Presentation is loading. Please wait.

Presentation is loading. Please wait.

1 Introducing Access Online Cardholder, Billing Official and Approving Official Training.

Similar presentations


Presentation on theme: "1 Introducing Access Online Cardholder, Billing Official and Approving Official Training."— Presentation transcript:

1 1 Introducing Access Online Cardholder, Billing Official and Approving Official Training

2 2 Access Online Lessons  Online Registration Online Registration  Forgot Your Password Forgot Your Password  Logging In Logging In  Navigation Basics Navigation Basics  My Personal Information My Personal Information  Account Profile Account Profile  Viewing Statements Viewing Statements  Transaction Management Transaction Management  Web-based Training Web-based Training URL or Left Navigation Bar Link Presentation Navigation Buttons

3 3 Key Access Online Concepts  Change your password every 60 days  View statements online  Receive notification of statement availability  Have transactions final-approved by a billing/approving official

4 4 Online Registration https://access.usbank.com Register Online

5 5 Online Registration

6 6

7 7

8 8 Forgot Your Password https://access.usbank.com Forgot your password?

9 9 Forgot Your Password Forgot your Password

10 10 Forgot Your Password Forgot your Password

11 11 Logging In https://access.usbank.com Organization Short Name User ID Password Organization Short Name User ID Password

12 12 Message from U.S. Bank and DoD Welcome to Access Online! Navigation Basics Home Home and Contact Us Account Number link to Transaction List Left-Column Navigation Bar

13 13 Support Desk Numbers Contact Us Government Support Desk Numbers Government Support Desk Numbers

14 14 My Personal Information Change your Password

15 15 My Personal Information Contact Information

16 16 Notification My Personal Information Notification

17 17 Notification My Personal Information

18 18 Authorization Limits Account Information Authorization Limits

19 19 Authorization Limits Account Information

20 20 Account Information

21 21 Account Information

22 22 Default Accounting Code Account Information Default Accounting Code

23 23 Default Accounting Code Account Information Salt Lake County will have five segments listed in the default accounting code: Fund, Dept, Division, Object Code, Activity Code

24 24 Viewing Statements Account Information Cardholder Statements

25 25 Viewing Statements Account Information

26 26 Viewing Transactions Transaction Management Account Link to List of Transactions Link to Transaction List

27 27 Transaction Management  Transaction list  Disputes  Transaction reallocation  Transaction approval process

28 28 Transaction List Transaction Management Card Account Summary Search Criteria Transaction List

29 29 Transaction List Links to Transaction Detail Transaction Management

30 30 Transaction Detail Summary Tab Transaction Detail Transaction Management Dispute Information Dispute Transaction link

31 31 Dispute a Transaction Transaction Management

32 32 Dispute Demonstration

33

34

35

36

37

38

39

40

41

42

43

44

45

46

47

48

49

50

51

52

53 53 Reallocate a Transaction Transaction Management

54 54 Reallocate to an Alternate Accounting Code Transaction Management AAC Selection

55 55 Reallocate a Transaction Transaction Management

56 56 Reallocate a Transaction Transaction Management Magnifying glass for VVL The Amount Remaining must be zero.

57 57 Reallocate a Transaction Transaction Management

58 58 Reallocation Demonstration

59

60

61

62

63

64

65

66

67

68

69

70

71

72

73

74

75

76 76 Transaction Final-Approval Transaction Management

77 77 Transaction Final-Approval Transaction Management

78 78 Transaction Final-Approval Transaction Management

79 79 Web-Based Training https://wbt.access.usbank.com Register a new account link Go to accessible site for users with visual or mobility impairments.

80 80 Web-Based Training https://wbt.access.usbank.com

81 81 Web-Based Training https://wbt.access.usbank.com Click this link to access lesson content, including procedures, self-evaluation questions, user guides, quick references, and simulations. Click this link to access the final certification exam (not the same as the lesson self- evaluation questions). Mouse over an option for more information.

82 82 Web-Based Training https://wbt.access.usbank.com Select a lesson checkbox to review that lesson and access the related user guide. Watch the Announcements section for update information and links to updated content.

83 83 Web-Based Training https://wbt.access.usbank.com Procedural steps display here. Links to user guides, quick references, and simulations. Sample screens and numbered pins display here. WBT navigation lets you go from one lesson to the other, go screen by screen, or skip around within a lesson.

84 84 Web-Based Training https://wbt.access.usbank.com Scroll down to access quick references and other documents, such as the glossary. Click a link to access a user guide. Click a link to access a hands-on simulation.


Download ppt "1 Introducing Access Online Cardholder, Billing Official and Approving Official Training."

Similar presentations


Ads by Google