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

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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  Order Management Order Management  Web-based Training Web-based Training URL or Left Navigation Bar Link Presentation Navigation Buttons

3 3 New 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  Combine reallocation and order and transaction matching

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

5 5 Online Registration

6 6

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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 Forgot Your Password Home Message from U.S. Bank and DoD Welcome to Access Online!

12 12 Logging In https://access.usbank.com Organization Short Name User ID Password Organization Short Name User ID Password

13 13 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

14 14 Support Desk Numbers Contact Us Government Support Desk Numbers Government Support Desk Numbers

15 15 My Personal Information Change your Password

16 16 My Personal Information Contact Information

17 17 Contact Information My Personal Information

18 18 Notification My Personal Information Notification

19 19 Notification My Personal Information

20 20 Account Access My Personal Information Account Access

21 21 Account Access My Personal Information

22 Click Here to Run the Password Demo Click Here to Skip the Password Demo -Or-

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34 34 Click Here to Run the Contact Info Demo Click Here to Skip the Contact Info Demo -Or-

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42 42 Account Profile Account Information Demographic Information Account Information

43 43 Demographic Information Account Information

44 44 Authorization Limits Account Information Authorization Limits

45 45 Authorization Limits Account Information

46 46 Account Information

47 47 Account Information

48 48 Account Authorizations Account Information Account Authorizations

49 49 Account Authorizations Account Information

50 50 Account Authorizations Account Information Note that this transaction was not declined.

51 51 Default Accounting Code Account Information Default Accounting Code

52 52 Default Accounting Code Account Information

53 53 Financial History Account Information Financial History

54 54 Financial History Account Information

55 55 Financial History Account Information

56 56 Financial History Account Information

57 57 Click Here to Run the Account Profile Demo Click Here to Skip the Account Profile Demo -Or-

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85 85 Viewing Statements Account Information Cardholder Statements

86 86 Viewing Statements Account Information

87 87 Viewing Transactions Transaction Management Account Link to List of Transactions Link to Transaction List

88 88 Transaction Management  Transaction list  Disputes  Transaction reallocation  Transaction and order matching  Transaction approval process

89 89 Transaction List Transaction Management Card Account Summary Search Criteria Transaction List

90 90 Transaction List Links to Transaction Detail Transaction Management

91 91 Transaction Detail Summary Tab Transaction Detail Transaction Management Dispute Information Dispute Transaction link

92 92 Dispute a Transaction Transaction Management

93 93 Click Here to Run the Disputes Demo Click Here to Skip the Disputes Demo -Or-

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114 114 Reallocate a Transaction Transaction Management

115 115 Reallocate to an Alternate Accounting Code Transaction Management AAC Selection

116 116 Reallocate a Transaction Transaction Management

117 117 Reallocate a Transaction Transaction Management Magnifying glass for VVL The Amount Remaining must be zero.

118 118 Reallocate a Transaction Transaction Management

119 119 Click Here to Run the Reallocation Demo Click Here to Skip the Reallocation Demo -Or-

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137 137 Transaction Final-Approval Transaction Management

138 138 Transaction Final-Approval Transaction Management

139 139 Transaction Final-Approval Transaction Management

140 140 Statement Approval Transaction Management Totals are for the account, not the selected cycle.

141 141 Statement Approval Transaction Management

142 142 Managing Account Certification Transaction Management

143 143 Order Management  Creating a manual order  Matching transactions to orders in order management  Matching multiple transactions and orders at the same time Order Management

144 144 Create a Manual Order Order Management

145 145 Create a Manual Order Order Management Required fields have a red asterisk.

146 146 Create a Manual Order Order Management

147 147 Create a Manual Order Order Management

148 148 Create a Manual Order Order Management

149 149 Click Here to Run the Order Creation Demo Click Here to Skip the Order Creation Demo -Or-

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177 177 Matching in Order Management Order Management Order number link

178 178 Matching in Order Management Order Management Match to Transactions link

179 179 Matching in Order Management Order Management

180 180 Matching in Transaction Management

181 181 Matching in Transaction Management Match to Order link

182 182 Matching in Transaction Management Order search fields Order list

183 183 Matching in Transaction Management Transaction Management Click an order number link to view order detail.

184 184 Matching Multiple Orders and Transactions Order Management

185 185 Matching Multiple Orders and Transactions Order Management Match to Order button

186 186 Click Here to Run the Match Multiple Demo Click Here to Skip the Match Multiple Demo -Or-

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200 200 Web-Based Training https://wbt.access.usbank.com Register a new account link Go to accessible site for users with visual or mobility impairments.

201 201 Web-Based Training https://wbt.access.usbank.com

202 202 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.

203 203 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.

204 204 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.

205 205 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.


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