Website: https://payment2.works.com/works

Login: enter your username and password. If you have forgotten your password, please contact Maria Botelho at x1357

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To view your purchases: click on the pending word (across from sign off) under Current Status column.

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You will see your purchases listed

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To allocate: click on the 3 red X’s line under comp/val/auth

To Allocate: Type in the Fund box, org box and account box by name/word or number, type in your description of business purpose (please be detailed). The red X’s will go from red to green. See example below. You can also add a line (if you need to split charges) by clicking on the add button. Click on the SAVE button then click the CLOSE button to allocate the next transaction.

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To Sign off on all transactions: Place a check mark in the square box on the left and then hit the blue

sign off button.

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To run your Monthly Activity Report: On the top of the page click on Reports, select create

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Under Category: choose Spend

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Under Template: Choose Shared Monthly Activity Report (if you do not have Personal Monthly Activity Report)

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Type your last name in the blank box (next to CH Last Name: is exactly). You may need to do that monthly. Also, you may need to change the date to the previous month under Post Date (click on the calendar box and select previous cycle and hit ok)

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At the bottom of the page hit the Submit Report button.

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After you hit the submit report button (within a minute or two) you will see the word PDF will appear with a green check mark. Click on the word PDF (under Output Type column) to open your report and print it.

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