Cory Calavan
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Articles
Recent activity by Cory Calavan-
Adding a User in Rewardworks
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...
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Registering Online Services with Amex to enroll your Amex Virtual Cards
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NetSuite Vendor List Export
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...
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How to Export Card Payments
In this link, we demonstrate step-by-step instructions how to export your Card Payments in a given month.
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DealerTrack Vendor Export Instructions
Step 1: If you do not have a report setup, create one by clicking the add button and it will be shown in the screen. Choose a description and a year, and hit OK. Step 2: To get the payment amoun...
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Pay Run Guide
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 ...
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Virtual Cards - FAQ
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...
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Virtual Payments Tab
Rewardworks - Virtual Payments With American Express Virtual Payments, a unique, one-time credit card number is created each time you pay a vendor. This unique number is authorized for only for th...
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Invoices Tab
Rewardworks Invoices When you launch Rewardworks, the Invoice screen will be empty. In order to populate the invoice screen you will need to perform a Refresh Invoices Only or Refresh All. R...
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Vendors Tab
Rewardworks - Vendor Options Rewardworks will list all the vendors from your accounts payable system, regardless if you are presently paying them via credit card. You can configure Rewardwor...