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BOA- Works Upgrade. May 2013. https://payment2.works.com/works/. Home screen. Announcements. The right column on the home screen has useful information. Alerts & Announcements that you need to read. Action Items. For P-Card Admins - It shows where transactions are for your cardholders. - PowerPoint PPT Presentation
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May 2013BOA- Works Upgrade
https://payment2.works.com/works/
Home screen
Announcements
The right column on the home screen has useful information. Alerts & Announcements that you need to read.
Action ItemsFor P-Card Admins- It shows where transactions are for your cardholders.
For cardholders -they will see how many items they have outstanding.
Account DashboardFor cardholders it shows how much credit you have left on your card.
For P-Card Admins it lets you see all the cardholders and what their balances are.
Headers
Allows the cardholder to see their transaction.
Allows the card holder to print their statements.
Transactions view
To see your charges or if you are an approver you will be able to view items here.
End of Month Statement
Run your end of report Statements from this tab.
End of Month Statement
Category is Spend like before and template is the same
“Cardholder with
Allocation”
End of Month Statement
If you scroll down….you will see…where you can adjust your date range.(It always defaults to the last cycle)
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