CAR Phase 21 Release Notes
Transcript of CAR Phase 21 Release Notes
Required Allocation Description: Clients will now have the ability to require their Cardmembers to enter an
allocation description. If marked as required, a user will need to populate a description for each line of accounting,
before being allowed to submit changes for reallocated transactions.
Publish Search: Two new permissions will allow Site Search Managers and Company Search Managers to create
searches and publish them for use by other users within their Site/Company. This release also includes additional
enhancements to existing search capabilities.
Native File Support for Receipt Imaging: Allows Cardmembers, when configured at the Site level, to attach receipts
in their original file format, thereby reducing the number of receipts rejected during the receipt attachment process.
@ Work Single Sign-On for CAR: Provides the ability for Program Administrators with access to both CAR and @
Work to link their login credentials together. This will enable single sign on by allowing these users to log in
through @ Work and directly access CAR without the need to perform an additional log in or maintain additional
user credentials.
High Level Overview of Phase 21 Release Content
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Administration
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A new configuration setting
has been added to the Card
Type Level screen that
allows the site administrator
to enable the functionality.
• Default setting = “No”
• Setting to “Yes” will require
that an allocation description
be populated during the
transaction reallocation
process.
• Setting to “Yes” will cause
the Revalidate task to flag
allocations with blank
descriptions as exceptions
with a note stating “Allocation
Description Missing”
End User
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When a user reallocates a
transaction where the
“Required Allocation
Description” is set to “Yes”
for that specific Card Type, a
message will be presented to
the user stating “Entry is
Required”.
Mass Updates
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When multiple transactions
are selected, and “Replace
specific account fields” is
selected, a check box will be
visible next to the Allocation
Description field. This check
box will work the same as
the boxes next to the
accounting fields by allowing
the user to apply the entered
description to all selected
transactions.
Searching
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When searching for
transactions, you may now
perform a search on the
Allocation Description field.
• The search is case
insensitive, meaning that
search results will be
returned even if the letter
case does not exactly match.
On the reallocate panel,
when searching for an
accounting value by
Description, that search will
now be case insensitive.
• In the example to the right,
searching for values that
start with a lowercase “u”,
returned results with an
uppercase “U”.
Searching
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Two new permissions have
been added, to support the
ability for users to publish
searches:
• CAR Company Search
Manager: allows a user to
publish and delete searches to
the CompanySearches folder.
• These searches will be visible to
all users on that company.
•CAR Site Search Manager -
allows a user to publish and
delete searches to the
SiteSearches folder.
• These searches ,will be visible to
all users who have access to the
Site where the search was
published.
• If a user wants to make a search
available to more than one Site,
but not the entire company, then
the Site Search Manager would
have to publish the search under
each Site separately by switching
to an account for the applicable
Site(s).
Accessing Searches
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A user that is not a search
manager, will now see up to
3 search folders:
• CompanySearches is
available to all users for the
company.
• Site Searches is available
to all users on the Site that is
currently being viewed based
on the users role.
• MySearches include all of
the searches created by the
user.
A folder will only show if
there is at least 1 search
posted in the folder.
The right-click feature on the
search screen has been
removed.
Search Enhancements
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Users can now select which
searches from the
MySearches folder they want
listed in their favorites (quick
search) area.
• Click the star to change the
status to favorite (yellow) or
not (gray).
• Favorites with a star
replace the former method
where first 4 searches were
marked with blue..
A description field is now
available for each search.
This field will be required for
any search that gets
published.
The last update information
is now listed on each search.
Searching Favorites
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Searches marked as
favorites will now be
available to run directly from
the favorites star icon, to the
right of the search button.
• The star icon has replaced
the former drop down arrow
icon.
• There is no limit to the
number of searches that can
be marked as favorites.
Searching Favorites
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Search managers will have
up to 2 additional folders:
• AmexSearches are created
by American Express and
made available to all search
managers.
• Search managers can save
these searches to their
MySearches folder, then
publish those searches to
their users based on their
Site/Company search
manager permission(s).
• DeletedSearches are
previously active searches
that have been deleted.
• Only Search Managers can
delete searches from the
Site/Company Searches
folders.
• Those searches will be
moved to the
DeletedSearches folder for 10
days.
Publish Searches
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In order to publish a new
search or update an existing
published search, the Search
Manager must first create
the search in MySearches
and then click the “Publish to
Site” or “Publish to
Company” button.
A published search will then
be listed in the Site or
Company Searches folder
• It will only be available to
users on the same Site to
which the search was
published.
• If a search is published with
the duplicate name, then the
Search Manager will be
asked to confirm they with to
overwrite search.
Deleting Searches
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Search managers with the
proper permissions have the
ability to delete site/company
searches.
• This will NOT delete the
original search from the
MySearches folder.
• A warning will be displayed
when a Site/Company
Search is marked for
deletion.
The deleted search will
placed in a DeletedSearches
folder for 10 days in the even
that it needs to be
reactivated.
• A delete search may be
reactivated by saving it to
MySearches and then
publishing the search again.
Non-Standard Receipt Images
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CAR may now be permitted
to accept “non-standard”
PDFs. If this is set to yes,
then users attaching receipts
that might have failed due to
conversion errors will now
be able to attach the original
PDF file.
• Receipt package swill
contain 1 separate file per
original PDF in addition to
the consolidated file for all
converted (standard)
images.
• Users will be unable to
attach individual pages of
an unconverted image to
different transactions. The
user must attach the
entire PDF for each
transaction.
• There will be no thumbnail
available for previewing
the image.
Updated Web Screens
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All CAR web screens have
been formatted to look more
like americanexpress.com
and @ Work pages.
• The links at the tops and
bottom of the screen will take
users away from CAR and
into americanexpress.com
content.
Logging in Via @ Work
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CAR Administrators with
access to @ Work have the
option of using their @ Work
ID and password to access
CAR.
• This service is not currently
available to End Users
(anyone who is not an @
Work user).
• Administrators wishing to
access @ Work and CAR
from a single location, will log
in to:
atwork.americanexpress.com
Accessing CAR from @ Work
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When the Administrator
clicks on one of the new
CAR links for the first time
they will be asked to provide
their CAR login credentials.
• American Express will
automatically provide
existing @ Work users with
access to the CAR links.
• Future access is granted to
by contacting the @ Work
help desk.
Managing Linked CAR IDs
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Once configured, the @
Work ID and CAR ID are
considered to be “linked”.
• The Linked status will be
visible in User Profile
Maintenance and a new flag
will be available in IFB.
• Linked IDs will no longer be
able to login to CAR directly.
• If a user no longer wants to
login to CAR from @ Work,
then someone will need to
Reset their ID, which will
unlink their ID, and send a
new CAR temp password to
the user.