We welcome you to Bank of America Client Education. Our Live Training Workshops (LTW) gives you the opportunity to attend a web-based training with a live instructor at your convenience. 

Works™ Workshops

The Works workshops allow you to obtain a complete comprehension of the Works application and learn how to utilize the available functions.

The following is a list of the available Works workshops:

• Administrators: Navigating the New Works User Interface
• Administrators: Creating Users and Groups
• Administrators: Creating your Card Program
• Administrators: Understanding Cardholder and Approver Workflows
• Accountants: Works and the Accountant
• Administrators/Accountants: G/L End-to-End
• Administrators/Accountants: Reports Reports Reports
• ePayables Training
• Setting Up Purchase Request Functionality

Register for a Workshop

To register for a workshop, complete the following:

1. Click on the workshop title provided within the topics below (for example, go to ePayables Training).
2. Select the desired Date/Time of the class you wish to attend.
   Note: The default event schedule is set at Eastern Standard Time (EST).
3. Click Register.
4. Complete the requested information (i.e., Name, Email address, Company, etc.)
5. Click Submit.
6. Click Done. A confirmation email is sent to the email address you provided. The email includes detailed information about how to join the workshop.

Note: If you have any questions while signing up for a training class, please contact Client Education at workstraining@works.com.

Administrators: Navigating the New Works User Interface

This workshop provides an introduction to the new Works user interface and some of the benefits it provides.

To register for the workshop, go to Administrators: Navigating the New Works User Interface.

Administrators: Creating Users and Groups

This workshop provides the information needed to learn how to create and maintain users and groups in Works.

Note: The Works application is designed based on the hierarchy built by users and groups.

To register for the workshop, go to Administrators: Creating Users and Groups.

Administrators: Creating your Card Program

This workshop provides the information needed to create and maintain card requests, rules, and profiles.

To register for the workshop, go to Administrators: Creating your Card Program.

Administrators: Understanding Cardholder and Approver Workflows

This workshop provides the information needed to manage and educate cardholders and managers.

• Details functionality to reconcile and sign off transactions
• Highlights reporting options

To register for the workshop, go to Administrators: Understanding Cardholder and Approver Workflows.

Accountants: Works and the Accountant

This workshop prepares the accountants with information of a post-transaction workflow, which includes the following information:

• Sweeping
• Closing
• Batching transactions

To register for the workshop, go to Accountants: Works and the Accountant.

Administrators/Accountants: G/L End-to-End

The General Ledger (G/L) increases transaction organization and control.  This workshop provides the information needed to learn how to create and maintain segments, valid combinations, authorized profiles, and authorized rules.

To register for the workshop, go to Administrators/Accountants: G/L End-to-End.

Administrators/Accountants: Reports Reports Reports

This workshop is intended for program administrators. It provides the following information on how to:

• Pull Dashboard Reports
• Pull Configurable Reports
• Export Reports
• Schedule Reports

To register for the workshop, go to Administrators/Accountants: Reports Reports Reports.

ePayables Training

This workshop provides the following information:

• Ordering vendor cards
• Maintenance of existing vendor information
• Reconciling payments
• Downloading paid items file
• Troubleshooting declines
• Recognizing the differences between various match profiles 

Note: This is an all-inclusive class for ePayables.

To register for the workshop, go to ePayables Training.

Setting Up Purchase Request Functionality

This workshop provides information on the various uses of purchase requests and how to setup applicable options.

To register for the workshop, go to Setting Up Purchase Request Functionality.