Document number: 17216

 

If you have saved an expense report but have not submitted it for approval you can recall the report, make adjustments to the information and submit it for approval. You can not modify a previously submitted expense report.

To modify a previously saved, but not yet submitted, expense report:

1. Log into Time and Expense through Planet PeopleSoft.
   For additional information, see Eureka! document 17206 — How to log into Time and Expense.
   
   

2. Click the Expense link.

3. Click the Modify link.

4. The default value in the drop down box is Employee ID. Any of the search criteria may be selected for use by clicking the down arrow; however, searching on the employee ID is the easiest.

5. Click the Search button.

6. Click the link for the expense report you wish to modify from the list of pending reports. To adjust the PC Business Unit, Project ID or Activity Code fields, click the Details button.

7. Once you have entered or modified the desired information, click the Submit for Approval button.
   Note: When you click Submit for Approval your report will begin the approval process and can no longer be edited. If any required information has been omitted, you will be prompted to complete the information.

8. A message will appear that says, "Are you sure you want to submit this report?" Click OK.

9. A confirmation will appear that says, "Report successfully submitted." Click OK.

Once the report has been submitted for approval, print the report and attach all original receipts to the report. Fax the report and receipts to 1-866-240-6950.

For additional information, see Eureka! document 17215 — How to print an expense report.

• Printing from Psynergy/FSCM: Print the report in portrait.
• Printing from Mobile T&E: Print the report in landscape.

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003 All rights reserved.
Created: jel 01/21/2002
Revised: dcb 01/22/2004
Reviewed: 09/24/2004