My Oracle Support Banner

Receipt Verifier Approval Stage: Configuring And Using The Expenses Receipt Required Functionality (Doc ID 1966233.1)

Last updated on AUGUST 03, 2020

Applies to:

PeopleSoft Enterprise FIN Expenses - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.


Up to and including PeopleSoft Enterprise FSCM 9.2 Application Release, the Travel and Expenses module offered the 'Receipts Received' and 'Receipts Verified' features, which enabled customers to mark specific Expense Report Lines as verified when approvers matched the submitted expenses against the included/attached receipts, and confirm that all is correct, and following company policies.

However, such actions were merely procedural, that is, they required Users responsible for these tasks to periodically verify if there were any pending receipts awaiting validation.  If, for any reason, those Users did not check the availability of receipts to be validated, they stood like this until someone decided to perform such check.  There were no mechanisms to warn the needed Users that there were receipts requiring their review.

Additionally, Receipts Receive and Receipts Verify processes were not required to be completed before Expense Report approvals. Meaning that it was possible to approve and pay Employees/Vendors without having the corresponding receipts fully verified beforehand.

All this has changed with the delivery of the brand new enhancement 'Receipts Required' functionality, introduced in PeopleSoft Enterprise FSCM 9.2 Image #10.

But how does this new functionality get configured? What are the requirements to have it work? And most important, how does affect the Expenses Approval Workflow if activated?



To view full details, sign in with your My Oracle Support account.

Don't have a My Oracle Support account? Click to get started!

In this Document

My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts.