Wells Fargo Commercial Card Expense Reporting (CCER ...
Wells Fargo Commercial Card Expense Reporting (CCER) Cardholder's Guide
WELLESLEY COLLEGE
Purchasing Department Green Hall 146A
Related Websites:
CCER Cardholder's Guide.doc, Updated August 8th, 2016
Page 1
Table of Contents
Title
Page
INTRODUCTION GETTING STARTED
? Login ? Creating a New Password ? Answering Two Secret Questions ? Accepting the CEO Terms of Use Agreement ? Creating a New User Profile
HOMEPAGE FINANCIAL
? Manage Statements o Review Open Statements
o View Cycle-to-Date o View Previous Statements ? Reclassify, Add Descriptions, Split & Reclassify, Dispute ? Custom Fields ? Receipt Imaging ? Reviewing Statements ? Running Reports ? Viewing Declines ? Personal Profile CYCLE PERIOD CALENDAR CARDHOLDER RESPONSIBILITY CCER ACCESS VIA CEO MOBILE CONTACT INFORMATION
3 3 3 4 5 6 6
7 8 8 8 8 9 10-11 12 13-21 21 1 22 23 24 25 26 26 26
CCER Cardholder's Guide.doc, Updated August 8th, 2016
Page 2
INTRODUCTION
This application is an online reporting tool that allows you to access your Wellesley College ProCard transactions securely over the Internet. It can help you expedite expense reporting by allowing you to review transactions, reallocate budget numbers, enter business purpose descriptions, and run reports--all online and at your convenience.
This manual will highlight some of the basic functions of the Wells Fargo Commercial Card Expense Reporting (CCER), provide first steps to take when initially logging into the system, explain how to view transactions, update budget numbers, enter business purpose descriptions, and run and schedule reports. In addition, there is an on-line help feature and access to additional documentation available within the system after you have logged in using your Company ID, User ID, and Password.
GETTING STARTED
Login
To log into CCER go to
1. Enter your Company ID, User ID, and Password. a. Company ID = welle356
2. Click Sign On. If this is your first time logging in, you will be prompted to change your initial temporary password, answer two secret questions, read and accept the CEO Terms of Use Agreement, and create a User Profile.
CCER Cardholder's Guide.doc, Updated August 8th, 2016
Page 3
Creating a New Password
Your new password will expire in 120 days. After selecting a new password, you will see a message box indicating the successful change of the password along with the date when the password will expire (see below).
CCER Cardholder's Guide.doc, Updated August 8th, 2016
Page 4
Answering Two Secret Questions
You will only be asked your secret questions in order to reset your own password in CCER. Select a question from the drop down list, provide an answer, and repeat the process with a second question. The next screen (see below) will let you know what you have left to accomplish:
o Accept the CEO Terms of Use o Create a User Profile
CCER Cardholder's Guide.doc, Updated August 8th, 2016
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