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Navigation

Description

Old 9.1 Version

New 9.2 Version

PeopleSoft Header now with drop-down homepages

 

Favorites alphabetized replaced with homepages organized by function

Access to (My) Favorites / Recently Used

 

Prefer the old navigation? Use...

OR

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Purchasing

Description

Old 9.1 Version

New 9.2 Version

The term Vendor has been replaced with Supplier

Vendor

Supplier

The location of some of the fields has changed

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Expense Reports

Description

Old 9.1 Version

New 9.2 Version

Expense Report Header

  • The Comment field is now located in the Summary and Submit section under Notes

  • The location of some of the fields has changed

Expense Line Item(s)

  • Selection of the Expense Type will now show only the required fields. No more clicking through multiple tabs. (tick)

  • The charge number and associated budget manager is now evident when entering the SpeedChart. (tick)

 

You now have to enter at least 1 Expense Line before you have the opportunity to:

  • Set Accounting Defaults

  • Apply Cash Advances

  • Associate Travel Authorization

 

 

You can now Withdraw Expense Report prior to 1st level approval; previously the Expense Report had to be Sent Back for Revision

   


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Budget Management

Description

Old 9.1 Version

New 9.2 Version

Project / Grant Dashboard can no longer be shown on the main page

Due to the change in navigation, this customized tool can no longer be displayed immediately upon accessing PeopleSoft Financials

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Approvals

Description

Old 9.1 Version

New 9.2 Version

(this tile also exists on the Expense Report homepage)

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Central Services

Description

Old 9.1 Version

New 9.2 Version

 

 

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