T&E Workflow Configuration
- Procurement
- Travel Services
- PeopleSoft Travel and Expenses
- Current: T&E Workflow Configuration
T&E Features
PeopleSoft Financials Travel and Expenses module is a comprehensive, automated self-service travel and expense management solution. The module is integrated with the State's Financials configuration and offers enhanced traveler experience through its Fluid Interface.
Traveler Setup
Reimbursements paid to employees not suppliers
Paperless
Everything documented and routed electronically
Current Rates
Expense allowances always current with system configuration
Point A to Point B
Shortest travel distance provided by mileage calculator
Helpful Options
Safely keep receipts and organize expenses with My Wallet
Enjoy workflow flexibility
T&E Workflow Approvals Configuration Workbook
T&E Workflow Approvals Configuration Presentation
Watch this presentation before you work on your T&E Workflow Approvals Configuration Workbook.
T&E Workflow Approvals Configuration Workbook
Download and complete this workbook to document your BUs TA and ER internal workflow requirements. Don't forget to attach it to the ticket when submitting to IDOA.
How to Submit your T&E Workflow Approvals Configuration Workbook
Read this for instructions on how to submit your workbook.
Workflow Role Assignment Changes
Workflow Role Assignment Changes Worksheet
Download and complete this workbook to document your BUs TA and ER internal workflow role assignment changes that are needed. This process is intended for BUs that have already been configured in PeopleSoft Travel & Expenses.
How to Submit Workflow Role Assignment Changes Worksheet
Read this for instructions on how to submit your workbook. This process is intended for BUs that have already been configured in PeopleSoft Travel & Expenses.