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Works Advanced Kathy Roeder & Susan Domingos

Works Advanced Kathy Roeder & Susan Domingos. WORKS Advanced. Tricks and Tips to make Works work for you. Tips and Tricks. Multiple Allocations/Corrections Flagging PeopleSoft Timing Reporting. Allocations. Sorting transactions Allocating more than one transaction

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Works Advanced Kathy Roeder & Susan Domingos

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  1. Works Advanced Kathy Roeder & Susan Domingos

  2. WORKS Advanced Tricks and Tips to make Works work for you.

  3. Tips and Tricks • Multiple Allocations/Corrections • Flagging • PeopleSoft Timing • Reporting

  4. Allocations • Sorting transactions • Allocating more than one transaction • Signing off on multiple transactions • Correcting multiple transactions • https://demo.works.com

  5. Flagging • How to flag • Why flag • Removing flag https://demo.works.com

  6. PeopleSoft Timing • Cardholder Sign Off • Manager Sign Off • Accountant Sign Off • Transactions in UD Financials

  7. Works Reporting • Run an existing report • Create a report • Edit already existing report • Schedule a report • Delete report • https://payment2.works.com

  8. Thank you for coming Kathy Roeder katroe@udel.edu 831-2159 https://payment2.works

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