Reward & Recognition - Managing Credit & Transfer Requests

Working with Funds

Requesting or transferring funds between your Reward & Recognition (R&R) programs is in your hands!

Topping up your award pots is easier than ever! You can request and transfer funds for your R&R programs directly in Reward Manager. This guide will walk you through the steps.

Before we begin

• RR Budget Holder Permission role in Reward Manager is needed

Requesting credit to be added

    1. Log in to Reward Manager
    2. Go to Reward & Recognition
    3. Select Administer
    4. Next to the Main Balance of the Recognition & Reward program, select Request Credit
    5. The Credit Requests page will then open (please see a summary of the page below), select Request Credit again
    6. On the pop-up window:

• • Select the recognition program you’d like to top up.
    Note that programs which deduct funds directly from the main balance, will not be visible in the drop-down.
  • Enter the top-up amount
  • Include a Purchase Order number (optional) - this will be included in an automatically generated invoice

    7. Click ‘Request Credit’

Once the request is submitted, an Invoice will be generated and sent to the Finance Contact we have on record. If a Contact change is needed, please contact accounts.receivable@rewardgateway.com.

Note: The funds will be available only after the invoice is paid.

Credit Requests listings page

All credit requests made will be visible on the Listings page along with all the details related to that request. Please see below: 

Different Statuses an invoice might have

Requesting credit to be transferred between programs

    1. Log in to Reward Manager
    2. Go to Reward & Recognition
    3. Select Administer
    4. Next to the Reward & Recognition program you’d like to transfer funds from/to, select Transfer to Account
    5. Enter the amount you’d like to transfer*

*Note: If a negative value is entered, this will transfer funds back to the main pot. From there the funds can be transferred to another R&R program if needed.

Note: ‘Transfer credit’ is only available for R&R programs that have an individual balance. Programs that pull funds from the main balance of the R&R scheme will appear as N/A on the R&R home page.

Decreasing the R&R program's balance

    1. Log in to Reward Manager
    2. Go to Reward & Recognition
    3. Select Administer
    4. Next to the Reward & Recognition program you’d like to transfer funds from/to, select Transfer Credit
    5. Enter the amount you’d like to transfer as a negative value (i.e. -50)
    6. The requested amount will be transferred to the main pot.

Increasing the R&R program's balance

    1. Log in to Reward Manager
    2. Go to Reward & Recognition
    3. Select Administer
    4. Next to the Reward & Recognition program you’d like to transfer funds from/to, select Transfer Credit
    5. Enter the amount you’d like to transfer (50)
    6. The requested amount will be transferred from the main pot to the desired R&R program.

Useful Links

Guide to Permissions in Reward Manager

Funds Running Low Email functionality

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