Document number: 16801

 

You can map My Wallet transactions two ways - either within the Expense Report or within My Wallet. The most common way to map the transactions is within the Expense Report.

Mapping expense types for My Wallet transactions within the expense report

Mapping expense types for My Wallet transactions within My Wallet

Note: The American Express credit card data feed was activated for employees in the PSOFT and PSNLD business units in July, 2003. Employees located in PSBEL, PSGBR, PSFRA, PSDEU, PSITA, PSESP, PSCHE and PSCAD will begin using American Express credit card data feed on February 1, 2004.

Please note that American Express transactions will be available for use in My Wallet with 24-48 hours from the date of purchase. This waiting period is subject to when the merchant reports the transaction to American Express.

 

 

 

 

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To map the expense types for My Wallet transactions within the expense report:

1. Open a new expense report and complete the steps to the Expense Details page. For additional information, see Eureka! document 16806 — How to complete the initial steps of an expense report up to the Expense Details page.

2. Click the Populate From My Wallet link.

3. Hotel and car expense transactions will automatically map to the correct expense types.
   For airfare, meals and other expense transactions, click the down arrow next to Expense Type and select the appropriate one from the drop down list.

4. Select the item(s) from your wallet that should be included on this expense report. You can choose one or more by clicking in the box next to the desired items so that a check mark appears. Click Select All to use all of the transactions.

5. Click the Done button

Continue with the processing of your expense report. For additional information, see Eureka! document 16800 — How to submit an expense report with My Wallet transactions.

Click here to return to the beginning of this document.

 

 

 

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To map the expense types for My Wallet transactions with My Wallet:

1. Log in to Planet PeopleSoft.

2. Click the + next to Applications in the left side navigation window to expand that view.

3. Click the Financials (Psynergy/FSCM) link.

4. Click the Time Reporting, Expense Reporting, Travel Authorization link.

5. Click the Other Expense Functions link and then click the My Wallet link.

6. Search Criteria section:

• From Date: and Through: fields: Leave as the defaulted dates.
• Receipt Data Source: Leave as the default of All Data Sources.
• Transaction Status: Leave as the default of All Transaction Statuses.
  
  

7. Hotel and car expense transactions will automatically map to the correct expense type.

8. Click the down arrow in the Expense Type field and select the expense types for airfare, meals and other expense transactions.
   
   Note: All expense transactions must be tied to an Expense Type in order to populate an expense report.
   

9. Click the Save button when you are finished mapping the expense types.

For information on how to populate an expense report with your mapped My Wallet expense transactions, see Eureka! document 16800 — How to submit an expense report with My Wallet transactions.

Click here to return to the beginning of this document.

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003 All rights reserved.
Created: dcb 06/25/2003
Revised: dcb 05/20/2004
Reviewed: 09/24/2004