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Approvers review statements that are ready for approval (e.g., CH Reviewed status) and can also access cycle-to-date as charges 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Office ® (CEO® ) access  \n􀂃 CCER homepage (all roles)  \n– Review Open Statements vs. View Cycle-to-Date  \n􀂃 Manage Statements  \n– Add Descriptions  \n– Reclassify, Split (itemize), Dispute transactions  \n– Add Out-of-pocket Expenses option (OOP)  \n– Receipt Imaging option  \n– Submit/Approve Open Statements  \n􀂃 Post class resources  \nTo get started  \nAfter receiving your card…  \n􀂃 Activate your card by calling the toll free number located on the activation sticker  \n􀂃 Sign the back of your card  \n􀂃 Record the Wells Fargo Customer Service number (800-932-0036) located on the back of your card in your mobile device, or address book  \n􀂃 Sign on to the CEO and initialize your User ID  \n[https://www.w](https://www.w)[ellsfargo.com](ellsfargo.com)  \n[https://w](https://w)ellsoffice.w[ellsfargo.com](ellsfargo.com)  \nCEO homepage  \nAccess Commercial Card Expense Reporting  \nCommercial Card Expense Reporting  \nCCER homepage  \nCardholders, Reconcilers, and Approvers  \nCardholder (statement) homepage  \nReview Open Statements vs. View Cycle to Date  \nReview Open Statements will become available when your company has reached the statement End Date  \nView Cycle-to Date (transactions) appear on your statement as they post and will be available throughout the on-going statement cycle (from the statement Start Date up to the End Date)  \nYou are encouraged to use Cycle-to-Date transactions throughout the expense reporting period to keep your current statement up to date  \n Card charges and functions flow below – and will be covered in depth in a few slides…  \nReconciler homepage  \nManage Statements – Review Open Statements  \nCardholder statements that need to be reconciled will be in an Open status  \nViewing the Cardholder statement when reconciling – looks and feels the same as what the Cardholder would experience  \nReconcilers can also access View Cycle-to-Date as charges are occurring, before the statement closes  \nApprover homepage  \nManage Statements – Approve Statements  \nCardholder statements that are ready for approval will be in a CH Reviewed status  \nViewing the Cardholder statement when approving – looks and feels similar to what the Cardholder experiences  \nApprovers can also access View Cycle-to-Date as on-going and accruing charges for that expense report period are occurring","cbCaictaOLVOKySJ","https://ap.wps.com/l/cbCaictaOLVOKySJ","pdf",2822794,79,"English","# Getting started (activate your card)\n## Commercial Electronic Office (CEO) access\n## CCER homepage (all roles)\n# Cardholder training\n## Review Open Statements vs. View Cycle-to-Date\n## Manage Statements\n## Post class resources\n# Reconciler training\n## Manage Statements – Review Open Statements\n## View Cycle-to-Date\n# Approver training\n## Manage Statements – Approve Statements","[{\"question\":\"What steps are included in getting started with the training?\",\"answer\":\"Activate the card by calling the toll-free number on the activation sticker, sign the back of the card, record the Wells Fargo Customer Service number in a mobile device or address book, and sign on to the CEO to initialize the user ID.\"},{\"question\":\"How do cardholders review statements in CCER?\",\"answer\":\"Cardholders review open statements and compare them with view cycle-to-date transactions, using cycle-to-date activity throughout the expense reporting period to keep the statement current.\"},{\"question\":\"What responsibilities do reconcilers and approvers have in the CCER workflow?\",\"answer\":\"Reconcilers manage statements by reviewing open statements that require reconciliation and can use cycle-to-date during the ongoing statement cycle. Approvers review statements that are ready for approval (e.g., CH Reviewed status) and can also access cycle-to-date as charges occur.\"}]","Wells Fargo Commercial Card Expense Reporting - Training Agenda | PDF",1789177378,28]