Cory Calavan

One of the major benefits of Rewardworks is the virtual card technology. With the integration to your Card Issuer, the Rewardworks platform implements some restrictions on the amounts that your sup...

Generating a NetSuite Vendor List with Spending Summary ProcessIf your company uses NetSuite, you can generate vendor lists that include the spending summary instead of having to track all of the i...

  In this link, we demonstrate step-by-step instructions how to export your Card Payments in a given month.  

This is a quick user guide of how to do a basic pay run with Rewardworks:   Before launching Rewardworks, make sure your accounting software is open and the user is logged in. Once you are logged ...

If you have a new Rewardworks user who receives a permissions error when they try to open the Rewardworks software on their computer, then they need to be added as a user in your Rewardworks enviro...

  This guides you through how to register a new American Express card to enroll it for Virtual Payments inside Rewardworks.             

What are Virtual Cards and Virtual Payments?   Virtual card payments create a unique number for each payment.   They are issued to a specific vendor and for a specific amount.   What are the benefi...

Creating the Vendor List:  1. Select Vendor Maintenance from the Accounts Payable Main Module  2. Click the Magnifying glass next to vendor number (lookup)  3. Click on the Custom button to start t...

Exporting Supplier Data from QuickBooks Desktop This guide outlines the process for exporting two separate files from QuickBooks Desktop: Vendor Contact List – Contains supplier details. Expense R...

  2 separate files will be produced; one to obtain basic vendor information and the other to provide point potential  Creating the Purchasing Setup/Lists Report:   Select Reports then Purchasing f...