Sample Travel and Expense Rollover Procedures (with Commitment Control)

We are implementing PeopleSoft 9.2 Travel Authorizations for Employee and Manager Self Service. We currently use the Expenses functionality for payment with centralized procedures (i.e. employees send paper copies of Expense Reports for the Finance department to enter and process). We do not currently use Budget Checking for travel and expenses, but it appears that the Travel Authorizations need to be budget checked before they can be used in an Expense Report.

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From PeopleBooks: If you do not enable the option on the Expenses Options page, you can approve transactions prior to budget checking and you can perform budget checking any time during the approval process. However, PeopleSoft Expenses requires you to budget check these transactions prior to posting liabilities. The system will not create or post accounting entries until the budget checking status is Valid.