This page will be dedicated to training How-To documents and links to video tutorials.
(For Sponsored Programs Host Student or Enrichment activity expenses, please go here.)
Here is a list of documents to guide you through each step of the process:
For Card Holders:
- How to Reconcile your Credit Card Transactions
- Video Tutorial: Part 1: How to Reconcile- Navigating Works
- Video Tutorial: Part 2: How to Reconcile Your Credit Card
- Video Tutorial: How to Check Available Funds on Card
- Video Tutorial: Works- How to Remove a Flag
- Missing Receipt Verification Form
- How to Request a Temporary Credit Limit Increase
For Users requesting cash reimbursements:
- How to Submit Out of Pocket Expenses (Reimbursement Requests)
- Video Tutorial: How to Submit Expense Reimbursements
For Approvers:
- How to Approve Credit Card Transactions
- How to Approve Reimbursement Requests
- Video Tutorial: How to Approve Reimbursements and Card Transactions
- Video Tutorial: Works- How To Flag a Transaction
For All:
- How to Upload Receipts
- How to Flag or Remove a Flag
- How to Capture Receipts to Upload into Works
- Town Hall Presentation Pilot Launch- January 2019