Useful Spend Dynamics Tutorials
Want to manage your p-Card accounts 24/7 online? It is easy with BMO/Harris’s NEW powerful tool –Spend Dynamics. Below are tutorials for some of the reports and p-Card management tools that are available on Spend Dynamics. These reports are for both the p-Card Administrator or the Cardholder.
Need more help?
Use the Help section on Spend Dynamics
Call Spend Dynamics Client Services – (800) 844-6445
Schedule a Webinar for your staff or yourself – through IL ASBO (see below)
Call IL ASBO and ask Holly – (815) 793-4655 or email: email@example.com
Need help with details online? Call p-Card Client Service (888) 267-7834 or contact IL ASBO
Overview of the Website for the Administrator. Includes basic card management, mapping and delegation. Administrator access only.
How to Create a Profile and Order Cards
Create a profile to map and delegate and order new cards.Administrator access only
Granting access to a general user to Spend Dynamics and how to grant Administrator rights to a user.. Administrator access only
Create a customized report to save or run once. Administrator access only
How to View /Print a Statement
Share this tutorial with staff who are printing statements. General/Administrator access
Learn how to reconcile your accounts online, and then train your staff. The best part is you can export all the information to use in your accounting.