American Express @ Work ®
Corporate Account Reconciliation (CAR) Tool
Enhanced Data Load History
Training Module
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Agenda
Enhanced Data Load History
 Module Objective
 Pre Training Quiz
 Background
Lesson 1: Viewing Cardmember Listing Files 1205s
Lesson 2: Pending Status
Lesson 3: Filter Files by Date
Post Training Quiz
Additional Information
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Enhanced Data Load History
Objective:
By the end of this lesson, using the Data Load History Tab in the System
Administration application, you will know where to view your Cardmember
listing (1205) files, how to explain a pending status, and how to filter by date.
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Pre Training Quiz – You will be able to answer
these questions after the training!
What does the status pending in Data Load History mean?
a) Files have not been received
b) Files have been received, however they have not been loaded into CAR
c) Files have been loaded into CAR, but they are pending to view
What dates can you filter on in Data Load History?
a) Last 3 days
b) Last 30 days
c) Last 60 days
d) All of the above
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Background
The Data Load History Tab within the System Administration application displays
the history of transaction files. We have made three enhancements which affect
this tab. Previously:
1. You could not see the status of Cardmember listing files (1205s)
Now we have added the capability to view your Cardmember listing files which
will give you added visibility and help troubleshoot any problems.
2. We didn’t have a pending status
In the past we could not tell if files were received and still processing or missing
altogether, the new pending status, will let us know that any files pending are not
missing.
3. You couldn’t search for a specific date.
No option existed to filter by date, and now you can.
This presentation will show you how to use these three new capabilities.
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Lesson 1: Viewing Cardmember Listing Files
(1205s)
Now you can view the status of your Cardmember listing files on the Data
Load History tab.
Step
Task
1
Click on the Data Load History Tab
from System Administration.
2
Expand folders to see 1205s
(123 123456)
Setup = The date CAR was implemented (will not change)
Process = The date the file was processed by American Express
File = The date the file was created
Load = The date the file was loaded into CAR
Status = Complete or Pending (in the process of loading)
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Lesson 2: Pending Status
Pending is a new status which can appear for any file type. The Pending
status indicates that the file has been received and is in the process of
loading into CAR. The pending status is indicated by an icon with two yellow
arrows.
Step
Task
1
Click on the Data Load History Tab
from the System Administration
Application.
2
Expand folders to see all files
(123 123456
Pending status indicates that the files
have been received and are in the
process of loading into CAR.
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Lesson 3: Filter by Date
Now you can filter by date for any file type in the Data Load History tab.
Step
Task
1
Click on the Data Load History Tab
from the System Administration
Application.
2
Click on Filters
3
Select Category: Date Range. Check
off any date range listed or all dates.
Click Okay.
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Post Training Quiz
What does the status pending in Data Load History mean?
a) Files have not been received
b) Files have been received, however they have not been loaded into CAR
c) Files have been loaded into CAR, but they are pending to view
What dates can you filter on in Data Load History?
a) Last 3 days
b) Last 30 days
c) Last 60 days
d) All of the above
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Post Training Quiz – Answers!
What does the status pending in Data Load History mean?
a) Files have not been received
b) Files have been received, however they have not been loaded into CAR
c) Files have been loaded into CAR, but they are pending to view
What dates can you filter on in Data Load History?
a) Last 3 days
b) Last 30 days
c) Last 60 days
d) All of the above
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Congratulations On Your Completion of this Training!
For Additional Information
Log into American Express @ Work
Click Resources & Help \ Resource Center
At the very bottom right side of the page, click Billing & Reconciliation
Resources
Go to the bottom of that page and click American Express @ Work ®
Corporate Account Reconciliation (CAR).
This page is dedicated for System Administrators of the CAR tool providing
updated User Guides, our new Case Study, Training and ongoing
Enhancements with links to Training Presentations.