Training support > Quick reference guides

Quick reference guides

Quick Reference Guides (QRGs) are targeted by role, for Administrators, Approvers and Employees for both Standard and Expense Management instances. These job aids are designed to help you quickly learn and navigate the functionality that is specific to your role.

Standard

Applies to standard program and card management activities (viewing transactions and statements, card ordering and maintenance, and standard reporting).

• Click here to access the Administrator Quick Reference Guide
• Click here to access the Cardholder Quick Reference Guide

Expense management

Applies to expense management activities (submitting claims, coding transactions, and advanced reporting) and standard program and card management activities (viewing transactions and statements, card ordering and maintenance, and standard reporting).

• Click here to access the Administrator Quick Reference Guide

Transaction Based Reconciliation:

• Click here to access the Employee Transaction Quick Reference Guide
• Click here to access the Approver Transaction Quick Reference Guide

Expense Report Based Reconciliation:

• Click here to access the Employee Expense Report Quick Reference Guide
• Click here to access the Approver Expense Report Quick Reference Guide