American Express Work Corporate Account Reconciliation

1
American Express _at_ Work Corporate Account
Reconciliation

• University of Calgary
• CAR End User Training Session

2
System Overview

• The American Express Purchasing Card technology
  is called Corporate Account Reconciliation (CAR)
• The tool allows you to review and reallocate
  Purchasing Card transactions
• Posted transactions will be grouped by billing
  cycle
• Note Enhanced line item detail will appear if
  the merchant is a Level 3 supplier
• The following options are available to these
  posted transactions by choosing to
• Review
• Reallocate
• Add additional information such as comments, to
  the transactions
• Users can also print a transaction summary or
  export transaction into a CSV file format

3
How Do I Get Started?

• How do I access the site?
• CAR can be accessed via the following website
  https//amex.iers.ihost.com
• It is recommended that you save this site under
  My Favorites
• To access use the Corporate Account Recon user
  application you must have the following
• Operating Systems- Windows XP, Windows 2000,
  Windows Vista
• Browser (Applet)- Internet Explorer 6.0 / 7.0 ,
  Mozilla Firefox 1.0 / 1.5/ 2.0x
• Java- Sun Java 2 Plug-In 1.4.2 to 1.6
• RAM-128 MB (Recommended 512M RAM with 128M
  Allocated Heap Space to Java)
• Disk Space (Applet)- Approximately 2 MB free
  space.
• How do I get a user name and password?
• When you log in for the first time, you will need
  to self register
• Once you have successfully created a user ID, a
  temporary password will be emailed to you for
  first time access
• Log in to the tool change temporary password

4
CAR Registration Step 1

• To register, start your web browser and enter the
  URL https//amex.iers.ihost.com
• The following screen should show up on your web
  browser
• Enter the your company key provided to you by
  your Program Administrator in the field and
  click on Register Now.

5
CAR Registration Step 2

• Once the company key is validated, the system
  will display an application form all fields
  except "Middle Initial" are required.
• If you do not have a Corporate Purchasing Card
  (CPC) and still wish to register, check the
  Non-cardholder box.
• When you have finished filling out the online
  form, click the Next button.

6
CAR Registration Step 3

• If you left the Non-cardholder box unchecked in
  the previous screen, then you will be prompted to
  enter your CPC account number.
• If you have more than one Card, you must enter
  each CPC account number one at a time by clicking
  on the Add Another Card button.
• When you have finished entering your Card
  information, click on the Next button.

7
CAR Registration Step 4

• A review screen will be displayed which confirms
  your user information.
• If you are satisfied with the user information,
  click on the Submit button to submit, otherwise,
  click on Cancel to abandon registration.
• Finally, you will be informed that your
  registration is successful.
• When your user profile is approved, the system
  will send an email notification to the address
  specified within your profile. The email will
  contain the system-generated password for first
  time access and will be sent from
  atWork_at_amex.iers.ihost.com.

8
CAR First Time Access - Step 1

• You will need
• Your user ID,
• System-generated password (from e-mail)
• Your company key
• The answer to your challenge question
• To log in, start your web browser and enter the
  URL https//amex.iers.ihost.com on the address
  bar, the following screen should show up on your
  web browser.

1. Enter your User ID and system-generated
password (from the e-mail)
2. Click on the Log In button to continue
9
CAR First Time Access Step 2

• Enter the company key and provide the answer to
  the challenge question
• COMPANY KEY for University of Calgary is as
  follows
• egGutn9YnktryOj17VhWQ

2. Click on the Submit button to continue
10
CAR First Time Access Step 3
1. This screen will prompt you to change the
system-generated password to your personal
password. Note Your personal password must be
6-14 characters long, and must contain at least
one number and one alpha character
2. After you have typed and re-typed your new
password, Click on the Change button to continue
11
CAR First Time Access Step 4

• Next, you will be asked to install a plug-in
  required to run the CAR end-user application.
• The connection box will appear and the
  application will launch shortly. If this box
  does not launch, contact your Program
  Administrator for assistance your PC or Browser
  may not be setup properly.

1. Click on the Yes button to continue
12
Accounts and Cycles Tab
1. If you have one card it will show here. If you
have two cards both card number will show here.
Choose the card you want to reconcile
2. This is current open month activity
3. These are the closed billing cycles. Only 5
months of history is available online
6. To review transactions for a specific month,
highlight the month and then click the Card Data
tab
4. If a lock is indicated in the E column, you
can view transactions but cannot make changes
5. Transaction Summary provides you with
information based on the month selected above
13
Helpful Tips

• Keep in mind that you can reconcile your
  transactions at anytime, on a daily, weekly of
  monthly basis
• You can use the Forgot Your Password option from
  the homepage to reset your password if you have
  forgotten or have locked yourself out with 3 or
  more unsuccessful login attempts
• You can customize your profile by clicking on
  ViewgtList Options on the main page, which allows
  you to set options for how the data is displayed
  online or exported from Corporate Account
  Reconciliation
• Online Help is available within the tool as a
  reference for you, however if you have a specific
  question please contact your Purchasing Card
  Account Administrator or use the Quick Reference
  Card
• Timeout Warning If you remain idle for approx
  30 minutes a popup window will warn you that you
  will be disconnected in 120 seconds