Follow the below instructions to learn how to make use of @ Work1 Reconciliation.
OVERVIEW
@ Work Reconciliation automates the reconciliation process in three ways:
- Transactions flow automatically into the system.
- Pre-established accounting codes can be applied systematically.
- Users can review the codes and reallocate as needed.
Offers Carousel
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In the Account Summary page, select
Role from the drop-down list.
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Choose an account and click on the arrow button to expand the view.
In the expanded view, you can see data from up to twelve previous billing cycles.
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Click on a billing cycle of your choice to open the Transaction Summary view.
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Action tabs based on your organization’s business rules
can be seen in the transaction summary view.
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Each column in this view is sortable.
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The lock icon indicates that the transaction is locked,
and no updates can be made.
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The green calculator icon denotes that the transaction
has been reallocated.
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The eye icon means that the transaction has been reviewed
or approved.
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A red exclamation point means that the transaction has an exception.
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A blue-lined note icon means that the line item detail
has been provided by the merchant.
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A comment bubble icon indicates that a note is available.
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You can add receipts by clicking on the
‘Upload Receipts’ button.
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More fields can be viewed by clicking on the drop-down
list near the column titles. -
Click Print button to take a printout.
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Click Export button to download a report in csv or pdf format.
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Click on Advanced Search button to search for a particular transaction.
Terms & Conditions
1Use of American Express @ Work ® is restricted to employees, contractors and/or agents that the Company, and its representatives designate for the sole purpose of performing online account queries and maintenance, including accessing and/or creating reports relating to the Company's American Express® Corporate Card programs. @ Work is available to all companies with an American Express Corporate Card program.
Enrollment is required. To enroll in @ Work please contact your American Express Representative or call 1-888-800-8564.
