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American Express @ Work™ Corporate Account Reconciliation
2
End User Manu
Understanding User Roles
If you have access to more than one role (Cardmember, Cardmember Manager, Basic Control
Account Manager and/or Accounting Manager) you will be able to switch between e roles once
logged in. To switch roles, go to the menu bar at the top of the screen, click on Role, and choose
the desired role. The Accounts and Cycles Tab will refresh based on the chosen role. The check
mark next to the role indicates your current role.
2.1
C = Cardmember
Cardmembers can be associated with one or more card accounts. You can select a card and a
cycle to view transactions. Cardmembers have full access to:
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2.2
Review or mark a transaction with a Level 1 Approval, if approvals are enabled
Reallocate (change) a transaction's accounting information
Enhance the transaction details and add comments
Print a transaction summary
Customize view by selecting columns under list options
Search through and filter transactions
Export transactions to a CSV file which can be opened in Excel
CM = Cardmember Manager
Cardmember Managers can be associated with a group of card accounts. As a Cardmember
Manager, you can select a card and a cycle to view transactions. The permissions for this role
are identical to the Cardmember role with a couple of additional functions. Cardmember
Managers can:
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2.3
Add Manager comments and/or exceptions to each transaction
Mark a transaction with a Level 2 Approval, if approvals are enabled
BCA = Basic Control Account Manager
Basic Control Account Managers can be associated with one or more BCAs (Basic Control
Accounts). As a BCA (Basic Control Account) Manager, you can select a BCA and a cycle to
view transactions. The permissions for this role are identical to the Cardmember Manager role
with two additional functions. BCA Managers can:
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Use enhanced search capabilities (by Cardmember number)
Mark a transaction with a Level 3 Approval, if approvals are enabled
American Express
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