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BOA Works Upgrade: Enhanced Features for P-Card Admins and Cardholders

The May 2013 upgrade of BOA Works introduced valuable enhancements for both P-Card Administrators and cardholders. Users can access essential information through the Home screen's right column, featuring Alerts & Announcements and Action Items for P-Card Admins, which track transactions for cardholders. Cardholders can view outstanding items and monitor their account credit through the Account Dashboard. This update also includes a Transactions view for detailed charge tracking and End of Month Statement options for report generation and date adjustments.

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BOA Works Upgrade: Enhanced Features for P-Card Admins and Cardholders

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  1. BOA- Works Upgrade May 2013 https://payment2.works.com/works/

  2. Home screen

  3. Announcements The right column on the home screen has useful information. Alerts & Announcements that you need to read.

  4. Action Items For P-Card Admins- It shows where transactions are for your cardholders. For cardholders -they will see how many items they have outstanding.

  5. Account Dashboard For cardholders it shows how much credit you have left on your card. For P-Card Admins it lets you see all the cardholders and what their balances are.

  6. Headers Allows the card holder to print their statements. Allows the cardholder to see their transaction.

  7. Transactions view To see your charges or if you are an approver you will be able to view items here.

  8. End of Month Statement Run your end of report Statements from this tab.

  9. End of Month Statement Category is Spend like before and template is the same “Cardholder with Allocation”

  10. End of Month Statement If you scroll down….you will see…where you can adjust your date range. (It always defaults to the last cycle)

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