Works Link: Transaction Signoff... · Works Link: 1. Log into Works using your Works “Login...
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Works Link: https://payment2.works.com/works/ 1. Log into Works using your Works “Login Name” and “Password” 2. After you are logged in, this will show you how many transactions you have to be reconciled (allocated and signed off).
Transcript of Works Link: Transaction Signoff... · Works Link: 1. Log into Works using your Works “Login...
Works Link: https://payment2.works.com/works/
1. Log into Works using your Works “Login Name” and “Password”
2. After you are logged in, this will show you how many transactions you have to be reconciled (allocated and signed off).
3. To reconcile the transactions, click in the word “Pending”.
4. The transactions in need of reconciliation are shown on this screen.
5. To allocate to a budget other than the default, click in the transaction document number. If the transaction should remain
allocated to the default number, skip to step 9.
6. Then click “Allocate/Edit”.
7. If the cost center needs to be changed, do it here. If the general ledger needs to be changed, do it here
8. When you have the correct budget number, click “Save”. Then click “Close”.
9. To “Sign Off” the transaction, click the box in front of the corresponding transaction.
10. Click the “Sign Off” button.
11. The “Comments” box appears. Enter the description for the transaction in the box and click “OK”
12. The transaction will disappear from the list. Repeat the same process for all other transactions.
