Psynergy/FSCM version - Using My Wallet for expense reporting

Psynergy/FSCM version - Using My Wallet for expense reporting

Document number: 17289

On June 30th, the My Wallet feature will be enabled for the PSOFT and PSNLD business units. Phased releases will continue until all business units have access to this feature and should be completed by year end/Q4.

The My Wallet feature will allow you to speed the entry of your expenses by using by offering a direct input of your charges into an expense report. My Wallet data is populated by the Corporate American Express credit card transactions each business day.

All expenses charged to your American Express card will show on the downloads. Charges not used in an expense report will remain in My Wallet indefinately. PeopleSoft policy is that your corporate American Express card is to be used for business related expenses only. If you do not wish to have personal charges show, use a different card for the transaction.

To use My Wallet, follow these steps:

Log into the Time and Expense application through Planet PeopleSoft.
- For more information on how to log into Time and Expense see Eureka! Document 17206 — How to Log into Time and Expens
Click on the Expense Report link.
Click the Add link.
Select the type of method you would like to use to open this expense report by clicking the radio button by the method listed on the application page. Then click the yellow Continue button. Click below to get information regarding each method.
Click the My Wallet link located on the top right side of the panel.
On the My Wallet Assignment panel, all current charges reported to American Express will be listed. Check the box next to any of the transactions you wish to include on your expense report.
Click OK to add each transaction to your expense report. Each transaction will create a new expense row.
Click OK to apply your status changes and exit. Click Cancel if you do not want to make any status changes.