PeopleSoft Expenses Rel 9.2 Ed 1

Duration : 4 Days (32 Hours)

PeopleSoft Expenses Rel 9.2 Ed 1 Course Overview:

The PeopleSoft Expenses Rel 9.2 Ed 1 certification is a testament to an individual’s mastery of the latest iteration of Oracle’s PeopleSoft Expenses application. This application is widely embraced by organizations to efficiently oversee employee expenses. A certified professional in this domain is proven to possess adeptness in configuring and upholding the expenses module within PeopleSoft. This encompasses multifaceted aspects like expense reporting, travel authorizations, cash advances, and meticulous auditing. Industries adopt this certification as a crucial benchmark, ensuring their workforce is equipped with the requisite acumen to adeptly navigate intricate financial landscapes. This pivotal proficiency aids in the streamlined management of expenses, a reduction in errors, expediting reimbursements, and upholding adherence to internal protocols and external mandates. As such, this certification significantly contributes to bolstering financial efficiency and adherence to regulations.

Intended Audience:

• Financial managers and analysts
• Accounting professionals
• Project managers
• Human resource managers
• IT professionals implementing, using, or managing PeopleSoft systems
• Users of PeopleSoft applications looking to enhance skills
• System administrators using PeopleSoft Expenses platform

Learning Objectives of PeopleSoft Expenses Rel 9.2 Ed 1:

The primary learning objectives of the PeopleSoft Expenses Rel 9.2 Ed 1 course revolve around acquiring a comprehensive comprehension of the PeopleSoft Expenses software and its latest enhancements. Participants will adeptly grasp the setup and efficient utilization of the software within a business context. Proficiency in managing and overseeing expense transactions, encompassing employee expense reporting, audit procedures, and reimbursement workflows, will be cultivated. Additionally, participants will master the art of designing and implementing expense policy regulations, thus streamlining the expense reporting process and seamlessly integrating it within broader financial management frameworks. The curriculum prioritizes hands-on experiential learning, employing real-world instances and practical exercises to ensure participants gain practical expertise in software application.

 Module 1: Defining General Options

  • Defining Installation Options for Expenses
  • Setting Up Expenses Options
  • Setting Up Expenses Business Units
  • Defining DCAA Requirements (USA)
  • Identifying Common Data and Global Features

 Module 2: Setting up Security and Approvals

  • Setting Up Expense Users and Permission Lists
  • Defining Approval and Audit Rules
  • Defining Approval Options

 Module 3: Setting Up Expenses Structure

  • Defining Business Rules for Expenses
  • Setting Up Expense Management Functions
  • Setting Up Locations and Rates
  • Creating Expense Templates

 Module 4: Setting Up Employee Data

  • Loading Employee Data
  • Maintaining Employee Profiles

 Module 5: Processing Travel Authorizations

  • Creating Travel Authorization Templates
  • Creating Travel Authorizations

 Module 6: Processing Expense Transactions

  • Modifying User Defaults
  • Processing Cash Advances
  • Preparing Cash Advances
  • Creating Time Reports

 Module 7: Approving Expense Transactions

  • Describing Summary Approval Options
  • Performing Approvals and Audits
  • Modifying Approved Transactions

 Module 8: Processing Payments

  • Describing the Expenses Payment Process
  • Staging Payments for Processing
  • Processing Payments in PeopleSoft Payables
  • Sending Payments to Payroll
  • Reviewing Payments

 Module 9: Integrating with PeopleSoft Project Costing

  • Processing Project-related Expense Transactions
  • Sending Transactions to Project Costing

 Module 10: Integrating with PeopleSoft General Ledger

  • Posting Liabilities and Payments
  • Examining Accounting Entries
  • Establishing Links with the General Ledger
  • Using the Journal Generator
  • Rolling Over Travel Authorization Encumbrances

 Module 11: Managing Expense Transaction Exceptions

  • Canceling Expense Payments in Payables
  • Unposting Expense Reports
  • Modifying and Closing Cash Advances and Expense Reports
  • Creating Accounting Adjustments for Expense Reports
  • Reconciling Cash Advances

 Module 12: Processing External Data

  • Describing External Expense Data
  • Reconciling Airline Tickets
  • Processing Imported Credit Card Data
  • Using Automated Teller Machine Data
  • Using Benchmark Data

 Module 13: Examining and Archiving Expense Information

  • Running Expenses Queries
  • Running Reports
  • Archiving Expense Transactions

PeopleSoft Expenses Rel 9.2 Ed 1 Course Prerequisites:

• Knowledge of basic navigation and functionality of PeopleSoft applications
• Familiarity with PeopleSoft’s web-based interface
• Good understanding of Internet architecture
• Prior experience with PeopleSoft Expenses modules
• Basic technical skills, including ability to navigate computer systems
• Conceptual understanding of accounting and expenses tracking

Discover the perfect fit for your learning journey

Choose Learning Modality

Live Online

  • Convenience
  • Cost-effective
  • Self-paced learning
  • Scalability


  • Interaction and collaboration
  • Networking opportunities
  • Real-time feedback
  • Personal attention


  • Familiar environment
  • Confidentiality
  • Team building
  • Immediate application

Training Exclusives

This course comes with following benefits:

  • Practice Labs.
  • Get Trained by Certified Trainers.
  • Access to the recordings of your class sessions for 90 days.
  • Digital courseware
  • Experience 24*7 learner support.

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