How to Submit a Professional Expense Reimbursement (PER) Claim

1. Sign in to PeopleSoft Financials - Financials and eTRAC with your CCID and password
2. Click on Main Menu in the top left navigation area
3. Click on Employee Self-Service
4. Click on Travel and Expense Center
5. Under Expense Report choose Create
6. Select the PER Template or the EXPER Template for all PER submissions (This includes travel or non-travel expenses)
7. Select the applicable Expense Type for your claim. Please note: Additional expense lines and the expense date will be available on an upcoming page
8. Enter the Description as PER, Current Month, Current Year (i.e., PER August 2017)
9. Note the remaining balance in your account before proceeding. Expenses submitted over the PER balance amount will not be accepted. You can only submit up to your remaining balance in the amount spent field. PER balances do not update until submitted reports have been approved by HRS
10. Complete the expense date, amount spent (including GST) and a description of the expenses.
11. To add lines to an expense report click the Add button under the details section or click the + sign at the end of the expense line
12. If no receipt is available please check the Frequently Asked Questions (FAQ) for what is considered valid proof of payment
13. Attach receipts to the online report—see instructions below
14. Click on Save
15. Click on Submit
16. Please review the agreement and choose OK to confirm or Cancel to return to the expense report to make any changes
17. To exit this application select Sign Out from the top right hand corner of your browser window

Note: Processing of claims will take approximately 1-2 weeks during non-peak times. Further delays could occur if receipts are not attached to the online report. Please retain a photocopy of documentation for your personal records. You will be notified via email when the direct deposit is made to the financial institution identified in Bear Tracks.

How to Attach Receipts to Online Report

1. Click the Attachments (0) link
2. Click the Add Attachment button
3. Click the Browse… button to find the applicable file on your computer
4. Navigate to where the scanned copies of the receipts are saved
5. Select the applicable file
6. Notice the file selected is displayed
7. Click the Upload button to Attach the file
8. By selecting the Upload button the file is now Attached to the expense report
9. Enter helpful information into the Description field. e.g. "PER MAY 2019 Receipts"
10. Click the OK button
11. Notice the number beside the Attachments link is now 1
12. Click the Attachments (1) link to view Attachments
13. Select the Attachment you want to view
14. A Message Window is displayed asking what to do with the file. The correct action is already selected
15. Click the OK button
16. The Attachment is opened in a new window
17. Click the Close button, when you are done viewing the Attachment
18. Click the OK button

How to Modify a PER Claim

1. Sign in to PeopleSoft Financials - Financials and eTRAC with your CCID and password
2. Click on Main Menu in the top left navigation area
3. Click on Employee Self-Service
4. Click on Travel and Expense Center
5. Under Expense Report choose Modify
6. Make changes to expense report
7. Click on Save
8. Click the Submit button
9. Review agreement on page
10. Click OK to submit the report for approval

How to View a PER Claim

1. Sign in to PeopleSoft Financials - Financials and eTRAC with your CCID and password
2. Click on Main Menu in the top left navigation area
3. Click on Employee Self-Service
4. Click on Travel and Expense Center
5. Under Expense Report choose View
6. Choose the appropriate Search Parameter

How to Delete a PER Claim

1. Sign in to PeopleSoft Financials - Financials and eTRAC with your CCID and password
2. Click on Main Menu in the top left navigation area
3. Click on Employee Self-Service
4. Click on Travel and Expense Center
5. Under Expense Report choose Delete
6. Choose the appropriate Expense Report - The purpose of this function is to delete any duplicate entries

How to view PER Balance and Historical transactions

1. Sign in to PeopleSoft Financials - Financials and eTRAC with your CCID and password
2. Click on Main Menu in the top left navigation area
3. Click on Employee Self-Service
4. Click on Travel and Expenses
5. Click on PER Balance Inquiry
6. Click View All to see additional transactions - this page shows only 7 items at a time and must be expanded to see all transactions and allocations
7. Locate your PER balance at the bottom of the page. Balances do not update until submitted reports have been approved by HRS
8. Select the Sign Out link located in the top right corner of your browser window