[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-339482-105":53,"doc-detail-339482-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","ex010031-creating-a-private-expense-report-template","EX.010.031 - Creating a Private Expense Report Template","","Guide to creating private expense report templates in a PeopleSoft environment. Outlines the purpose and responsibilities, then provides step-by-step instructions for navigating to Employee Self-Service, locating User Preferences, and opening Create/Update User Template. Includes details on entering a short template name (8 characters), adding a description (30 characters), selecting the template type as an expense report, adding one or more expense types, and saving the template. Emphasizes reducing time and errors by reusing typical recurring expenses.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":21,"@type":70,"position":76},"https://docshare.wps.com/template/invoices/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/ex010031-creating-a-private-expense-report-template/339482/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/ex010031-creating-a-private-expense-report-template/339482.png","ImageObject",442,249,{"name":88,"@type":89},"8796093062539","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-27","2026-09-21",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of creating a private expense report template?","Question",{"text":108,"@type":109},"It reduces time and errors by letting users reuse typical expenses and avoid re-entering the same expense types each time an expense report is created.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Who creates public expense report templates, and who creates private ones?",{"text":113,"@type":109},"Employees create their own private templates, while the Expenses Administrator creates public templates for all employees.",{"name":115,"@type":106,"acceptedAnswer":116},"What are the key character limits when entering template details?",{"text":117,"@type":109},"The template name in the Document Template field is limited to 8 characters, and the template description in the Description field is limited to 30 characters.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},339482,1790507206,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":60,"doc_module":9,"category_id":20,"category_name":21,"doc_title":59,"doc_description":61,"doc_content":129,"file_id":130,"file_url":131,"file_type":132,"file_size":133,"view_count":73,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":134,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":135,"faqs":136,"seo_title":137,"seo_description":61,"update_tm":138,"read_time":9},8796093062539,"EX.010.031-CREATING A PRIVATE EXPENSE REPORT TEMPLATE  \n\n| Purpose | • Identify the purpose for creating private expense report templates.\u003Cbr>• Identify who is responsible for creating expense report templates.\u003Cbr>• Create a private expense report template. |\n| --- | --- |\n| Description | To reduce time and errors in preparing expense reports, users can create templates that reflect typical expenses incurred on a routine basis. Creating a private expense report template will allow employees to customize expense types that are frequently used, eliminating the need to add these expenses each time an expense report is created.\u003Cbr>Employees can create their own, private templates. Public templates are created by the Expenses Administrator for all employees to use. |\n| Security Role | BOR PeopleSoft User\u003Cbr>BOR PeopleSoft User – No Tauth |\n| Assumptions | None |\n| Dependencies/ Constraints | None |\n| Additional Information | None |\n\nProcedure  \nBelow are step by step instructions for creating a private expense report template.  \n\n| Step | Action |\n| --- | --- |\n| 1. | Click the NavBar icon. |\n| 2. | Click the Menu icon. |\n| 3. | Click the Employee Self-Service link. |\n| 4. | Click the Travel and Expenses link. |\n| 5. | Click the User Preferences link. |\n| 6. | Click the Create/Update User Template link. |\n| 7. | Click the Add a New Value tab. |\n| 8. | Enter a short template name in the Document Template field. Note: this field is limited to 8 characters. |\n| 9. | Click the Template Type list. |\n| 10. | Click the Expense Report list item. |\n| 11. | Click the Add button. |\n| 12. | Enter a template description in the Description field.\u003Cbr>Note: this field is limited to 30 characters. |\n| 13. | Enter a template short description in the Short Description field. (optional) |\n| 14. | Select an Expense Type to add to the template. |\n| 15. | Click the plus (+) button to add multiple new rows at row 1. |\n| 16. | Enter the number of rows to add. |\n| 17. | Click the OK button. The rows will be added. |\n| 18. | Click the next blank Expense Type list. |\n| 19. | Select an Expense Type to add to the template. |\n| 20. | Repeat these steps to add additional Expense Types to the template. |\n| 21. | Click the Save button. |\n| 22. | Click the OK button. |","cbCaii2L3tcorTuB","https://ap.wps.com/l/cbCaii2L3tcorTuB","pdf",146869,"English","# Procedure\n## Steps to create the template","[{\"question\":\"What is the purpose of creating a private expense report template?\",\"answer\":\"It reduces time and errors by letting users reuse typical expenses and avoid re-entering the same expense types each time an expense report is created.\"},{\"question\":\"Who creates public expense report templates, and who creates private ones?\",\"answer\":\"Employees create their own private templates, while the Expenses Administrator creates public templates for all employees.\"},{\"question\":\"What are the key character limits when entering template details?\",\"answer\":\"The template name in the Document Template field is limited to 8 characters, and the template description in the Description field is limited to 30 characters.\"}]","EX.010.031 - Creating a Private Expense Report Template | PDF",1790030486]