My Wallet History
Use My Wallet History page (EX_WALLET_HIST_FL) to the view list of expenses in your wallet that have been applied to expense report in the last 6 months.
Navigation:
. Select My Wallet History
By default, the system displays the last 6 months of your data and you can adjusted it using My Preference page.
| Field or Control | Description |
|---|---|
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Select to change the date range if no reports are displayed based on the search criteria entered in My Preferences page. For information, see the section My Preferences page in this document. This Update Filter button displays if you tried to filter the data and there is no data returned. This filter button will be displayed in green to indicate there is filter criteria being entered. |
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Add Expense |
Select Add Expense to create a new wallet transaction. For more information, see Add Quick Expense Tile |
My Wallet History - Actions
Within the My Wallet History, you can perform these actions:
| Field or Control | Description |
|---|---|
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View Expense Report |
View the expense report. This option is available only if the wallet entry is assigned to an expense report. |
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Send Notification |
Select to access the Send Email Page and send a notification. |
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Restore My Wallet |
Restore My Wallet receipts that were previously deleted. |