Changing the expense type of a My Wallet transaction in NUFinancials

When a corporate card purchase is made, its expense type is assigned a default type depending on the nature of the merchant's business. For example, all purchases made at Amazon are assigned an expense type of Books. You can only change a transaction's expense type before moving the purchase into an expense report -- once you’ve transferred a transaction to an expense report you can no longer change its expense type.

  1. Select the Expenses tile, then click the My Wallet tile.
  2. If you are preparing a report as a proxy: in the upper left corner, use drop down arrow next to your name and Change Employee to select their name.
  3. From the left pane, click the transaction whose expense type you want to change.
  4. To the right of Expense Type click the magnifying glass, then from the dropdown menu choose the appropriate expense type.
  5. If applicable, add a Description in the box provided. Don't add any attachments (e.g., receipts) in this screen.
  6. In the upper right corner click Save.
Prepare the expense report itself by following the MyWallet Transactions Expense Report training guide at  https://learn.northwestern.edu/Saba/Web_spf/PRODTNT074/common/learningeventdetail/curra000000000001941.

For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) option 2, or consultant@northwestern.edu.




Keywords:"p-card" "procurement card" "corporate card"   Doc ID:61314
Owner:TSS Tier 2 .Group:Northwestern
Created:2016-02-29 18:11 CSTUpdated:2018-11-09 14:35 CST
Sites:Northwestern
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