Due to the competitive nature of this document, the information contained within is considered to be of a proprietary and confidential nature and shall not be copied, printed or otherwise reproduced without the express written permission of American Express. American Work ® Corporate Account Reconciliation (CAR) Tool Enhanced Search on Merchant Names Training Module

2 Agenda Enhanced Search on Merchant Names  Module Objective  Pre Training Quiz  Background Lesson 1: Searching on Merchant Name 2 Post Training Quiz Additional Information

3 Objective: By the end of this lesson, you will know how to search for the new Merchant Name from the Card Data Tab in CAR. Enhanced Search on Merchant Names

4 Pre Training Quiz – You will be able to answer these questions after the training! Where can you find the Merchant Name in the CAR application? a)On the Card Data tab b)On the Merchant Information sub tab c)Both a and b d)On the History tab How do you perform a search in the CAR application? a)Click on the search icon b)Click on the search menu item c)Click on the search sub tab

5 Background The CAR tool displays two name fields for merchants on the “Merchant Information” sub tab on the Card Data tab. These fields are called “Merchant Name1” and “Merchant Name2”. Depending on the merchant, these two name fields can be exactly the same, similar or completely different. Here are some examples. 1.“American Bread Co LLC” uses “Panera Bread” as its Merchant Name 2. 2.“Starbucks Corporation” uses “Starbucks 5379” as its Merchant Name 2 to represent a specific store location. Some merchants choose to add a different name for its Merchant Name 2 to differentiate either a geographic location or a different store location. In the past, you could only search on “Merchant Name 1” using the search icon. We have added the ability to search on “Merchant Name 2” using the search icon. This presentation will show you how to use this new option.

6 Now you will see a new search field containing Transaction: Merchant Name 2. StepTask 1Click on the search icon from the Card Data tab in the CAR application. 2Scroll down on the search field, and select, “Transaction: Merchant Name 2”. 3Select an operator equals or does not equal. 4Select a merchant name from the drop down list, click okay, then click search to see your results. Lesson 1: Searching on Merchant Name 2

7 Results of Drop Down Search Here is an example of the results of your search for Merchant Name 2.

8 Post Training Quiz Where can you find the Merchant Name in the CAR application? a)On the Card Data tab b)On the Merchant Information sub tab c)Both a and b d)On the History tab How do you perform a search in the CAR application? a)Click on the search icon b)Click on the search menu item c)Click on the search sub tab

9 Post Training Quiz – Answers! Where can you find the Merchant Name in the CAR application? a)On the Card Data tab b)On the Merchant Information sub tab c)Both a and b d)On the History tab How do you perform a search in the CAR application? a)Click on the search icon b)Click on the search menu item c)Click on the search sub tab

10 Tips Here are some useful Tips to use when Searching:  Remember you can save your favorite searches  You can search with multiple qualifiers, just remember that your results will show everything that meets all qualifiers. For example, if you want to search on all transactions with a merchant name of “ABC” and under $100. Your results will be only transactions that meet both of those criteria, its “and,” not “or.”  If you are importing data files from third party systems, POs/BTA/m360, then you will have a third name field.

11 Notes If you want to see a field as a column header, you’ll need to customize your Card Data List options.

12 Congratulations On Your Completion of this Training! For Additional Information Log into American Work Click Resources & Help \ Resource Center At the very bottom right side of the page, click Billing & Reconciliation Resources Go to the bottom of that page and click American Work ® Corporate Account Reconciliation (CAR). This page is dedicated for System Administrators of the CAR tool providing updated User Guides, our new Case Study, Training and ongoing Enhancements with links to Training Presentations.