PSU Zoom Link: A Comprehensive Guide to Travel Expense Report Creation

Are you struggling to create a travel expense report using PSU's new user interface? Look no further! This article will provide you with a step-by-step guide on how to create a travel expense report, including adding PCARD transactions and out-of-pocket expenses.

Step-by-Step Creation of the First Report: Travel Expense

The instructor will demo a step-by-step creation of the first report, covering topics such as creating a travel expense report, adding PCARD transactions, and completing allocation. This demo will be followed by a Q&A period, ensuring that all attendees have a clear understanding of the process.

Travel Expense New User Interface Training: What to Expect

During this training session, participants will learn how to create a travel expense report using PSU's new user interface. The instructor will be available to respond to any questions and provide assistance as needed. After the demo, attendees will use a handout of self-guided exercises to complete additional reports at their own pace.

Additional Exercises: Temporarily Increasing Limits, Replacing a Worn Purchasing Card, Canceling a Purchasing Card, and Suspending a Purchasing Card

The training session will also cover how to log into the training environment and use the handout to complete self-guided exercises for the following requests:

* Temporarily increasing limits

* Replacing a worn purchasing card

* Canceling a purchasing card

* Suspending a purchasing card

Creating a New Purchasing Card Request

The instructor will also demo how to create a new purchasing card request, followed by a Q&A period.

What to Expect During the Training Session

There will be pauses during the demo for questions or explanations as needed. The instructor will be available throughout the session to provide assistance as needed or respond to any questions attendees may have. Additionally, participants who complete the exercises before the end of the session, or do not feel they need to complete the exercises, are free to leave the training at any time.

Goods & Services New User Interface Training: What's Next?

After completing the travel expense report creation demo, attendees will use the handout of self-guided exercises to complete additional reports at their own pace. The instructor will also be available throughout the session to provide assistance as needed or respond to any questions attendees may have.

PSU Zoom link training sessions are designed to help HMC employees create an LRN profile and register for training sessions. By following this step-by-step guide, you'll be able to create a travel expense report using PSU's new user interface with ease. Don't forget to log into the training environment and use the handout to complete self-guided exercises for additional requests.

Psu zoom link