Below are bulleted items for reconciling your transactions. 

Some things to note before that: 

1. You must enter your personal banking information into the new system. 

  • Enter your Wells Fargo credentials as you normally do
  • Click WellsOne Expense Manager
  • On the top right-hand side, click on your name
  • Click Personal Settings
  • Under the person image on the left, click Reimbursement Account
  • Enter your routing number and account number
  • Check the account type (either checking or savings)
  • Check the “I Accept”
  • Click Save 

2. To Add a Cash Expense (Formerly OOP) 

  • Click on Expenses
  • Click the blue Add button on the left
  • Click Cash Expense
  • Enter a brief description for your transaction
  • Select the date of the transaction (Note: as per the policy regarding reimbursements, transactions are required to be entered within 30 days of the purchase)
  • Do NOT enter your transaction amount here
  • Click Next
  • Select the appropriate category from the Expense Wizard
  • Click next
  • The amount will be transferred to the transaction page
  • Select the GL Code if not already populated from the Expense Wizard
  • Select the Lehigh ID of your professor or advisor for the appropriate funding source. (You can click favorite and then select to save you steps in the future)
  • Select the index (You can click favorite and then select to save you steps in the future)
  • Enter your Business Purpose
  • If the transaction is $75 or greater, click Link Receipt on the top right
    • For mileage, please use mapquest or similar website, pdf the miles and attach is your receipt.
    • For Per Diem, please use the Domestic or Foreign websites to get rate for area. PDF information and attach as receipt
    • Click Update to save or Complete to send to approver