Hello! This provides details below pertaining to the University's Bank of America VISA charge card program.
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1 Access to Works Once your application has been approved and a card has been ordered, you will receive a welcome that includes your username and a link to the application. **IMPORTANT** Keep this until you receive your card. After you receive your card you may use the instructions to log into Works. Already have access to Works? Your current username and password are the same in the new User Interface. Click here to continue to Step 1. This will be sent from Works [mailto:worksnoreply@works.com]. Please add it to your valid sender list to ensure the is not sent to your Junk . Sample is listed below: Hello! This provides details below pertaining to the University's Bank of America VISA charge card program. Sandy, To set your password, begin by entering your username or address at this URL: Your username: 207_ssd9x Your address: ssd9x@virginia.edu If the above link does not work, copy and paste the link directly into your browser's location field. Before accessing the application, make sure your browser enables cookies, allows pop-up windows (for the "works.com" domain), and checks for newer versions of stored (cached) pages automatically. For more information on how to configure these settings, consult your browser's documentation. Please also note that the link above allows you to access the application one time only. After your initial login, you must access the application by entering the following URL in your browser's location field: We recommend that you use your browser to create a bookmark for this address to quickly access the application in the future. If you have any further questions, please contact your Program Administrator(s) listed below. Thank you and have a great day. For further assistance please contact Laura Burns at lmb2j@virginia.edu Log into Works 3 at: Works is a registered trademark of Bank of America Merrill Lynch
2 Please Note: It is every Cardholder s responsibility to create an account in BOA Works so they can review their transactions and print statements. This special site, and log in information on the you receive in your Inbox will only be valid for 60 days. If you attempt to access this site using the information in the after 60 days, it will not work. You will have to the Program Administrator at pcardadmin@virginia.edu to re-send the Welcome . Creating a Password To create a password Click the first link in the message to open your internet browser. Enter your address or username provided in the . Address or Login Name page display Click Ok Enter a password in the Password field, and then enter the same in the password in the Confirm field. Click the arrow in the Question field and select the desired security validation question. Enter an answer to the question and repeat the same answer in the Confirm field and click Ok. For easy access to the site please bookmark the following URL:
3 Below is the homepage after login.
4 Obtaining your Monthly Cardholder Statement from Works The following template has been designed for you to use in lieu of the paper bill sent from Bank of America each month. You will still receive a paper statement in the mail if there are transactions for the billing cycle. You do not need to keep both for documentation. The template below is available 48 hours after cycle close for you to access. 1. Click Reports >Create
5 2. In Category select Spend 3. In Template select Choose from all available templates
6 4. Search in Template Name field for UVA Monthly Cardholder Statement. Click OK
7 5. Make sure correct billing cycle defaults in Post Date. If it does not, you may click on the calendar icon and change the dates. The dates will default to the most recently closed billing cycle. Click OK. *If you need a different billing cycle you can chose Selected Cycle and use the arrows to click through the pre-populated billing dates.
8 6. Click Submit Report to run report immediatley. Option: You may also choose to schedule the report to run every month automatically under Scheduling and Expiration at the bottom of the report. Click Recurring radial button then select Every billing cycle plus 2 days. Then click Submit Report button at the bottom right of screen. 7. Report will show in Completed Reports. Once report is ready, click on the PDF hyperlink to view your statement.
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