
Oracle PeopleSoft Enterprise Financial Management 9.1 Implementation
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PeopleSoft Expenses offers a capability where an employee can create a cash advance request, which can be routed through various levels of hierarchy before it is approved. Depending on an organization's policy, an approved cash advance may or may not result in a system-generated payment. Irrespective of payment creation, a cash advance must be created and approved to maintain an audit trail.
Follow this navigation to enter a cash advance request:
Travel and Expenses | Travel and Expense Center | Cash Advance | Create
The following screenshot shows a sample cash advance:
Business Purpose: This is a mandatory field where we can select a business purpose (defined on a configuration page) for the cash advance.
Details section: This area is used to enter individual cash advance lines. Select an appropriate cash advance source in the Source column along with its description and advance amount.
Import ATM Advances: This hyperlink is used to automatically populate the ATM advance...
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