Using Works
Works is the Bank of America web-based application that P-Cardholders, P-Card Managers and P-Cardholder Supervisors/Department Heads for Department cards will access to reconcile and/or sign off on transactions. See the the P-Card Procedure manual for detailed responsibilities for each role. Works provides a post-purchase reconciliation process that adheres to the State of Idaho purchasing policies and procedures.
Updated Works Procedure Guides by Role:
**NOTE: the updated Works procedures to capture approvals, document a description of the purchase and upload receipts/approval/ supporting documentation will begin January 2025 for January 2025 transactions.
P-Cardholders - How to Reconcile and Sign Off in Works
- For P-Cardholders who do not have a P-Card Manager
P-Cardholders - How to Review and Sign Off in Works
- For P-Cardholders who do have a P-Card Manager
Individual P-Card Managers- How to Reconcile Transactions in Works
Department P-Card Managers- How to Reconcile and Sign Off in Works
P-Cardholder Supervisors_Department Heads for Department Cards - How to Review and Sign Off in Works
Legacy Guides:
A Works Guide to Allocating and Signing Off Transactions is available for more detailed instruction as to how to allocate and sign off on transactions each month.
A Works Guide to Run the Statement Report is available for step-by-step instructions as to how to run the monthly statement report.
A WORKS Quick Reference Guide is available with step-by-step instructions for the common tasks performed within the WORKS application.
Update your P-Card transactions throughout the month. At the first of each month make your final adjustments and sign off prior to the cutoff or 'sweep' date. If no account changes are made the default account will be used to expense the transactions to the Colleague system.
Sign into the Works website here.
***
Monthly Works Sweep Dates will no longer be posted here.
Please log in to your BoA Works account and reference the announcements section for all Sweep Date information.