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1 Access Online (AXOL). 2 AXOL SIMULATIONS  Access On-line Web-based Training (WBT) URL: https://wbt.access.usbank.com.

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Presentation on theme: "1 Access Online (AXOL). 2 AXOL SIMULATIONS  Access On-line Web-based Training (WBT) URL: https://wbt.access.usbank.com."— Presentation transcript:

1 1 Access Online (AXOL)

2 2 AXOL SIMULATIONS  Access On-line Web-based Training (WBT) URL: https://wbt.access.usbank.com

3 3 Introducing Access ® Online Cardholder and Billing Official Training

4 4 Access Online Lessons  Online Registration - Pages 6-9 Online Registration  Forgot Your Password - Pages Forgot Your Password  Logging In - Page 14 Logging In  Navigation Basics - Pages Navigation Basics  My Personal Information - Pages My Personal Information  Password Demo - Pages Password Demo  Contact Info Demo - Pages Contact Info Demo  Account Profile - Pages Account Profile  Account Profile Demo - Pages Account Profile Demo  Viewing Statements - Pages Viewing Statements  Order Management - Pages Order Management  Order Creation Demo - Pages Order Creation Demo  Match in Order Management - Pages Match in Order Management  Match Multiple Demo – Pages Match Multiple Demo  Transaction Management - Pages Transaction Management  Disputes Demo - Pages Disputes Demo  Transaction Final Approval – Pages Transaction Final Approval  Statement Approval – Pages Statement Approval  Managing Account Certification – Page 168 Managing Account Certification  Web-Based Training - Pages Web-Based Training URL or Left Navigation Bar Link Presentation Navigation Buttons

5 5 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 official  Combine reallocation and order and transaction matching

6 6 Online Registration https://access.usbank.com Register Online

7 7 Online Registration army

8 8 Online Registration Click the “I Accept” button

9 9 Online Registration Address is a required field: Address is a required field:

10 10 Forgot Your Password https://access.usbank.com Forgot your password? Click link and answer authentication question to reset your password. After 3 rd failed login attempt, the system locks you out. You must contact the support desk to reset your password. See “Contact Us” in Left-Column Navigation Bar for the telephone number. Forgot your password? Click link and answer authentication question to reset your password. After 3 rd failed login attempt, the system locks you out. You must contact the support desk to reset your password. See “Contact Us” in Left-Column Navigation Bar for the telephone number.

11 11 Forgot Your Password Forgot your Password

12 12 Forgot Your Password Forgot your Password Must be 8-20 characters in length with at least one alpha and one numeric character. Passwords are not case sensitive. Cannot reuse password for 12 months. Must be 8-20 characters in length with at least one alpha and one numeric character. Passwords are not case sensitive. Cannot reuse password for 12 months.

13 13 Forgot Your Password Home Message from U.S. Bank and DoD Welcome to Access Online!

14 14 Logging In https://access.usbank.com Organization Short Name - army User ID – CH sends to A/OPC Password Organization Short Name - army User ID – CH sends to A/OPC Password

15 15 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

16 16 Support Desk Numbers Contact Us Government Support Desk Telephone Number

17 17 My Personal Information Change your Password

18 18 My Personal Information Contact Information

19 19 Contact Information My Personal Information Address is a required field: Address is a required field:

20 20 Notification My Personal Information Notification

21 21 Notification My Personal Information

22 22 Account Access My Personal Information Account Access

23 23 Account Access My Personal Information

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

25 Click “My Personal Information” link. Password Demo

26 Click the “Password” link. Password Demo

27 Click in the “Current Password” field. Password Demo

28 Click in the “Enter New Password” field. Password Demo

29 Click in the “Re-enter New Password” field. Password Demo

30 Click anywhere on the screen to go to the next slide.

31 Click on the “Authentication Question” field. Password Demo

32 Click the “Birth Place” option. Password Demo

33 Click in the “Authentication Response” field. Password Demo

34 Click the “Save” button. Password Demo

35 Click anywhere on the screen to go to the next slide. Message text at top of the screen shows successful action.

36 36 Click Here to Run the Contact Info Demo Click Here to Skip the Contact Info Demo -Or-

37 Click the “My Personal Information” high-level task. Contact Info Demo

38 Click the “Contact Information” link. Contact Info Demo

39 Click in the “Last Name” field. Contact Info Demo

40 Click in the “Address 2” field. Contact Info Demo

41 Click anywhere on the screen to go to the next slide.

42 Click the “Save” button. Contact Info Demo

43 Click anywhere on the screen to go to the next slide. Message text at top of the screen shows successful action.

44 44 Account Profile Account Information Demographic Information Account Information

45 45 Demographic Information Account Information

46 46 Authorization Limits Account Information Authorization Limits

47 47 Authorization Limits Account Information

48 48 Account Information

49 49 Account Information

50 50 Account Authorizations Account Information Account Authorizations

51 51 Account Authorizations Account Information

52 52 Account Authorizations Account Information Note that this transaction was not declined.

53 53 Default Accounting Code Account Information Default Accounting Code

54 54 Default Accounting Code Account Information

55 55 Financial History Account Information Financial History

56 56 Financial History Account Information

57 57 Financial History Account Information

58 58 Financial History Account Information

59 59 Click Here to Run the Account Profile Demo Click Here to Skip the Account Profile Demo -Or-

60 Click the “Account Information” high-level task. Account Profile Demo

61 Click the “Cardholder Account Profile” link. Account Profile Demo

62 Click the “Demographic Information” link. Account Profile Demo

63 Click the “Back to Cardholder Account Summary” link. Account Profile Demo

64 Click the “Authorization Limits” link. Account Profile Demo

65 Click anywhere on the screen to go to the next slide.

66 Account Profile Demo Click the “View Details” link.

67 Account Profile Demo Click anywhere on the screen to go to the next slide.

68 Click the “Back to Authorization Limits” link. Account Profile Demo

69 Click anywhere on the screen to go to the next slide.

70 Click the “Back to Cardholder Account Summary” link. Account Profile Demo

71 Click on the “Account Information” link. Account Profile Demo

72 Click anywhere on the screen to go to the next slide.

73 Click the “Back to Cardholder Account Summary” link. Account Profile Demo

74 Click the “Account Authorizations” link. Account Profile Demo

75 Click the “10:18 PM ET” link. Account Profile Demo

76 Click the “Back to Account Authorizations List” link. Account Profile Demo

77 Click the “Back to Cardholder Account Summary” link. Account Profile Demo

78 Click the “Default Accounting Code” link. Account Profile Demo

79 Click the “Back to Cardholder Account Summary” link. Account Profile Demo

80 Click the “Financial History” link. Account Profile Demo

81 Click anywhere on the screen to go to the next slide.

82 Account Profile Demo Click anywhere on the screen to go to the next slide.

83 Account Profile Demo Click anywhere on the screen to go to the next slide.

84 84 Viewing Statements Account Information Cardholder Statements

85 85 Viewing Statements Account Information

86 86 Order Management (CARE Transaction Log)  Creating a manual order  Matching transactions to orders in order management  Matching multiple transactions and orders at the same time Order Management

87 87 Create a Manual Order Order Management Select the “Order Management” high-level task.

88 88 Create a Manual Order (Order Information) Order Management Required fields have a red asterisk.

89 89 Create a Manual Order (Line Items Section) Order Management

90 90 Create a Manual Order (Allocations Section) Order Management

91 91 Create a Manual Order Order Management Click the “Save and Create Order” button.

92 92 Click Here to Run the Order Creation Demo Click Here to Skip the Order Creation Demo -Or-

93 93 Order Creation Demo Select the “Order Management” high-level task.

94 94 Order Creation Demo Click the “Create New Order Record” link.

95 95 Order Creation Demo Click in the “Requestor Name” field.

96 96 Order Creation Demo Click anywhere on the screen to go to the next slide.

97 97 Order Creation Demo Click in the “Order Amount” field.

98 98 Order Creation Demo Click anywhere on the screen to go to the next slide.

99 99 Order Creation Demo Click anywhere on the screen to go to the next slide.

100 100 Order Creation Demo Click in the “Name” field in the Merchant section.

101 101 Order Creation Demo Click anywhere on the screen to go to the next slide.

102 102 Order Creation Demo Click anywhere on the screen to go to the next slide.

103 103 Order Creation Demo Click the “Line Items” field.

104 104 Order Creation Demo Click the “Add” button.

105 105 Order Creation Demo Click the top-most “Product Code” field.

106 106 Order Creation Demo Click in the top-most “Item Description” field.

107 107 Order Creation Demo Click in the top-most “Qty” field.

108 108 Order Creation Demo Click in the top-most “Unit of Measure” field.

109 109 Order Creation Demo Click in the top-most “Unit Cost” field.

110 110 Order Creation Demo Click anywhere on the screen to go to the next slide.

111 111 Order Creation Demo Click the “Add” button in the Allocations section.

112 112 Order Creation Demo Click in the “Change to” field.

113 113 Order Creation Demo Click anywhere on the screen to go to the next slide.

114 114 Order Creation Demo Click the “Save and Create Order” button.

115 115 Order Creation Demo Click anywhere on the screen to go to the next slide. Review error message text at top of the screen.

116 116 Order Creation Demo Click in the upper “% of Order Amount” field.

117 117 Order Creation Demo Click anywhere on the screen to go to the next slide.

118 118 Order Creation Demo Click the “Save and Create Order” button.

119 119 Order Creation Demo Click anywhere on the screen to go to the next slide. Message text at top of the screen shows successful action.

120 120 Matching Multiple Orders and Transactions Order Management Select the “Order Management” high-level task. Click the “Match Multiple Orders to Transactions” link.

121 121 Matching Multiple Orders and Transactions Order Management Click the “Match to Order” button. Select a “Date Range” for the Orders List. Click “Search”. Select a “Date Range” for the Orders List. Click “Search”. Select a “Date Range” for the Transactions List. Click “Search”. Select a “Date Range” for the Transactions List. Click “Search”. Select the order to match transactions to. Select the transaction to match to the selected order.

122 122 Click Here to Run the Match Multiple Demo Click Here to Skip the Match Multiple Demo -Or-

123 123 Match Multiple Demo Select the “Order Management” high-level task.

124 124 Match Multiple Demo Click the “Match Multiple Orders to Transactions” link.

125 125 Match Multiple Demo Click the left-hand “Date Range-Unfulfilled Orders to Match” fields.

126 126 Match Multiple Demo Click the right-hand “Date Range-Unfulfilled Orders to Match” fields.

127 127 Match Multiple Demo Click the “Search” button.

128 128 Match Multiple Demo Click the left-hand “Date Range-Unmatched Transactions” fields.

129 129 Match Multiple Demo Click the right-hand “Date Range-Unmatched Transactions” fields.

130 130 Match Multiple Demo Click the “Search” button.

131 131 Match Multiple Demo Click the bottom order radio button “03/07/2007”.

132 132 Match Multiple Demo Check the “Select” box for the 03/11 $85.99 McMaster Carr transaction.

133 133 Match Multiple Demo Click the “Match to Order” button.

134 134 Match Multiple Demo Click the “Yes, Match” button.

135 135 Match Multiple Demo Click anywhere on the screen to go to the next slide. Message text at top of the screen shows successful action.

136 136 Transaction Management  Transaction list  Disputes  Transaction approval process

137 137 Viewing Transaction List Transaction Management Account Link to List of Transactions Link to Transaction List

138 138 Transaction List Transaction Management Card Account Summary Search Criteria Transaction List

139 139 Transaction List Links to Transaction Detail Transaction Management

140 140 Transaction Detail Summary Tab Transaction Detail Transaction Management Dispute Information Dispute Transaction link

141 141 Dispute a Transaction Transaction Management

142 142 Click Here to Run the Disputes Demo Click Here to Skip the Disputes Demo -Or-

143 Click the “Transaction Management” high-level task. Disputes Demo

144 Click the “Transaction” link. Disputes Demo

145 Click the “04/18” date link for Poland Spring Water. Disputes Demo

146 Click anywhere on the screen to go to the next slide.

147 Click the “Dispute” button. Disputes Demo

148 Click the radio button “Unauthorized”. Disputes Demo

149 Click anywhere on the screen to go to the next slide.

150 Click the “Select” button. Disputes Demo

151 Click the “Requestor Phone Number” field. Disputes Demo

152 Click the “Comments” field. Disputes Demo

153 Click the “Continue” button. Disputes Demo

154 Click the “transaction detail” link. Disputes Demo Message text at top of the screen shows successful action.

155 Disputes Demo Click anywhere on the screen to go to the next slide.

156 Click the “Cancel Dispute” button. Disputes Demo

157 Click the “Cancellation Comments” field. Disputes Demo

158 Click the “Yes, Cancel Dispute” button.

159 Disputes Demo Click anywhere on the screen to go to the next slide. Message text at top of the screen shows successful action.

160 Click the “Plus Sign” icon. Disputes Demo

161 Click the “Back to Transaction List” link. Disputes Demo

162 Click anywhere on the screen to go to the next slide.

163 163 Transaction Final-Approval Transaction Management Check the “Select” box. Click the “Approve” button.

164 164 Transaction Final-Approval Transaction Management Click the “Approve” button.

165 165 Transaction Final-Approval Transaction Management Click the “Approval History” tab.

166 166 Statement Approval Transaction Management NOTE: Totals are for the account, not the selected cycle. Select correct cycle from drop-down Click “Search” button. Select correct cycle from drop-down Click “Search” button. Click the “Approve Statement” button.

167 167 Statement Approval Transaction Management Click the “Agree” button.

168 168 Managing Account Certification Transaction Management Click the “Certify” button. Check the “Select” box of the account you want to certify.

169 169 Web-Based Training https://wbt.access.usbank.com Click “Register a new account” link. Go to accessible site for users with visual or mobility impairments.

170 170 Web-Based Training https://wbt.access.usbank.com Enter requested information. Address is: Password is 8-20 characters. Enter requested information. Address is: Password is 8-20 characters. Organization Short Name is “army”. Click on the drop down and choose one of the following: “Government Cardholder” “Government AO/BO” for all billing officials “Government Financial Managers” for all Resource Managers & Resource Advisors. (Note: Advisors are view-only and cannot change limits or EDI-enable.) Click on the drop down and choose one of the following: “Government Cardholder” “Government AO/BO” for all billing officials “Government Financial Managers” for all Resource Managers & Resource Advisors. (Note: Advisors are view-only and cannot change limits or EDI-enable.)

171 171 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.

172 172 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.

173 173 Web-Based Training https://wbt.access.usbank.com Procedural steps display here. Links to user guides, quick references, and simulations. NOTE: these are on the USMA GPC Webpage 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.

174 174 Questions (and hopefully) Answers ? Write your questions in the box below and to the AOPC


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