Works Training Videos

Accountholder and Approver Allocation/Edit and Sign Off

Index for: Accountholder and Approver Allocation/Edit and Sign Off
0:00 - Introduction and General Information
1:15 - Explanation of Cycle and Cutoff Dates
3:10 - Allocate/Edit (Add description and update account string)
5:56 - Add Additional Lines (to divide funding source)
7:23 - Sign Off Process

Accountant Allocation/Edit and Sign Off


Index for: Accountant Allocation/Edit and Sign Off
0:00 - Introduction and General Information
1:26 - Explanation of Cycle and Cutoff Dates
4:09 - Allocate/Edit (Add description and update account string)
7:27 - Add Additional Lines (to divide funding source)
8:55 - Sign Off Process (Close)
9:58 - Sweeping Transactions

Accountholder’s Authorization Log (Includes Decline Information)


Creating Reports