Signing off Transactions, The 17 Step Process

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Presentation transcript:

Signing off Transactions, The 17 Step Process Signing off Transactions, The 17 Step Process

Signing Off Transactions Step 1 Scan and save all available receipts to a folder on your computer. Name the files something familiar so you can attach them later.

Signing Off Transactions Step 2 Login to Works by clicking the following link: https://payment2.works.com/works/home Enter your username and password. (New users and users using new devices will need to enter their email address the first time they login).

Signing Off Transactions Step 3 From your home screen click on the “pending” link.

Signing Off Transactions Step 4 You will see a list of all your outstanding transactions. If you have more than 10 transactions you can click on the drop down arrow on the bottom of the page to view more transactions per page.

Signing Off Transactions Step 5 Click on the right side of the TXN000# ( #1) and a drop down arrow will appear. Choose “Allocate/ Edit” ( #2) A new page will pop up (See next Slide.) On this page you can allocate your FUND/ Account , add additional FUNDS/ Accounts , Update the Tax status , and add a business description.

How to Signoff on a transaction Step 6 a. Check your index (FUND) and your account numbers to make sure they are correct. If they need to be changed click in the box and update the information. b. Change your tax status. “Non- taxable” for goods and “ Sales tax included” for services. c. Click on add comment and write a description for the items you purchased. d. Press the “Save” icon. e. Press the “Close” icon

Signing Off Transactions Step 7 After you press “Close” you will be taken back to the transaction home page.

Signing Off Transactions Step 8 From the transaction home page click on the transaction TXN again (#1) and select “Manage Receipts” (#2)

Signing Off Transactions Step 9 A new window will appear. Click on the “Add” icon and select “New Receipt”.

Signing Off Transactions Step 10 A third window will appear. Click on “Choose File”

Signing Off Transactions Step 11 This will open your computer files . Find the folder with your scanned receipts and attach the correct receipt to the transaction.

Signing Off Transactions Step 12 Add a description Press “ok”

Signing Off Transactions Step 13 Press “Close” *Your receipt is now uploaded to the transaction.

Signing Off Transactions Step 14 #1 On the transaction home page select the correct transaction. #2 Press the “Receipt” icon.

Signing Off Transactions 15 of 17 #15. A new screen will appear. Check “ Yes, I have the receipt” ( #1) and leave a short comment. Press “Ok”(#2)

Signing Off Transactions Step 16 Check the transaction you want to sign off. Click the “Sign-Off” icon. A new winnow will appear . Press “OK”

Signing Off Transactions Step 17 Press ok. And move on to the next transaction.

Questions ?