Saint Louis University

Amex P-Card Manuals and Tutorials

Additional American Express CAR (Corporate Account Reconciliation) Tutorials

  • End User Functionality (Basic) - Tutorial from Reviewer perspective that covers the Accounts and Cycles Tab (including changing roles) and the Card Data Tab -  reviewing and reallocating transactions, mass allocation updates and printing the transaction summary.
  • End User Functionality (Advanced) - Tutorial that covers the Additional Information Tabs, sorting and filtering, building searches and exporting the cycle data.

P-Card Training Manuals

  • Reviewer Manual
    - manual contains step by step instructions on how to review transactions in the Amex P-card reconciliation tool.
  • Level 2 Card Approver Manual
    - contains step by step instructions on how to approve and reallocate transactions in the Amex P-card reconciliation tool.
  • Level 3 BCA Approver Manual
    - contains step by step instructions on how to approve and reallocate transactions in the Amex P-card reconciliation tool.
  • Password & Challenge Q&A Manual
    - describes how to update your Amex reconciliation tool password and challenge question or answer.
  • CAR Tool Password Update Manual
    - details what steps to take if you have forgotten your Amex reconciliation tool password.
  • Reconciliation Tool Export Manual
    - contains step-by-step instructions on how to use the Amex reconciliation function to extract cycle transaction information.

P-Card Tutorials

Please complete the tutorial and the quiz that follows. The tutorials should be completed only by employees who have had a manager request a P-Card on their behalf. For more information, have your manager contact the card program admin.

  • Reviewer Tutorial
    - tutorial demonstrates how to review transactions in the Amex P-card reconciliation tool.
  • Level 2 Approver Tutorial
    - tutorial demonstrates how to approve and reallocate transactions in the Amex P-card reconciliation tool.
  • BCA Level 3 Approver Tutorial
    - tutorial demonstrates how to approve and reallocate transactions in the Amex P-card reconciliation tool.

P-Card Reconciliation Tool Updates

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