Document number: 16804

 

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.

To review My Wallet transactions:

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. If you previously used a transaction from your wallet to populate an expense report, the report id is associated with that transaction line.
   
   
8. Click the report ID link to view the details of a specific report.
   
   
9. Transactions not previously used will not have a report ID associated with the line.
   For information on using the transactions not assigned to a report ID, see Eureka! document 16801 — How to map My Wallet transactions.
   

My Wallet must be used to expense transactions purchased with your Corporate American Express card. Items cannot be deleted from your Wallet which is why each transaction has a grayed out ( ) next to it.

To submit an item from your Wallet without receiving reimbursement, see Eureka! document 16803 — How to submit personal/non-reimbursable items from American Express My Wallet.

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003 All rights reserved.
Created: dcb 07/02/2003
Revised: dcb 01/15/2004
Reviewed: 09/24/2004