Viewing or Modifying ER Accounting Details

Purpose: Use this document as a reference for viewing or modifying accounting details in an expense report.

Audience: Finance or Business Office staff

You must have at least one of these local college managed security roles:

  • ZZ PeopleSoft User

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Viewing or Modifying ER Accounting Details

Navigation: Employee Self-Service > Travel and Expenses > Expense Reports > Create/Modify

  1. The Expense Report search page displays.
  2. Select the Find an Existing Value tab.
  3. Enter Search Criteria to identify your expense report:
    • Report ID.
    • Report Description.
    • Name.
    • Empl ID.
    • Creation Date.
  4. Select Search.
  5. The Modify Expense Report page displays.  Use it to make changes to expense reports that have not been submitted, or that have been returned for correction.
  6. Select the Expand Section icon(s) next to the line item to review/modify the Accounting Details. Use the scroll bar to view and/or modify the entire ChartString.

Expand the line items to expose the expense details. Optional to utilize the Expand All and Collapse All links to view/hide all expense lines.

Select the Accounting Details expand arrow
  1. To add a new Chartfield row, scroll to the right of the row, then select the Add a New Row [+] icon.
Select plus icon to add another line for Acctg Details
  1. The new Chartfield row displays. Review/update it.
  2. To continue working on the expense report at another time, select Save for Later.  To submit it for approval, select Summary and Submit.
save and submit
  1. Process complete.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial Via Panopto

View the external link to Viewing or Modifying ER Accounting Details. This link will open in a new tab/window.


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