PeopleSoft Travel & Expense System

Entering a Travel Authorization (pdf)

Entering a Travel Authorization with a Cash Advance (pdf)

Entering an Expense Report (pdf)

Entering a Travel Request on Behalf of a Student (pdf)

Creating a Template (pdf)

Review Payments, Expense History and User Profile (pdf)

Traveler Submission of Travel Documents (pdf)

Reconciling a Cash Advance on a Travel Expense Report (pdf)

Approving Transactions - Supervisor & Expense Managers (pdf)

Pay Only Travel Requests (pdf)

Access to make this request is limited to select departmental financial staff. Please see your respective LFO or UBM with any questions.
For all Travel & Expense profile requests (add, delete, update), please do the following:

  1. Log into University Reports.
  2. Click on “Financials – Department – Expenses.”
  3. Click on “PS Expenses Account Request.”
  4. Select “Add, Update/Change, or Disable.”
  5. Enter all applicable Employee ID Numbers for traveler, supervisor or and any proxies.
  6. Click on “OK.”
  7. Review the results of the report to ensure accuracy and then select “Click here to send request.”
  8. An email will be automatically created to send to your LFO. Click on “Send.”
  9. LFO will review for accuracy, if approved, will send to Dave Baugh for Security Review.
  10. After Security Review, AP will make necessary additions/changes and reply to requester that changes have been made.

 

 

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Budget & Financial Planning
Phone: 502-852-6166

Grawemeyer Hall
Room 20
Louisville, KY 40292

Bursar's Office
Phone: 502-852-6503

Houchens Building
Room 101
Louisville, KY 40292

Controller's Office
Phone: 502-852-7072

Service Complex
2nd Floor
Louisville, KY 40292

Payroll Office
Phone: 502-852-2978

Service Complex
2nd Floor
Louisville, KY 40292

Position Management
Phone: 502-852-2978

Personnel Services Building
1980 Arthur Street
Louisville, KY 40208-1707