American Work Getting Started Guide: Norway

Transcription

1 American Work Getting Started Guide: Norway American Work can help you to manage your Corporate Card Programme more efficiently online. With Standard and Customised Reports to track your American Express Work enables you to keep in control and up to date whenever you want. We ve improved American Work It s now even easier to manage your American Express Programme online. We ve simplified navigation in Work site and added new features to enable you to manage your Programme even more efficiently. What s improved? Now you ll find it even easier to find your way around Work site. Wherever you are you can click on the links on the top of the screen to take you straight to where you want to go next. Accessing Core Reports is more straightforward. We ve simplified access to Core Reports and we ve updated the names of our Report options: Core Reports are now Standard Reports and Enhanced Reports are now Customised Reports. Plus, we ve added some new information resources to help keep you up to date. Getting Started Guide This Getting Started Guide is designed to help you get the most out of American Work. It includes information on the services available Work, as well as instructions and tips on how to use these features. 1

2 Work Services at a Glance Using American How to Register, Log In, Manage your Password Request additional Access Navigation Need Help Icons Reports Standard Reports Customised Reports Resources and Help 2

3 @ Work Services at a Glance Services are available Work include: Reports Access Standard or Customised Reports to track and analyse spend for your Corporate Card Programmes. Resources and Help Access the latest information and resources to keep you up to date about your American Express Programme, Includes products reference guides, terms and conditions and much more. Please Note Access to types of Reports is based on permissions from your Company. You will only see those reports that you have been given access to. If you would like access to any additional Reporting services, please contact your Account Representative. 3

4 Using American Work How to Register Registration Work is a two-step process. Firstly, your company will need to be set up Work. This can be arranged by your American Express Account Representative. Secondly, you complete an online Registration form to set up your User ID and Password. If your Company has not already signed up Work: Contact your American Express representative before you register online If your Company has already signed up Work: Go to Follow the on-screen prompts to complete the online registration form You will need to provide your Company Approver s address Choose access to Reports You will also be asked to choose a User ID and Password You will receive confirmation via Log In Once you have completed the registration process and have your User ID and password, at Enter your User ID and Password You should then see Home Page, where you can follow the on-screen instructions to log in 4

5 Manage your Password If you have forgotten your password, click on forgotten password? on the Login Page, and follow the instructions to confirm a new one You can also change your password from the Login screen. To do this, click on Change Password. Enter your current User ID and password, enter a new password, then re-enter it. You will be logged in and be advised that your new password is confirmed. Request Additional Access If you have already registered Work, and would like access to additional Reporting services, please contact your American Express Representative. Navigation To find your way use the links in Tool Bar near the top of the screen. It is available on every page Work so you can easily switch from one section to another. This Tool Bar includes links to: Work Home o Reports, and o Resources & Help Click on the links in each section to go to the page that you need. For example, if you are in the Reports pages, you can easily switch to Resources and Help by clicking on that link in Work Tool Bar. Need Help Icons The Need Help icons in American enable you to access more information, including hints and tips about the section you are in. 5

6 Click on the Need Help icon to see a pop-up window with relevant information about that section Select any of the keywords highlighted in that pop-up to find out more about that topic REPORTS American Work Reports view your Corporate Card and/or Business Travel data in a secure, password-protected online environment, whenever you Work Reports help you to efficiently track and analyse Management Information for your company and help you drive compliance with your expense policy. Note - You may or may not have access to all of the Reports options. Access is based on user permissions which have been assigned by your organisation. You can choose either Standard Reports or Customised Reports We have recently updated the names of our Report options: Old Name Core Reports Enhanced Reports New Name Standard Reports Customised Reports American Work Reports enables you to: Access online reports that help you analyse spending, ensure compliance and identify cost savings opportunities View and monitor spending by employee, client and category 6

7 View, sort, search and download reports to help you manage spending. Leverage spending data to track expenses, recognise spending patterns and identify opportunities to consolidate and maximise supplier value. Access data to help you negotiate preferred supplier agreements and better rates on everything from office supplies and computers to travel and professional services. Standard Card Reports & Data Files Formerly known as Core Reports Access your standard report folders and download static pre-built monthly reports or data files for your Corporate Card Programme. Access Standard (Core) Reports You can access Standard Reports from Work Home Page We have recently updated the names of our Standard Report categories: The new report category names have been chosen based on feedback from customers around the world, and better describe the kind of reports that customers commonly request to see. To help you easily find your existing reports under the new category names, we have mapped the vast majority of reports from the old category names to the new category names as follows. 7

8 old name Core Reports Programme Management Financial Management Supplier Management new name Standard Reports Manage Cards Confirm Cardmember profiles are up to date Identify the Cards that are up for renewal. Show why Cards were cancelled, what cards are inactive Monitor Compliance Determine how much employees are spending and where Monitor if employees are following company spending policy Analyse Spend Trends Discover areas that can benefit from increased budget control Pinpoint areas where the company can save For example, if you previously accessed a report under the Programme Management category, then you should now find it under the Manage Cards category. It has been necessary to place a few reports in a more intuitive category than the one otherwise suggested by the mapping rules above. If you are having difficulty finding an existing report, please check all report category folders carefully. Customised Reports Formerly known as Enhanced Reporting Enhanced Reports Customised Reports Access Customised (Enhanced) Reports Choose Create Customised Reporting from Work Home Page and click on Go Use the Go button under Customised Reporting to access our tailored and flexible online reporting tool. Through Customised Reporting you can access: Shared Reports: Run reports based on shared templates 8

9 Create Report: Create a grid or graph report from scratch History List: View reports you have already run or which have been run for you via schedules My Reports: Easily retrieve saved reports My Subscriptions: Manage the reports you have set up to run on a regular basis To find out more or to enroll in American Work Reporting, please contact your company s American Express Representative Access Business Travel Reports Click on Business Travel Reports from Work Home Page RESOURCES & HELP This area provides additional information to help you manage your Programme. 9