Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation of how to Process WEX Card Transactions in the North Carolina Financial System (NCFS).
Introduction and Overview
This QRG covers the steps to Process WEX Card Transactions in NCFS Expenses module for a user to add, validate, and submit WEX transactions for approval.
Process WEX Card Transactions
To Process WEX Card Transactions in NCFS, please follow the steps below. There are 11 steps to complete this process.
Step 1. Click the Navigator icon.
Step 2. Click the Expenses button.
Step 3. Click the Travel & Expense wallet icon.
Step 4. On the Available Expense Items section select expense(s) and click the Create Report tab to create a report.
Step 5. Click the Date link on the Expense Items line item to view the expense line in detail.
Step 6. Validate the information and add the required Attachments.
Step 7. Click the Search icon to validate and edit the Account details if required.
Step 8. The Account pop-up appears. Review the details and edit if required. Click the OK button.
Step 9. You can press the right-arrow icon to go to the next line or Save and Close to go back to the report header.
Step 10. On the Expense Report page, enter *Purpose, click the Expense policies checkbox, and click the Submit button to submit the expense report after reviewing the details of your line items.
Step 11. On the Expense Reports page, the Expense Report is in the Pending Approval status.
Note: Once the Expense Report is submitted, it will flow through the approval workflow setup for the contingent worker. Once fully approved, the Expense Report will be sent to AP with the batch process.
Wrap-Up
Follow the steps outline above to add, validate, and submit WEX transactions for approval in the NCFS.
Additional Resources
- Instructor-Led Training (vILT)