Let's Reconnect, thank you for making 2022 our best year yet.

Look Back
Credit Card Transaction paid on Expense sheet but then becomes "disconnected" from the sheet? — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Credit Card Transaction paid on Expense sheet but then becomes "disconnected" from the sheet?

Question
1
Views
0
Comments
in Expenses

Summary:

We have PeopleSoft Financials (image 38) installed on prem.

We have 2 data sources for Credit Card transactions that we load to the My Wallet table. We only allow the Payment Type for these 2 sources to be selected by pulling in a transaction from My Wallet. We have been experiencing issues where the credit card information is pulled into the expense sheet, the expense sheet is paid, but (on occasion) the sheet id, line number, etc. is not kept on the My Wallet table (PS_EX_TRANS) and the status is left as a U (Unassigned). This allows the employee to go out and add that expense to a new expense sheet and

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!