Using SpeedTypes in Works

   Overview   

   Instructions   

1. Step 1: Click the Pending link.
2. Step 2: The Pending Sign Off tab displays a list of pending expenses. Choose the appropirate link from the displayed list.
3. Step 3: A list of functions will display for the selected document. Click the Allocate / Edit link.
4. Step 4: The Allocation Details for the selected purchase will display in a new window. Click in the GL01: SpeedType field.
5. Step 5: A list of available SpeedTypes will display. You can also search for a specific SpeedType by clicking on the See More...  link.
6. Step 6: A new window will display for you to search for a specific SpeedType. Chosse the appropirate SpeedType.
7. Step 7: Click in the  GL01: SpeedType field.
8. Step 8: From the list of options, click the 151 TAXMDIA | MEDIA ARCHIVE S FUND link.
9. Step 9: Enter appropriate information into the GL02: Account field,
10. Step 10: A list of values will display. Choose the appropriate value.
11. Step 11: Click the Save button.
12. Step 12: Click the Close button.
13. Step 13: The Transactions - Accountholder page will display. You can see the completed allocation for the purchase that you just created.
14. Step 14: Click the TXN00001039 link to display a list of functions.
15. Step 15: Click the Sign Off link.
16. Step 16: The Confirm Sign Off comment window will display. Enter any relevant comment regarding the transaction for record keeping purpose.
17. Step 17: Click the OK button.
18. Step 18: Click the Signed Off tab on the top of the page.
19. Step 19: The Signed Off tab displays all the signed off transactions. You can see the transaction th at you signed off on in the list.

1. Step 1 First logIn to the Works home page Click the Pending link. Note: Data has been distorted to protect employee information.

2. Step 2 The Pending Sign Off tab displays a list of pending expenses. Choose the appropirate link from the displayed list. Example shown here: TXN0000103 9  link.

3. Step 3 A list of functions will display for the selected document. Click the Allocate / Edit link.

4. Step 4 The Allocation Details for the selected purchase will display in a new window. Click in the  GL01: SpeedType field.

5. Step 5 A list of available SpeedTypes will display. You can also search for a specific SpeedType by clicking on the See More...  link. Example shown here: See More... link.

6. Step 6 A new window will display for you to search for a specific SpeedType. Chosse the appropirate SpeedType. Example shown here:  Cancel button.

7. Step 7 Click in the  GL01: SpeedType field.

8. Step 8 From the list of options, click the 151 TAXMDIA | MEDIA ARCHIVE S FUND link.

9. Step 9 Enter appropriate information into the GL02: Account field, Example shown here:  " 71 " into the GL02:Account field.

10. Step 10 A list of values will display. Choose the appropriate value. Example shown here: 714101 | S&M-Office Supplies link.

11. Step 11 Click the Save button.

12. Step 12 Note: You can see the message displayed on the top left corner of the page that the transaction has been saved. Click the Close button.

13. Step 13 The Transactions - Accountholder page will display. You can see the completed allocation for the purchase that you just created.

14. Step 14 Click the TXN00001039 link to display a list of functions.

15. Step 15 Click the Sign Off link.

16. Step 16 The Confirm Sign Off comment window will display. Enter any relevant comment regarding the transaction for record keeping purpose.

17. Step 17 Click the OK button.

18. Step 18 Click the Signed Off tab on the top of the page.

19. Step 19 The Signed Off tab displays all the signed off transactions. You can see the transaction th at you signed off on in the list.