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May 20071 Young Life US Field Approver Quick Tips Guide May 2007 Logging into the Works system… 1.Open your Internet Browser. 2.Enter the following in.

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Presentation on theme: "May 20071 Young Life US Field Approver Quick Tips Guide May 2007 Logging into the Works system… 1.Open your Internet Browser. 2.Enter the following in."— Presentation transcript:

1 May 20071 Young Life US Field Approver Quick Tips Guide May 2007 Logging into the Works system… 1.Open your Internet Browser. 2.Enter the following in your address bar: payment2.works.com 3.Login into the system with: Username: Password: 4.Click … (see A) Note: You can reset your password by clicking on “Forgot your password?” A Thank you for being an Approver for Young Life expenses. The purpose of your function is to ensure that the expenses look appropriate and reasonable for your Mission Unit. You will be responsible for reviewing transactions and out of pocket expenses that are $150 or more, and will be capable of reviewing all transactions. In addition, you are responsible for approving check requests and increases of a cardholder’s limit for items such as a banquet or a camp trip.

2 May 20072 To start click either the “Sign Off” task link on your home page (see B) or choose “Transactions Requiring Sign Off” in the Manager section of the Left Navigation bar (see C). When you are in any screen and want to return to the home screen, click on the home button (see D). D B C

3 May 20073 How to Approve a Purchase Card Transaction Transactions awaiting approval are displayed in the upper section of the screen (see E). Click on a transaction in the upper section to view its details in the lower section. The sign off status will show: CH = Cardholder has signed off A = Service Center Accountant has paid—Approver sign off still needed Click on a transaction in the upper section to view its details in the lower section. E Note: Coding is complete when the Comp/Val/Auth fields for the selected transaction display green checks [√ √ √ ] instead of red x’s [x x x] (see L). Also, the Allocation field will display the Mission Unit and Expense code unless additional lines are allocated to the transaction, in which case the word “multiple” will appear.

4 May 20074 Click the Allocation tab (see F) and review the GL expense codes (see table below). To edit the allocation, check the line you wish to change and click. When finished, click. 2420US Field Capital Purchases 5415RTD Training 5710Vehicle 5810Office 6210Program 6255Camp 6410Fundraising 6415Donor Car 6430Banquet 6440Golf Events 6710Travel and Conference 6425Operating Fundraisers 8690Miscellaneous Expenses F

5 May 20075 Click on the Purchase Detail tab (see G) to get a listing of what was purchased (if provided by the vendor). To approve the transaction, click (see H). A comment box will appear, and nothing is needed so click the “ok” box. G H

6 May 20076 Flagging a Transaction To flag a transaction which sends a transaction back to a cardholder for additional information, click (see I) on the General Tab and enter comments. I

7 May 20077 How to Approve an Expense Reimbursement From the home page, click on “Sign Off” Reimbursement (see J). J

8 May 20078 If approving a reimbursement, click Sign Off (see K). If rejecting a reimbursement, click Reject (see L). K L

9 May 20079 If you have a question on the reimbursement and wish to alert the cardholder, click the Flag button (see M) and enter the question. This alerts the cardholder that more information is requested before it can be approved. M

10 May 200710 How to Approve an Advance or Check Request From the home page, click on “Approve/Reject” Purchase Requests (see N). A check request is where a check will be cut from the Service Center. A Purchase Request is where an instant increase in credit limit will be placed on the cardholder’s card to make the purchase requested. Advance Requests will be needed for camp trips, banquets, capital purchases, golf tournaments, etc. N

11 May 200711 Check Request (Check Sent from Service Center) A check request must have the Approval Route as “Check Req. Approval Group” and the Payment as “Check Request” (see O). O

12 May 200712 Advance Request (Increase on P Card) A purchase request must have the Approval Route as the name of the Mission Unit and the Payment as “Managed/Semi-managed Card” (see P). P

13 May 200713 How to View Detail on Advance or Check Request For both types of transactions: Click on the transaction you want to view to get the detail (see Q). Q

14 May 200714 Click on the Allocation tab to review or change the account coding (see R). After reviewing, click on either the Approve button (see S) to pay the invoice/increase card limit or the Reject button (see T) to not pay the invoice/increase card limit. R ST

15 May 200715 How to Rearrange Columns for Easy Viewing While in a Review screen click on the Column button (see U). U

16 May 200716 To move a column closer to the top, highlight the column header you want (see V) and click the Move Up button (see W). If you want to move item down, click the Move Down button (see X). To remove an item from the active columns, click the Remove button (see Y). To add a column, highlight the column name you want and click the Add button (see Z). V W Y Z X

17 May 200717 Organizing Your View To prioritize your review, click the Table Button (see AA). Click on the Purchase Amount column (see BB) twice to have the items listed in highest to lowest amount spent. Click on the Split View button (see CC) to return back to seeing the full detail. BB AA CC

18 May 200718 How To Run Reports on All Transactions To see all transaction by cardholders in your Mission Unit, click on Standard Reports, Dashboard, and then “Spend – Mission Unit” (see DD). Highlight the mission unit you want to review (see EE). Click on an individual transaction (see FF with expanded detail) to get information on that purchase. FF EE DD

19 May 200719 The Purchase Detail tab (see GG) will give the detail of what was purchased, if the information is available from vendor. GG

20 May 200720 How to Change Email Preferences Click on Tools, Personal Settings, and then Email Preferences (see HH). You may change these preferences, but please do not change any of your options to “Never.” HH


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