Tutorials - pCard

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 extra 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 Illinois ASBO (see below)
Call Illinois ASBO and ask Holly – (815) 793-4655 or email: hwallace@iasbo.org

SKYWARD USERS — Please refer to this SKYWARD HANDBOOK together with the tutorials below.

	How do I find my Corporate ID? How do I make accounts show on my homepage? What is does it mean to "map" or "delegate" a card? How do I change a credit limit? How do I close a card? How do I order a card - Individual? How do I order a card - Department? How do I create a profile? How do I create or remove access to Spend Dynamics? Make or remove Administrator access? Troubleshooting log ins Print an Invoice Print Statement View Transactions and Reporting





	Sample Procedure Manual Sample Procedure Manuals are on the Resources page.