American Express @ Work ®
Corporate Account Reconciliation (CAR) Tool
Enhanced Search on Merchant Names
Training Module
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Agenda
Enhanced Search on Merchant Names
 Module Objective
 Pre Training Quiz
 Background
Lesson 1: Searching on Merchant Name 2
Post Training Quiz
Additional Information
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Enhanced Search on Merchant Names
Objective:
By the end of this lesson, you will know how to search for the new Merchant
Name from the Card Data Tab in CAR.
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Pre Training Quiz – You will be able to answer
these questions after the training!
Where can you find the Merchant Name in the CAR application?
a) On the Card Data tab
b) On the Merchant Information sub tab
c) Both a and b
d) On the History tab
How do you perform a search in the CAR application?
a) Click on the search icon
b) Click on the search menu item
c) Click on the search sub tab
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Background
The CAR tool displays two name fields for merchants on the “Merchant
Information” sub tab on the Card Data tab. These fields are called
“Merchant Name1” and “Merchant Name2”. Depending on the merchant,
these two name fields can be exactly the same, similar or completely
different. Here are some examples.
1.“American Bread Co LLC” uses “Panera Bread” as its Merchant Name 2.
2.“Starbucks Corporation” uses “Starbucks 5379” as its Merchant Name 2
to represent a specific store location.
Some merchants choose to add a different name for its Merchant Name 2
to differentiate either a geographic location or a different store location. In
the past, you could only search on “Merchant Name 1” using the search
icon. We have added the ability to search on “Merchant Name 2” using the
search icon.
This presentation will show you how to use this new option.
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Lesson 1: Searching on Merchant Name 2
Now you will see a new search field containing Transaction: Merchant
Name 2.
Step
Task
1
Click on the search icon from the
Card Data tab in the CAR
application.
2
Scroll down on the search field, and
select, “Transaction: Merchant Name
2” .
3
Select an operator equals or does
not equal.
4
Select a merchant name from the
drop down list, click okay, then click
search to see your results.
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Results of Drop Down Search
Here is an example of the results of your search for Merchant
Name 2.
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Post Training Quiz
Where can you find the Merchant Name in the CAR application?
a) On the Card Data tab
b) On the Merchant Information sub tab
c) Both a and b
d) On the History tab
How do you perform a search in the CAR application?
a) Click on the search icon
b) Click on the search menu item
c) Click on the search sub tab
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Post Training Quiz – Answers!
Where can you find the Merchant Name in the CAR application?
a) On the Card Data tab
b) On the Merchant Information sub tab
c) Both a and b
d) On the History tab
How do you perform a search in the CAR application?
a) Click on the search icon
b) Click on the search menu item
c) Click on the search sub tab
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Tips
Here are some useful Tips to use when Searching:
 Remember you can save your favorite searches
 You can search with multiple qualifiers, just remember that your results
will show everything that meets all qualifiers. For example, if you want to
search on all transactions with a merchant name of “ABC” and under
$100. Your results will be only transactions that meet both of those
criteria, its “and,” not “or.”
 If you are importing data files from third party systems, POs/BTA/m360,
then you will have a third name field.
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Notes
If you want to see a field as a column header, you’ll need to customize your
Card Data List options.
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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.