If the Spend Wizard module has been enabled and you have been granted access rights, the Module - Spend Wizard link appears when you select Administration > Instance Management from the main menu

1.  Updating default coding in Spend Wizards

Each Spend Wizard has a default charge code/s and tax code that are populated into the transaction when selected by the cardholder. If these default code/s need to change, please use the following steps.

  • Go to Administration > Instance Management > Module - Spend Wizard.
  • Click on the   icon for Spend Wizard category you need to update

 

  • Click on Coding to view the current default charge codes and tax codes for the Spend Wizards under this category.
  • To update the assigned default codes of the mapped line, type in the default codes as required. To change the tax code, select the require code from the drop-down list. Then click on Save to finalise changes.

Note:

If you wish to add a new or change an existing Spend Wizard, we highly recommend contacting the FlexiPurchase support team or your Account Manager for further assistance. Please note that changing the setup of Spend Wizards can be a complex process depending on your individualised configuration and any subsequent dependencies.