Travel & Expense Processing - PS Financials
All PSFIN users should refer to these policies and procedures when processing transactions through PeopleSoft Financials: Comptroller's Policies & Procedures and/or Contracting and Purchasing Services Policies & Procedures
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PeopleSoft (also known as "LOUIE") is NAU's student and employee information management system. ITS provides technical support for the PeopleSoft system.
Training & Documentation
Prior to creating a Travel Expense Report for an Employee, you will need to make sure that the Employee is "Verified/Valid" (eligible) for a reimbursement. View this "How-To" guide to find this information in PeopleSoft.
Certain travel requires Travel Authorizations (see
Travel Processing Tips for more information). View this "How-To" guide on Creating a travel authorization in PeopleSoft.
Business Process: Creating a Travel Authorization.
Creating a travel authorization completed by the traveler’s
assigned proxy. A travel authorization goes through approval processes based on
the travelers HR Supervisor and department manager.
A travel authorization is optional and it is only required
when a traveler requires a straight
Cash Advance or a pre-travel cash advance
(see
Travel Processing Tips for more information).
NAU allows the departments to be responsible for overseeing all aspects of
travel including reimbursement to the traveler. It is important that departments
have at least one travel specialist who understands all aspects of the NAU
travel policies and procedures. Departments are responsible for processing
travel documents and are ensuring travel policy guidelines are complied (See
Travel Processing Tips for more information). View this "How-To" guide on Creating Travel Document Reports in PeopleSoft. For Expense Document Reports, you will use the same process only choosing non-travel expense types as well as a different set of approvers.
Once a travel proxy for a travel expense report (Or a requester for a non-travel expense report) has created their report, it is routed to the appropriate personnel for approval. If you have been tasked with approver authority, view this "How-To" guide on Accessing and Approving expense travel documents in PS Financials. (Click:
Travel Processing Tips for more Travel information )
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