Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Steps: Review and Correct Credit Card Transactions

Steps: Review and Correct Credit Card Transactions

  • Set up the integration for the transaction files used for credit card processing, and load transactions into Workday.
  • Security:
    Process: Credit Card
     domain in the Common Financial Management area.
You can find credit card transaction files, view details for each transaction, and correct transactions in error. Depending on the transaction file credit card usage type, you can:
  • Map merchants.
  • Map airports.
  • Map cities.
  • Map suppliers.
  1. Access the
    Find Credit Card Transaction Files
     report.
    Find the transaction files for expense credit cards and procurement cards.
  2. Drill down on transaction files to perform actions:
    • In expense and procurement transactions,
      Fix Errors
      .
    • In expense transactions,
      Map Merchants
      ,
      Map Cities
      , and
      Map Airports
      .
      You can only map airports for transactions with trip leg data.
    • In procurement transactions,
      Map Suppliers
      .
  3. Access the
    Find Credit Card Transactions
     report to find specific credit card transactions and modify them as needed.
    Select
    Edit
     from the
    Credit Card Transactions file
     related actions menu to update information such as the
    Extended Transaction Amount
     and
    Worker Credit Card
    .
  4. Access the
    Find Credit Card Transactions
     report to find specific credit card transactions and modify them as necessary.