The following videos are in Flash format, and include audio. Set you speaker volume to a comfortable listening level.

The videos follow the processes for standard implementation, workflow and data validation. Your implementation or requirements may differ from these videos. Contact your administrator with any questions.

Videos are separated into four sections: Training for All, Cardholders, Managers, Accountants. Please watch the videos that apply to your role within the Works application.

 

Training for All

1) Overview of the Application
 

Introduces the application and demonstrates how organizations utilize the workflow. Excellent introduction for beginners. (3:14)
2) Initial Login/Forgot Password
 

Demonstrates how to log into the application for the first time and reset a password should you delete your welcome email or forget your password. (3:07)
3) Navigating the Application
 

Introduces the navigational features of the application that you will use to respond to action items, view your card's available funds, find reports, and modify the frequency of e-mails from Works. Excellent introduction for beginners. (8:57)

 

Training for Cardholders

4) Reconciling Transactions Made With Discretionary Funds
 

Demonstrates how to review, reallocate, and sign off on transactions that use Discretionary funds. The functionality shown in this video also applies to Proxy Reconcilers. (11:48)

5) Reconciling Transactions Made With Incremental Funds
 

Demonstrates how to attach transactions to purchase request, reallocate transactions, and sign off on transactions that use Incremental funds.
The functionality shown also applies to Proxy Requesters. (11:57)
6) Creating a Purchase Request
 

Demonstrates how to create purchase requests for incremental funds..
The functionality shown also applies to Proxy Reconcilers. (10:08)
7) Submitting Reimbursement Requests
 

Demonstrates to create reimbursement requests for out-of-pocket cash transactions. This feature is only available to organizations who have turned on this functionality. (6:02)
8) Viewing Your Online Statement and Handling Flagged Transactions
 

Demonstrates how to search for transactions, resolve transactions that have been flagged by your manager or accountant, and view or print your statement online. (10:27)

 

Training for Managers

9) Signing Off Transactions
  Demonstrates how to sign off on cardholders' transactions. (4:31)
10) Approving Purchase Requests and Delegating Authority
  Demonstrates how to approve or reject purchase requests for incremental funds. Delegation authority is also covered, allowing managers to give another user access to their tasks. (10:08)
11) Processing Reimbursement Requests
  Demonstrates how to approve reimbursement requests for out-of-pocket cash transactions. This session includes how cardholders create reimbursement requests. This feature is only available to organizations who have turned on this functionality. (6:02)
12) Using Standard Reports
  Demonstrates how to generate Standard Reports, including viewing the dashboard and company reports. (8:43)

 

Training for Accountants

13) Sweeping and Closing Transactions
 

Teaches those with the Accountant role how to sweep outstanding transactions, perform transaction review, flagging, and accountant close, as well as printing transaction information. (11:20)
14) Batching and Downloading Transaction Data
 

Demonstrates how to batch transactions and reimbursements into Export Batches for download and integration into a third-party accounting system. (8:42)