFECTIVE 04 03 06 Vendors are assigned to A P staff alphabetically by the payee s last name or company name Employee Travel Authorizations and Expense Reports with receipts are assigned to A P staff alphabetically by the traveler s last name Employee Mileage Reports are assigned to A P staff by the last 2 digits of the employee s six digit employee number Abe Caluza 725 7771 Nancy Miraflor 725 7766 Mi Mz Ph Pz Mileage emp id s 85 92 San Diego Q U V X Z Mileage emp id s 53 60 Water Sewer Utility Procurement Card 0002 Hours 7 00 3 30 Hours 7 30 4 00 icaluza sandi net nmiraflor sandi net 5 3 2006 38 Cindy Stephens 725 7763 C D L Mileage emp id s 00 06 Procurement Card 0050 Hours 7 30 6 00 Tue Fri cstephens sandi net CoCo Velazquez 725 7759 Ma Mh T Mileage emp id s 07 14 Procurement Card 0020 Vendor set ups Hours 6 30 5 00 off Thur svelazquez1 sandi net Cordae Auld 725 7770 Bi Bz G Mileage emp id s 23 29 Procurement Card 0003 Vendor set ups Hours 7 00 5 30 Tue Fri cauld sandi net Kathy Herman Albrektsen 725 7757 A J Mileage emp id s 46 52 Hours 5 15 2 45 off every other Friday kherman albrektsen sandi net Kitty Jackson 725 7751 N R Whoo s Smart Mileage emp id s 15 22 Pro
25. ate Using a Template allows you to enter in a range of days for the Expense report e g a range of 6 1 04 6 30 04 would provide 30 lines for recording your daily travel Once you create and save the template you can use it to create and submit Expense Reports any time you wish You would have to edit update each Expense Report you create with current details Step 1 Navigate to the Expense Reports home page and start a new Expense Report by clicking Create Update Add to Favorites New window Help Customize Page nta E My Favorites m Employee Self Service Travel and Expenses Expense Report b User Preferences Travel amp Expense Home Travel Authorization ze E e SEH Travel and Expense Cash Advance gt S KL 3 Expense Report Review Payments Create Update i Delete Print Review Expense History Createpdate View Expense Remove an Print a hardcopy Review Profile an Expense Reports that have Expense Report of an Expense gt Manager Sel Service Report and already been from the expense Report b vendors submit it for submitted system gt Purchasing approval or save E Inventory for further work E eProcurement E Travel and Expenses LG Commitment Control b General Ledger Return to Travel and Expense Home Set Up Financials Supply Chain Step 2 Click Add a New Value Expense Report Enter any information you have and click Search Leave fields blank for a list of all
26. ate this transaction You can then select a date range that you would like to use to apply to this transaction and whether you would like to have an entry of that expense type for each day in the date range Your options can be saved as a new private template by providing a name and description for the new template Use Existing Template Type of Template Public Template Options Expense Type Altfare Airfare Exchange Fee Business Phone Call Car Rental Community Based Instruction ConferencefReg Fee NOT in SD Conference Reg fee 50 County Daily Vehicle Rental M amp O Only Fuel for Rental Car Lodging Meals Mileage IN SO County Mileage OUT of SD County National Board Certification Parking Outside SD County ORL O a EC O 0 O 0 O 0 IER 0 gL Parking 50 County Step 6 At the bottom of the page enter the Date Range you wish to have on the template The district s Accounts Payable department requires that you create a separate Mileage Expense Report for each month you wish to claim In this example we chose the month of April Ci Wizard Do Notse Ci Wizard Miscellaneous Date Range From 0410112005 04 30 2005 Save As Hew Template Hew Template Description continue Step 7 In the Save As New Template area enter a New Template name and a Description for the template Then click Continue See Illustration on Next Page 5 3 2006 20 Date Range From 0401 2005 51 4 04 30 20
27. b Click the Expense Type drop down menu to see the choices you have These are the eligible expenses for which the district will pay or reimburse Choose Mileage IN SD County Then click Add This will add a single day s entry for mileage onto the Expense Report Expense Type Daily Vehicle Rental M amp O Only Fuel for Rental Car Expense Type Date Lodging Amount Curr Meals l 0 00 USO Expense Line tems Cu tornize 4 cave For Later SUN Mileage OUT of SD County Mational Board Certification Go To todify Report Infq Parking Outside SD County Parking SO County Populate From Wy Personal Phone Call HEJ Apply Cash Adva Explanation of Totals Print Document ketura to Transaction Start Step 10a On the Add Expense Mileage in SD County page you must enter all the details for a day s worth of eligible travel and Update the page The left side of the page is where you enter information into the individual fields The right side of the page shows a running balance summary for the Expense Report See illustration for Step 10b e Expense Date Enter the date for a single day for which you want to claim mileage It must be within the date range you entered on the General Information page earlier e Payment Type For mileage always choose Not Applicable e Billing Type This should always remain Internal e Miles Enter the total number of eligible miles you drove that day Eligible miles are g
28. clicking Create Update Navigation Employee Self Service gt Travel amp Expenses gt Expense Report gt Create Update e eS eN New Window Help Customize Pagg gt My Favorites Travel and Expense gt Employee Self Service gt Travel and Expenses Expense Report gt User Preferences Travel amp Expense Home Travel Authoriz EN Review Payments Create Update View Delete Print Review Ex gense History Create Update View Expense Remove an Print a hardcopy Review Profile an Expense Reports that have Expense Report of an Expense gt Manager Self Service Report and already been from the expense Report submit it for submitted system approval or save for further work gt General Ledger Return to Travel and Expense Home 5 3 2006 7 Step 2 Click Add a New Value Expense Report Enter any information you have and click Search Leave fields blank for a list of all values Find an Existing Value Add a New Value _ Add a Mew Value Search by Feport ID sl begins wi Search Advanced Search Find an Existing Value Add a Mew Value If the screen shown here does not appear skip ahead to Step 4 If this screen does appear it means that someone else has authorized you in the system to create and submit Expense Reports on h her behalf If so then you must choose to create this Expense Report either for yourself 1f you incurred the mileage or for the other person if h she incurred the mileage
29. curement Card 0040 Hours 5 15 2 45 off every other Fri cjackson1 sandi net Kristina Rucker 725 7767 Open distribute scan mail gas electric ASB 1099 data compilation filing assist A P techs Hours 7 00 3 30 krucker sandi net Magda Henein 725 7760 E K Gas Credit Cards Mileage emp id s 30 37 Procurement Card 0042 Local Telephone Hours 6 30 4 00 off every other Friday mhenein sandi net Margaret Gomes 725 7768 F Supt of Schools Mileage emp id s 38 45 Procurement Card 0030 Hours 7 00 3 30 mgomes sandi net 5 3 2006 Phuong Pham 725 7761 H W except Whoo s Smart Mileage emp id s 61 68 Cell Phones Hours 7 30 4 00 pphamOsandi net Sandy Davis 725 7756 Supervisor Hours 7 30 4 00 sdavis sandi net Sandy Deck 725 7755 Accountant Lead Person Hours 7 30 4 00 Mon Wed Fri 7 30 4 30 Tue Thu sdeck sandi net Stephanie Trump 725 7765 O Pa Pg Mileage emp id s 69 76 Procurement Card 0010 Vendor set ups Hours 8 00 6 30 off Wednesdays strump sandi net Tina Jair 725 7764 Sk Sz except Supt Of Schools Mileage emp id s 77 84 Long Distance Procurement Card 0041 Hours 7 30 5 00 off every other Thu tjair sandi net Valerie Hall 725 7758 Ba Bh Sa Sj Mileage emp id s 93 99 Hours 9 00 5 30 vhall sandi net Vacant 725 7671 39 5 3 2006 NOTES 40 5 3 2006 NOTES 41
30. enerally those driven between district sites only not to or from your home e Calc Mileage This button is optional You can click it now to see how much money you will be reimbursed for this day but clicking the Update button does the same thing e Description It is very important for you to type all pertinent information here Where you went that day and the odometer readings on the vehicle you used that day o NOTE The odometer readings must match up with the total number of eligible miles you entered o EXCEPTION If you drove your car on personal business during that day exclude those miles from the Miles textbox but include those miles in the odometer readings Also include a brief explanation in the Description box 5 3 2006 11 o EXAMPLE You drove a total of 35 miles while working In between you drove an additional 3 miles to go to lunch at a restaurant When you began your working day your odometer was at 40 500 When you ended your odometer was at 40 538 So for that day s entry you would put 35 for the Miles and the odometer readings would be Began odo 40 500 End odo 40 538 Your Description would read From Point A to Point B to lunch to Point C etc e Personal Expense No Receipt Leave both of these checkboxes blank Step 10b When done click Update Add Expense Mileage IN SD County Nancy Davis Report ID NEXT Please fill in the following fields for this expense transaction You can t
31. er Verify Chartfields on Each Report In the beginning of every Expense Report you create as soon as you arrive at the General Information page you should ALWAYS verify your Chartfield string budget code numbers Do this by going to the bottom of the page and clicking the link Default Accounting For This Expense Report It will take you right to the Chartfield page Make sure that all budget code numbers are entered correctly in the Chartfields especially the DeptID code Then click OK This procedure can save you enormous headaches later on it prevents the Expense Report from being sent to the wrong approver and it ensures that the proper budget is used Save Your Work After completing the first expense entry in any Expense Report and clicking Update go ahead and click Done to get out to the Expense Report Details page Then click Save For Later This procedure saves your report and prevents you from losing it in case your computer crashes or logs you out unexpectedly You should save your work in this way every five minutes or so just to be safe Complete Mileage Entries with All Details Be sure to include all necessary details and information when you fill in the Description fields for your day entries on Mileage Expense Reports Include your destinations and your odometer readings If you leave anything out your Expense Report will be denied and your reimbursement check will be delayed No Future Dates on Expense Reports
32. from the district for eligible mileage incurred on their own private vehicles Generally this means that if your supervisor requires you to use your own vehicle to accomplish a work task you can get reimbursed for the mileage To get reimbursed you must create and submit an Expense Report that contains only mileage expenses If you want to get reimbursed for mileage incurred within San Diego County you do not need prior authorization Travel Authorization If you want to get reimbursed for mileage incurred outside San Diego County you will need to submit a Travel Authorization prior to the travel Please see the Travel amp Expenses Manual chapter on creating Travel Authorizations How to Log Into PeopleSoft to do Mileage Expense Reports e Launch Microsoft Internet Explorer e Go to https dwa sandi net e Enter your User ID 6 digit Employee ID number If you don t know it ask your supervisor or just look on your paycheck stub e Enter your personal DWA password You must create one the first time you use PeopleSoft Please see the Job Aid Setting Up Your DWA Password e Click Sign in e On the next page portal page click Financials Supply Chain 8 4 e On the next page in the main menu on the left click Employee Self Service or Travel and Expenses depending on what you want to do 5 3 2006 3 Chartfield Setup The 1 time an employee submits a travel authorization or expense report the
33. hen add additional expense items if desired atthe Current Expenses 04 01 i2005 EJ Date Type Amount 04 01 05 Mileage IN SD County 9 32 bottom ofthis page or return to the main page by pressing Done About This Expense Expense Date Payment Type Billing Type Miles Description Not Applicable E Internal 23 x 04050 Calc Mileage From Mission Bay High to a Gompers Jr High to Adams e Tl Personal Expense No Receipt Total Employee Expenses Total Personal Expenses Total Prepaid Expenses Total Employee Credits Total endor Credits Total Advance Applied Amount Spent Conversion Rate V Default Rate Amount E Update Expense Type y Copy Current Expense SS USD A Total Due Employee Ss Total Due Vendor 100000000 EZ Done Below is an example of how the details of the Description textbox should look From Mission Bay High to Gompers Jr High to Adams Elementary 35 204 35 227 Destinations Odometer showing total mileage from first destination through final destination Step 11 To add another day s entry to your Mileage Expense Report go to the bottom of the page and click the Expense Type drop down list again Choose Mileage IN SD County and then click Add Amount Spent 9 32 uso a 100000000 ER amp F Default Rate USO Update Conversion Rate Daily Vehicle Rental WT Fuel for Rental Car Parking Outside SDO C
34. her written desc required Reference Expense Type Add Expense Line tems Customize Find S Expense Type Date Merchant Amount Currency Split Mileage IN SD E COUA 02 01 2006 10 13 USD Split Mileage IM SD Gg O2022006 20 25 USD Split Mileage IM SD Gem 02 03 2006 6 89 USD Split Mileage IN SD Ar O206 2006 17 01 USD Split Mileage IM SD EIS O20 712006 6 08 USD Split Total Employee Expenses 60 36 LISO Total Personal Expenses 0 00 LISO Total Prepaid Expenses 0 00 USD Total Employee Credits 0 00 USD Total Wendor Credits 0 00 LISO Total Cash Advances 0 00 LISO Total Due Employee 60 36 USO Total Due Wendor 0 00 LISO Save For Later Submit For Approval Step 2 Find the day you wish to delete within the Expense Line Items list Do NOT click on the Mileage in SD County hyperlink Step 3 Click on the minus sign button that corresponds to the day you wish to delete Step 4 When you see the confirmation box appear click OK Microsoft Internet Explorer K Delete current selected rows from this page The delete will occur when the transaction is saved ung Now you can continue to submit the Mileage Expense Report normally 5 3 2006 17 Mileage Within San Diego County Using A Template Example Exercise The following steps walk you through how to create an Expense Report for Mileage within San Diego County using a Template that you cre
35. is Nancy Step 4 In the blank ID box type the Employee ID number for the person you want to create and submit travel authorizations and expense reports on your behalf For example if you are a teacher you would enter the ID for the office person Authorized User ID Name 100130 A Davis Nancy 108504 ee A 5 3 2006 6 Step 5 Click the Save button in the lower left area of the page After that make sure that the person s name appears next to the box where you typed h her ID number Authorized User ID Name 00130 Q Davis Nancy 108504 G Brings Judith T You are done You may now log out of PeopleSoft The person you added can now sign into PeopleSoft Financials themselves to create and submit travel authorizations and expense reports on your behalf with your name attached to them Mileage Expense Reports To get reimbursed for eligible mileage you incur on your own private vehicle you must create and submit an Expense Report whose only expenses are for Mileage If you want to get reimbursed for mileage within San Diego County it does not require authorization prior to incurring the expense Mileage Within San Diego County Creating an Expense Report from a Blank Form Example Exercise The following steps walk you through how to create an Expense Report for Mileage within San Diego County Step 1 Navigate to the Expense Reports home page and start a new Expense Report by
36. o Parking SO County ie Ce ote CU eg 5 3 2006 12 Step 12 An additional day entry has been added to the running balance You must now complete the fields textboxes on the left side of the page with the required details for the new day of mileage Don t forget to click Update when vou re done Add Expense Mileage IN SD County Nancy Davis Report ID NEXT Please fill in the following fields for this expense transaction You can then add additional expense items if desired atthe bottom of this page or return to the main page by pressing Done About This Expense Current Expenses Expense Date EJ Date Type Amount Payment Type y 04 01 05 Mileage IN SD County 9 32 Billing Type Internal v Mileage IN SD County 0 00 Miles x 0 4050 Calc Mileage Total Employee Expenses 9 32 Description Total Personal Expenses 0 00 K Total Prepaid Expenses 0 00 Personal Expense No Receipt Total Employee Credits 0 00 Total Yendor Credits 0 00 Total Advance Applied 0 00 Amount Spent 0 00 usb Q 7 PR gt Total Due Employee 9 32 Conversion Rate 1 00000000 SES Total Due Wendor 0 00 V Default Rate Amount 000 USD Update Expense Type y Add Copy Current Expense Done Step 13 When you are ready to either Save for Later or Submit for Approval click Done in the lower left corner of the Add Expense Mileage in SD County page Steps 14a c show how to Save for
37. o get into the details page of any given day entry just click on that day in the running balance list on the right side About This Expense Expense Date oso 212005 Payment Type Mot Applicable E Billing Type Internal e Miles 35 0 4050 Calc Mileage Description From Smith Elementary to Jones High School and back FT Personal Expense No Receipt Amount Spent 14 18 EEDEN Conversion Rate 1 00000000 Ez I Default Rate 1418 USD Update Add Another Expense 5 3 2006 Current Expenses Date Amount 0500205 Mileage IN SD County 14 16 0404 05 Mileage Ih SD County 4 05 Employee Expenses otal Personal Expenses Total Prepaid Expenses Total Employee Credits Total Vendor Credits Total Advance Applied Total Due Employee Total Due vendor 30 Remember to click UPDATE after editing each day entry When you are finished click Done Amount 1418 U Expense Type bal Copy Current Expense Dome hm Step 10a When you clicked Done you were brought back to the Expense Reports Details page Now is the time for you to add more day entries to the report or to delete any day entries you do not want To delete an entry click on its minus button on the right side and then click OK to confirm the deletion To add a new day entry choose Mileage IN SD County from the Expense Type drop down list Then click Add Expense Type ConferencefReg fee SD Count
38. ocally 5 3 2006 36 Step 9 Click the big OK button at the bottom Internet Options General Security Privacy Content Connections Programs Advanced Home page LA You can change which page to use for your home page Address http Aman sandiinet Use Current Use Default Use Blank Temporary Internet files Pages you view op the Internet are stored in a special folder for quick viewing later Delete Cookies Delete Files Settings History The Histigy folder contains links to pages you ve visited for quick ace les to recently viewed pages Daye to keel pages In history 20 Clear History Colors Fo bs Languages Accessibility OF Cancel Apply Step 10 Close your browser window Microsoft Internet Explorer Re launch it when you are ready to resume working on the Internet This last step will refresh the browser and make 1t completely clean 5 3 2006 37 Support How to Find Help NOTE DO NOT call the IT Help Desk They do not offer support on any PeopleSoft applications You have several ways to get help with using the district s PeopleSoft Financials Travel amp Expenses software Your support options are listed and explained here in the order of how you should proceed 1 First you need to carefully read or re read your training materials user manual job aids Most questions can be answered there To print out copies of
39. ort Status area at the bottom to view the information found there See the illustration for Step 15d Step 15a If you are ready to submit the Expense Report now you can do so by clicking Submit for Approval after you click the Done button Step 13 See Illustration on Next Page 5 3 2006 14 Step 15b ET Siht HET Total Prepaid Expenses Total Employee Credits Total Vendor Credits Total Cash Advances Total Due Employee Total Due Vendor Save For Later Submit For Approval Go To Modif Report Information SOCS Expense Rules Populate From bly wallet Apply Cash Advances Explanation of Totals Pript Document Y ou are asked if you really want to submit the report Remember that if you click OK at this point you are submitting the report for approval and you CANNOT retrieve it or edit it after that If you re ready click OK Step 15c Create Expense Report Submit Confirmation Nancy Davis Y Do vou really wantto submitthis Expense Report Cancel OK You will see the Submit Confirmation page Click OK again 5 3 2006 Create Expense Report Submit Confirmation Nancy Davis Te The Submitwas successful 7 15 Step 15d You are returned to the Expense Report Details page If you scroll down to the bottom you can view the information found in the Expense Report Status area You can log out at this time Expense Report Status Routing Name Status
40. oyee Sel Service b Manager SelftService C Vendors Purchasing C Inventory t eProcurement i Default CharntField Values Travel and Expenses GL ChartFields 1 Employee Information Update Chartfields GL Unit Department Resource gt Budget Check b Commitment Control Ei a C General Ledger t Set Up Financials Supply Chain 5 3 2006 4 RA MN IN 1 CA OH y A INIUIIKOZK Step 2 Enter your department s accounting information into the Chartfield string textboxes If you don t know what numbers to enter please check with your department s secretary financial clerk or principal department head You can also ask the budget analyst Upon completing the Chartfield string click Save in the lower left corner Default ChartField Values GL ChartFields 1 Sal ud GL Unit Department Resource fia PS Program Class Fund Extended Projey a Cie af af Nap a Enter your Department s Chartfield budget numbers here El Save Authorizing Other Employees to Create Travel Authorizations amp Expense Reports on Your Behalf An employee may authorize another employee to create Travel Authorizations or Expense Reports on his her behalf An example would be a teacher authorizing the main office Financial Clerk or Administrative Assistant to create a Mileage Expense Report on the teacher s behalf Have Someone Else Create amp Submit Your Travel Reports For You
41. se Mileage IN SD County details page for that day s entry You must edit all pertinent information in the fields on the left side Then click Update Add Expense Mileage IN SD County Nancy Davis Please fill in the following fields for this expense transaction You can the bottom of this page or return to the main page by pressing Done About This Expense Expense Date 04 01 2005 a gt Payment Type Not Applicable y Billing Type Internal y Miles 23 x 0 4050 Calc Mileage Description From Mission Bay High to a Gompers Jr High to Adams A T Personal Expense No Receipt About This Expense Expense Date 05 02 2005 Tag Payment Type Not Applicable DI Billing Type Internal y Miles Description Amount Spent Conversion Rate 100000000 ES Amount 9 32 USD Update Add Another Expense Expense Type DI 35 x 0 4050 Calc Mileage From Smith Elementary to a ones High School and back A do Receipt Ta SDa 7 Default Rate Add The results of the update are shown in the running balance on the right side of the page Current Expenses Total Personal Expenses Total Prepaid Expenses Total Employee Credits Total Vendor Credits Total Advance Applied Total Due Employee Total Due endaor Amount 14 18 4 05 Step 9 You must continue to edit and update each day s entry of the report T
42. ten desc required Reference Expense Type Expense Line tems Expense Type Date Merchant Amount Currency Conny a 28012008 0 00 USD Split E TS 04 05 2005 0 00 USD spit S GE 04 07 2005 0 00 USD Split El GE 04 08 2005 0 00 USD split El V GE 04 11 2005 0 00 USD suit EE Sen 04 13 2005 0 00 USD san E GE 04 18 2005 0 00 USD soit Ed Gen 04 20 2005 0 00 USD split gt MER 04 21 2005 0 00 USD sot E TN 04 25 2005 0 00 USD Split El e CEP PO 04 26 2005 0 00 USD split TN 04 28 2005 0 00 USD san E3 A as a 0 00 USD o split Gu Step 11 The last step brought you into the Add Expense Mileage in SD County page for the day of April 1 2005 On the left side of the screen are the fields you must fill in with the details of your mileage for that day On the right side of the screen you see the running balance of the entire Expense Report It reflects any changes you make after you update a day entry Go ahead and fill in the details for April 1 See Illustration on Next Page 5 3 2006 24 Add Expense Mileage IN SD County Nancy Davis Please fill in the following fields for IS bottom of this page or return toetfe main page by pressing agne About This Expense Expense Date Payment Type Billing Type Miles Description Amount Spent Conversion Rate Step 12 0470172005 3 NotApplicable E 37 x 0s0s0 Calc Mileage monroe Jr High to Ed Center Ronin adn SA 177 de
43. ut Create Expense Report Save Confirmation Nancy Davis b The Save was successful xj 5 3 2006 26 Mileage Within San Diego County Copy from an Old Existing Report Example Exercise The following steps walk you through how to create an Expense Report for Mileage within San Diego County by copying from a previously created Expense Report and simply changing or updating the information This approach may save you time 1f the report you are creating needs to be quite similar to a past report Step by Step Create a Mileage Expense Report from an Old Existing Report Step 1 Navigate to the Expense Reports home page and start a new Expense Report by clicking Create Update Travel and Expense Employee Self Service Travel and Expenses Expense Report b User Preferences Travel amp Expense Home Travel Authorization SE e ZE Cash Advance o EN Expense Report Review Payments CreatelUpdate View Delete Print Review Expense History Create Update View Expense Remove an Print a hardcopy Review Profile an Expense Reports that have Expense Report of an Expense b Manager Got Service Report and already been from the expense Report gt Vendors submit it for submitted syster b Purchasing approval or save P Inventory for further work gt eProcurement gt Travel and Expenses gt Commitment Control gt General Ledger Return to Travel and Expense Home b Set Up FinancialsSupply Chain
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