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