boa- works upgrade
DESCRIPTION
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 PresentationTRANSCRIPT
![Page 1: BOA- Works Upgrade](https://reader035.vdocuments.mx/reader035/viewer/2022081503/56815ee1550346895dcd8529/html5/thumbnails/1.jpg)
May 2013BOA- Works Upgrade
https://payment2.works.com/works/
![Page 2: BOA- Works Upgrade](https://reader035.vdocuments.mx/reader035/viewer/2022081503/56815ee1550346895dcd8529/html5/thumbnails/2.jpg)
Home screen
![Page 3: BOA- Works Upgrade](https://reader035.vdocuments.mx/reader035/viewer/2022081503/56815ee1550346895dcd8529/html5/thumbnails/3.jpg)
Announcements
The right column on the home screen has useful information. Alerts & Announcements that you need to read.
![Page 4: BOA- Works Upgrade](https://reader035.vdocuments.mx/reader035/viewer/2022081503/56815ee1550346895dcd8529/html5/thumbnails/4.jpg)
Action ItemsFor P-Card Admins- It shows where transactions are for your cardholders.
For cardholders -they will see how many items they have outstanding.
![Page 5: BOA- Works Upgrade](https://reader035.vdocuments.mx/reader035/viewer/2022081503/56815ee1550346895dcd8529/html5/thumbnails/5.jpg)
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.
![Page 6: BOA- Works Upgrade](https://reader035.vdocuments.mx/reader035/viewer/2022081503/56815ee1550346895dcd8529/html5/thumbnails/6.jpg)
Headers
Allows the cardholder to see their transaction.
Allows the card holder to print their statements.
![Page 7: BOA- Works Upgrade](https://reader035.vdocuments.mx/reader035/viewer/2022081503/56815ee1550346895dcd8529/html5/thumbnails/7.jpg)
Transactions view
To see your charges or if you are an approver you will be able to view items here.
![Page 8: BOA- Works Upgrade](https://reader035.vdocuments.mx/reader035/viewer/2022081503/56815ee1550346895dcd8529/html5/thumbnails/8.jpg)
End of Month Statement
Run your end of report Statements from this tab.
![Page 9: BOA- Works Upgrade](https://reader035.vdocuments.mx/reader035/viewer/2022081503/56815ee1550346895dcd8529/html5/thumbnails/9.jpg)
End of Month Statement
Category is Spend like before and template is the same
“Cardholder with
Allocation”
![Page 10: BOA- Works Upgrade](https://reader035.vdocuments.mx/reader035/viewer/2022081503/56815ee1550346895dcd8529/html5/thumbnails/10.jpg)
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)