Managing My Wallet Transactions

This chapter provides an overview of My Wallet transactions management in PeopleSoft Mobile Time and Expense and discusses how to view, add, and delete My Wallet transactions.

Note. Managing My Wallet transactions in PeopleSoft Mobile Time and Expense is similar to managing My Wallet transactions in PeopleSoft Expenses. The My Wallet functionality and the fields on the Review My Wallet Receipts page are documented in the PeopleSoft Enterprise Expenses 9.0 PeopleBook. This chapter discusses only the functionality and page elements that are unique to the mobile application.

See Also

Managing My Wallet Transactions

Understanding My Wallet Transactions Management in PeopleSoft Mobile Time and Expense

My Wallet stores corporate credit card transactions, personal digital assistant (PDA) transactions, and user-entered expense transactions. You can apply these transactions to an expense report, thus saving data-entry time. Credit card feeds from a credit card company (such as Visa International, American Express, and US Bank) send corporate credit card transactions directly to the My Wallet databases in PeopleSoft Expenses. The system downloads these credit card transactions during synchronization from PeopleSoft Expenses to PeopleSoft Mobile Time and Expense. You cannot modify transactions from a PDA. You cannot modify transactions from a feeder system except for expense types. In addition, the system sends all PDA receipt capture transactions to the My Wallet databases.

Select My Wallet, Create/Modify to view a list of My Wallet transactions. Select the Mark For Delete check box if you want a transaction excluded from subsequent synchronizations. Deleted receipts can be retrieved using the Restore My Wallet feature in PeopleSoft Expenses.

All transaction rows in My Wallet for the employee ID are copied to the mobile device. These rows are the same as those that you access on the online My Wallet application. After a synchronization, you can add more transaction rows to My Wallet or process transaction rows in the mobile expense report system. When you perform another synchronization, the system copies all changes back to the server side and new rows, along with changed rows, back to the mobile device.

During synchronization between PeopleSoft Expenses and PeopleSoft Mobile Time and Expense, the system downloads all My Wallet transactions to the mobile device. Also, after the system populates the My Wallet transactions into an expense report, those transactions no longer appear on the Populate From My Wallet Receipts selection entry page.

See Also

Managing My Wallet Transactions

Restoring Deleted My Wallet Receipts

Viewing, Adding, and Deleting My Wallet Transactions

This section lists the pages used to view, add, and delete My Wallet transactions.

Pages Used to View, Add, and Delete My Wallet Transactions