May Young Life US Field Cardholder Signoff 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 to the system with: Username: Password: 4.Click … (see A) Note: You can reset your password by clicking on “Forgot your password?” A

May Coding Transactions/Editing the Allocation To start, click either the “Sign Off” task link (see B) on your home page or click “Transactions Requiring Sign Off” (see C) in the Left Navigation Bar under Cardholder Tasks. B C

May Coding Transactions/Editing the Allocation…(cont) 1. Select the transaction you wish to view and/or edit. The details will appear in the bottom half of your screen (see D). D

May Click the Allocation tab (see E). You will notice that the system automatically applies a default value for your Mission Unit (Area #) and Expense Account (based on the type of vendor the purchase was made at). To edit the allocation, check the box on the line you wish to change and click (see F). E F

May Coding Transactions/Using the GL Assistant 3. Click on to change the codes from a list (see G). Upon clicking on the GL Assistant button, the Mission Unit selection box is displayed (see next page for detail of selection box). Select what you want to change by clicking the desired code. Or, alternatively, enter the Mission Unit and Expense Account code directly into the fields provided for each. The three additional GL fields are not applicable for use by US Field Cardholders (see H). To add more lines to be able to allocate expenses, click Go (See I). Can allocate expenses by dollar amount or percentage here (see J). Note: To copy from one field to another, click the field you want to copy from and key “Ctrl, C” on your keyboard. Then click the field you want to copy to and key “Ctrl, V” on your keyboard. H G IJ

May Coding Transactions… (cont) 4. Select the Mission Unit. The Expense Account selection box will be displayed (see K). Select by clicking desired code. Click Finish button (see L). 5.After any changes, click (see M). K L M

May Coding Transactions…(cont) 6. Click the Purchase Detail tab (see O) to review any line-item detail submitted by merchant [optional]. 7. To signoff and submit the transaction, click (see P). After clicking a comment box will appear where, if the purchase is $75 or more, you must enter the business purpose of the transaction. 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 N). 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. N O P

May Resolving Flagged Transactions 1. If Approver has flagged a transaction for more information, click on Resolve (see Q). Q

May Approver’s question/issue is noted under “Comments” (see R). To respond or answer the question, click on Remove Flag (see S). S R

May When finished with response, click OK to send back to Approver (see T). T