American Express @ Work is the online resource centre for effective

advertisement
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
American Express @ Work is the online resource centre for effective management of your
Company's Corporate Card programme.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Access Keys - Preparing for Card Applications.
Card Applications are administered in @ Work. Access Keys must be created in @ Work
before Card applications can be created for a Basic Control Account (BCA). Once created, an
Access Key is used to initiate and process all Card applications for a BCA.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Access Keys must be created in @ Work before Card Applications can be processed for a
BCA.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Select ‘Submit Card Applications’.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Using the 4 tabs here, you have complete control over the card applications process.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Before Card Applications can be processed, an Access Key must be created for each BCA.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
The list of BCAs available is driven by your @ Work access.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Product Type, Billing Type and Liability Type are all pre-populated by choosing BCA.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Here you can type in your access key. Use your own naming conventions for convenience for
each Access Key. This could be BCA, Cost Centre or Department.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
This Access Key will remain valid until the expiry date of your choosing.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Click the ‘Save’ button.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Applicants will need to know the correct Access Key in order to start their application.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Initiating Applications - Managing Card Applications. There are two ways to initiate Card
Applications.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
OPTION 1: Initiated by the Applicant.
The applicant obtains an access key and visits the Application Form Online.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
The Applicant needs to know the appropriate Access Key. The Access Key ensures that the
correct BCA information is processed in the Application.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
OPTION 2: Initiated in @ Work.
Here you can select an Access Key from the list.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
As an @ Work user you can initiate individual Card Applications or initiate many Applications
simultaneously.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
The Access Key ensures that correct BCA information is processed in the Application.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
You can change the priority status.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Here you can enter an email address. American Express will use this email address to contact
the Applicant with a link to their Card Application form, and Tracking Number. For bulk
Applications, email addresses are uploaded in a spreadsheet template provided in @ Work.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
A tracking number is only required if the application is initiated on @ Work. A tracking number
will be sent via automated email.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Applicants will need to know the Access Key to begin completing their Application Form.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Once your access key is entered, select the ‘Submit’ button.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Once initiated via OPTION 1 or OPTION 2, an @ Work user can see the status of all
Applications.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Applying for a Card - Managing Card Applications.
Completing the Application is easy and should not take more than 10 minutes. Applicants will
need to know the Access Key to get started.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Applicants will need to know the Access Key to begin completing their Application Form.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Once your access key is entered, select the ‘Submit’ button.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
There is a handy check-list and instructions for Applicants, before completing the application.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
At any time, the Application can be saved to complete at a later date.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Select the ‘Card and Liability Type’ tab. These important details are pre-populated by the
Access Key and cannot be edited by the Applicant.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Select the ‘Personal Details’ tab. Mandatory fields and data validation, help ensure
applications can be processed correctly first time, without follow up for clarification.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Applicants can choose how they would like their name displayed.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Applicants can choose their Card PIN, in countries where Chip & PIN Cards are issued.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Select the ‘Request for Urgent Delivery’ tab. Requests for urgent delivery can be
accommodated.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Select the ‘Company Details’ tab, and fill in the requested information.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Select the ‘Direct Debit Details’ tab. If the Applicant will be responsible for settling their own
monthly bill, they can enrol in Direct Debit during the Application. This section is not displayed
for centrally settled accounts.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Select the ‘Upload Supporting Documents’ tab.
UK only: If required, Applicants can upload the following:
- ID verification documents
- Proof of address
- Approvals, for example, Line Manager, Finance etc.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Select the ‘Terms and Conditions’ tab. Once you have read the terms and conditions, select
the box to acknowledge if you agree to them.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Applicants can choose to view, print or email the terms and conditions.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
When ready, select the ‘Continue’ button.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Review your Application details before submitting.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
France & Germany: This is the point at which the data is submitted to American Express
pending signature & ID documentation.
UK: The @ Work user receives a notification email informing them that the Application has
been completed and is pending approval.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
All applicants will receive an email detailing how to access their application, in case additional
information is required.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
France & Germany: Approval signatures are required before a Card can be issued. Applicants
must print the coversheet, and application to collect the necessary approvals.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Approving & Submitting - Managing Card Applications.
For security and control, all Applications must be approved by the Company in order to be
processed by American Express.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
France & Germany: Applicants must print Application and cover sheet, obtain approval
signatures and submit to American Express, along with other required documentation.
UK: Programme Administrator receives email notification of completed Application.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
You can review the details of an application and any attachments. For reasons of privacy and
security, you will not be able to see PIN numbers, bank details or other sensitive information.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
Once an application is selected, it must be approved in @ Work. This is the point at which the
approved Application is submitted to American Express.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
CORPORATE EXPENSE
MANAGEMENT SOLUTIONS
France, Germany & UK: Once the Card Application has been received by American Express,
we will process it and, provided it is accepted we will then issue the Card.
MANAGE GLOBALLY | MAXIMISE CONTROL | DRIVE SAVINGS | BENEFIT EMPLOYEES | MANAGE GLOBALLY | REAL BUSINESS. REAL SOLUTIONS.TM
Download