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Administrator Guide
Last Updated: 2023-06-23
Test Real-Time Transactions

Test Real-Time Transactions

Set up real-time credit card authorizations.
You can test real-time credit card transactions for Mastercard and Visa in preview and production environments.
  1. Test real-time transactions in a preview environment.
    1. Use the enrolled card to make a small purchase such as a coffee.
    2. Immediately after the swipe, verify that you receive a mobile push notification or SMS.
    3. Verify that the transaction’s real-time authorization displays on the
      Expense Activity
       page with an
      Awaiting Transaction Details
       status.
    4. (Optional) You can upload the receipt for the authorization by mobile, email, or the Upload button on the
      Expense Activity
       page. Workday automatically links this receipt to the authorization.
    5. Add any remaining pending details to the transaction. No further immediate action is required until the cleared credit card transaction arrives from the financial institution.
    6. Cleared transactions aren’t automatically pushed to preview, so you must manually simulate the arrival of the cleared file to complete the test.
    7. Download the cleared transaction file from your financial institution, which Workday received in your production environment for the small purchase.
    8. Manually launch the integration system in your preview environment and upload the cleared transaction file.
    9. Once the card issuer imports the cleared transaction and all necessary information has been provided, submit the expense.
      You can’t submit credit card authorizations until the clearing credit card transaction arrives.
      Disable webhooks in preview tenants once testing is complete. This prevents sending data to both production and preview. You can always enable the webhooks again to test at a later time.
  2. Test real-time transactions in a production environment.
    1. Use the enrolled card to make a small purchase such as a coffee.
    2. Immediately after the swipe, verify that you receive a mobile push notification or SMS.
    3. Verify that the transaction’s real-time authorization displays on the
      Expense Activity
       page with an
      Awaiting Transaction Details
       status.
    4. (Optional) You can upload the receipt for the authorization by mobile, email, or the Upload button on the
      Expense Activity
       page.
    5. Workday automatically links this receipt to the authorization.
    6. Add any remaining pending details to the transaction. No further immediate action is required until the cleared credit card transaction arrives from the financial institution.
    7. Once the card issuer imports the cleared transaction and all necessary information has been provided, submit the expense.