Transcription of Works® User Guide
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Works User Guide Revised August 2021. Works User Guide Table of Contents Overviewof Works Account Account Funding ..8. Spend Reconciliation ..8. Card Real Time About Users and User About Group Officials ..11. Fund 11. Reconciliation Purchase Request Approval Process ..14. Company Wide Approval Threshold ..14. Group Approval 14. Group Approver's Signature Limits and Authority 14. Group Approval 15. Merchant Category Codes ..17. Creating a Password Resets.. 21. Logging In and Logging Out of Works .. 22. Security Timeout ..22. Navigating Works Home Page ..22. Action Items ..22. Accounts Dashboard ..23. Viewing the Authorization Log.
copyright notice. The user of this user guide acknowledges the rights of Bank of America in the contents and agrees to maintain this user guide and its contents inconfidence. “Bank of America” and “BofA Securities” are the marketing names used by the Global Banking and Global Markets divisions of Bank of America Corporation.
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