The works application is a web based user friendly electronic card payment management service that automates streamlines and integrates existing payment authorization and reconciliation processes while providing management reporting and spending controls if you would like more information about works please contact your bank of america
Bank of america this user guide may not be reproduced or disclosed to others in whole or in part without the written permission of bank of america permitted reproductions shall bear this notice and the bank of america copyright notice the user of this user guide acknowledges the rights of bank of america in the contents and agrees
In addition to the chapters that make up the works end user manual additional information has been included for reference contacts and resources the contacts and resources provide contact information and references from for the statewide pcard administrator s office and bank of america glossary
Works creating and managing expensereports 1 creating an expense report 2 to add or remove transactions from an expense report complete the following 1 click expenses expense reports owner thepending sign off screen displays 2 click the expense report name a drop down menudisplays 3 click view full details the expense
Report add to a newreport transactions can be added to expense reports by either the primary or secondary accountholder proxy reconcilers canonly add transactions to expense reports they have created on the accountholder s behalf to add one or more transactions to an expense report complete the following 1 click expenses transactions
Using works however if your program administrator has customized a billing statement template for your organization and bookmarked it to be shared company wide we recommend that you use the shared template to run a generic billing statement template 1 click reports reports in the navigation bar and select spend reports 2 from the
Reporting is based on authorization and authorization capture requests only and are not related to batch settlement funding and or fees authorization reporting is available for 6 to 18 months depending upon the report transactions can be searched using default date ranges or custom date ranges up to a maximum of 3 months
Welcome to works reporting training presented by the department of financial services office of florida financial education over the past year the florida department of financial services has been working closely with bank of america preparing to implement works to meet florida s needs for managing our growing purchasing card expenditures
Optimism and expectations for the future the findings from our 2024 workplace benefits report provide perspective on today s issues and trends and guides our work with employers in establishing more relevant meaningful and inclusive financial wellness programs click on the arrows to explore key findings from this year s report
Take the assessment to understand and improve your financial health access to online tools resources and independent financial planners who can help you get the most from your employee benefits and achieve your personal financial goals provides you and your family with educational tools that help with complex money topics
2018 annual report proxy statement additional soliciting materials investing in securities involves risks and there is always the potential of losing money when you invest in securities are not fdic insured are not bank guaranteed may lose value are not deposits are not insured by any governmental agency
Works quick reference guide 8 technical support 1 888 589 3473 option 4 hours of operation monday friday 7 00 a m 9 00 p m eastern time commcardthd bankofamerica com return to table of contents works works introduction this card provides the information needed to export segment values from works to a file once segment values are
Lder to manage transactions wi in this guide you will learn how to a ocate or edit a transaction add a transac on to an expense report nage the receipt statu on a transaction si off on a transaction dispute transaction divide a transaction remove a flag on a transaction each of the above to
Bank of america is the only major small business card issuer to ensure fairness and transparency to its clients as part of the card act protections often called the credit cardholders bill of rights most rewards cards also come with a 0 introductory apr followed by a variable apr if apr is most important choose a
Bank of america is pleased to present the findings of our 2024 business owner report a comprehensive study on the viewpoints goals and concerns facing small and mid sized business owners nationwide this year s report findings indicate that u s small and mid sized business owners maintain a positive outlook as a majority expect their
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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
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Standard reports templates provided by bank of america merrill lynch recent reports template reports you have recently used selecting a recent report template uses the original template not the template as it was last configured and saved for personal use choose from all available templates accountholders may be asked to use template
Falkenstein photos check out tripadvisor members 39 249 candid images and videos of landmarks hotels and attractions in falkenstein
Works quick startguide this guide provides the information needed to manage spend control profiles a spend control profile details the credit limit and credit restrictions for accounts assigned to that profile all accounts must be assigned to a spend controlprofile within this guide you will learn how to create a spend control profile
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