Use Reconciliation for Business Travel Accounts (BTA)
Follow these instructions to use @ Work1 Reconciliation for Business Travel Accounts.
OVERVIEW
VIEW PREVIOUS BILLING CYCLE
![Reconciliation for Business Travel Accounts (BTA)](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/1_a.jpg)
![arrow key to view](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/1_b.jpg)
Click the arrow key to view up to 12 previous billing cycles.
![BTA expanded view](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/2_a.jpg)
![BTA expanded view](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/2_b.jpg)
Choose an account and click on the arrow button to expand the view.
In the expanded view, you can see data from up to twelve previous billing cycles.
![BTA Transaction Summary view.](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/3_a.jpg)
![BTA Transaction Summary view.](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/3_b.jpg)
Click on a billing cycle of your choice to open the Transaction Summary view.
TRANSACTION SUMMARY VIEW
![BTA Transaction Summary view.](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/5_a.jpg)
![BTA Transaction Summary view.](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/5_b.jpg)
Action tabs based on your organization’s business rules can be seen in the transaction summary view.
LINKING TO TRAVEL RECORDS
![BTA travel records](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/5_a.jpg)
![BTA travel records](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/5_b.jpg)
Use ‘Unlinked’ tab to view the transactions that are not linked to travel records.
![BTA transaction](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/6_a.jpg)
![BTA transaction](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/6_b.jpg)
Select a transaction from the list.
![BTA TRAVEL DATA](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/7_a.jpg)
![BTA TRAVEL DATA](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/7_b_3.jpg)
![BTA FIND TRAVEL DATA](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/7_b_4.jpg)
Click the ‘TRAVEL DATA’ tab.
Click the ‘FIND TRAVEL DATA’ button.
![BTA LINK TRAVEL DATA](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/8_a.jpg)
![BTA LINK TRAVEL DATA](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/8_b.jpg)
After verifying all the information, click on the ‘LINK TRAVEL DATA’ button.
REVIEW THE ACCOUNTING DATA
![BTA accounting](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/9.jpeg)
![BTA accounting](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/9_b_1.jpg)
![BTA accounting review](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/9_b_2.jpg)
![BTA accounting approve](/content/dam/amex/en-us/business/resource-center/reconciliation/support-category-articles/use-reconcilaition-bta/images/9_b_3.jpg)
Click the accounting tab.
Review and reallocate if necessary.
Click on the ‘APPROVE’ button.
Terms & Conditions
1Use of American Express @ Work ® is restricted to employees, contractors and/or agents that the Company, and its representatives designate for the sole purpose of performing online account queries and maintenance, including accessing and/or creating reports relating to the Company's American Express® Corporate Card programs. @ Work is available to all companies with an American Express Corporate Card program.
Enrollment is required. To enroll in @ Work please contact your American Express Representative or call 1-888-800-8564.