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. 

Sign into the Works website here.

Update:

Works now accepts PDFs up to 5 MBs (previously was only 1 MB), however fillable PDFs need to be saved as standard PDFs before uploading.   If a fillable PDF is uploaded to Works, the information and signatures will not be retained.  Examples of fillable forms are the Travel Authorization, MER and Grants P-Card Purchase Request form.  See the quick guide linked below:

Quick Guide: Save as standard PDF

 

Works Procedure Guides by Role: 

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

P-Cardholders & P-Card Managers - Editing Flagged (Sent Back) Transactions

Works Training: 

 

Legacy Guide: 

A Works Guide to Run the Statement Report is available for step-by-step instructions as to how to run the monthly statement report.