Creating Wallet Transactions Using the Expenses Skill

Use the Expenses Skill to create My Wallet transactions for those who need to record an expense quickly and easily. This feature is designed for small, out-of-pocket, cash-only transactions that can be recorded using a mobile device. Examples are breakfast, lunch, transportation to airport, or vending machine expenses. Expenses that are typically paid with a credit card such as airfare or hotel are not intended to be created using this feature.

This topic discusses:

Create Wallet Entry Tips

Note these points when creating a Wallet entry using the Expenses Skill:

  • Enter the details of your wallet transaction.

  • Wallet transactions can be created only for the user who is logged in, not on behalf of someone else.

  • Required fields for a wallet transaction are: Transaction Date, Amount, and Currency.

    If you don't include the required fields to create the transaction, the Expenses Skill gives you two chances to enter the information.

  • Expense Type and Location are not required, but the Expenses Skill asks for the information.

    If you do not provide valid information after two attempts, the Expenses Skill asks if you want to proceed with creating a wallet entry without the information. You can respond by selecting Yes or No.

  • You can use other words for "add", such as "create".

  • If you do not enter a transaction date, the Expenses Skill creates the transaction for the current date.

  • The date can be entered multiple ways, such as 17 January, January 17th, and so on.

  • Location is only prompted if the expense type requires a valid location and the location must exist in the location table.

  • The location should be preceded with the word "at" or "in" and be placed at the end of your phrase.

  • PeopleSoft Expense Types are mapped to other words or phrases in Oracle Digital Assistant (ODA) and you can configure common values.

    If Auto is a valid expense type and VendorA is your preferred vendor, then Auto can be mapped to VendorA. When you enter booked car from VendorA the Expenses Skill understands that the transaction is for the Auto expense type.

Page Name

Definition Name

Usage

Expenses Skill Page

PT_LANDINGPAGE

Create My Wallet transactions.

This topic explains how to create a wallet entry using the Expenses Skill and save it to the Wallet Entry page.

Steps to creating a wallet entry:

  1. You enter this text, "add wallet for $52 for taxi ride in Dallas today".

  2. The Expenses Skill response, "A Wallet entry has been created successfully" and provides this information:

    • Trans Dt: <mm/dd/yyy>

    • Amount: 52.00 USD

    • Expense Type: Ground Transportation

    • Location: Dallas, Texas

This example illustrates the fields and controls after a Wallet transaction is created successfully.

 PICASO Wallet Created

Field or Control

Description

View/Modify Wallet details

Select to access the Wallet Entry Page where you can view and modify wallet details.

Note: The date information below this button represents the server date and time.

Use the Wallet Entry page to view or modify entries after the Expenses Skill confirms that the entry is created.

The Wallet Entry Page provides this information in the Description field. This description captures all information entered into the Expenses Skill.

This example illustrates the Description field on the Wallet Entry page after an entry is saved.

 Wallet Entry page - Description

In addition, the Wallet Entry Page displays a User Chatbot icon, which can be used for filtering.