P-Card Works Training

1. P-Card Works Training

2. Web address for 1st time users: https://payment2.works.com/wpm/action/login.viewloginPage After you have logged in the 1st time you can use the shorter web address of: https://payment2.works.com to access your login box. Click “No” Page 1

3. NOTE: After logging in the 1st time a returning user will get this new login screen. Enter Username & Password – then click “Login” 1st time users: Enter E-Mail Username & Password – Then click “Login” Page 2

4. Click to Launch Page 3

5. Click on “Tools” Page 4

6. Click “Search” Page 5

7. Click on “Transactions” After clicking on “Transactions” this window will come up. Page 6

8. Step 1: Type in the first name or last name Step 2: If needed, modify date Step 3: Click “Search” Page 7

9. Click on the transaction that needs to be re-allocated. Page 8

10. NOTE: By clicking one of the transactions (this one happens to be Zephyrhills Water) it will be highlighted. Click on the “Allocation” tab Page 9

11. Click on the “Add/Edit” button Page 11

12. Click on “GL Assistant” Page 12

13. Step 2: Click the “Go” button Step 1: Enter location number Page 13

14. Select cost center that you are looking for. Page 14

15. Enter GL you are looking for and then click “Go” Page 15

16. click “Finish” button Page 16

17. Click “Save” Page 17

18. Repeat steps as needed for other re-allocations or you may “Logout” Page 18