9.2 Viewing or Modifying 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 Accounting Details

Navigation:  NavBar > Navigator > Employee Self-Service > Travel and Expense Center > Expense Reports

  1. The Travel and Expense Center page displays.
  2. Under the Expense Reports folder, select Create/Modify.
Travel and Expense Center page
  1. The Expense Report search page displays.
  2. Select the Find an Existing Value tab.
  3. Enter Search Criteria to identify your expense report.
  4. Select Search.
Expense Report Find an Existing Value tab
  1. 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.
  2. Select the Expand Section icon.
Modify Expense Report page
  1. The expense row expands, exposing more detail about the expense.
  2. Select the Expand Accounting Lines icon.
Modify Expense Report page
  1. The Accounting Details Chartfields tab displays.  Review/update the Chartfields.
Chart Fields tab
  1. To add a new Chartfields row, scroll to the extreme right of the row, then select the Add a New Row [+] icon.
Chart Fields tab
  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.
Chart Fields tab
  1. Process complete.

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