Presentation on theme: "Relationship Manager: Kevin Noren Trainer: Emily Stephans Relationship Manager: Kevin Noren Trainer: Emily Stephans U.S. Banks Access ® Online for State."— Presentation transcript:
Relationship Manager: Kevin Noren Trainer: Emily Stephans Relationship Manager: Kevin Noren Trainer: Emily Stephans U.S. Banks Access ® Online for State of Nevada
Introductions and Program Update Kimberlee Tarter, Purchasing Division Introduction of state representatives; Current card(s) status; P Card exit information; and Welcome US Bank!
Access Online Access Online is a web-enabled card program management and reporting tool. Access Online is customized to meet your organizations needs. Todays training will focus on how you will use Access Online to manage your card program.
Resources Account Coordinator –Jodi Kellogg –email@example.com –612 973 1255 Access Online Technical Support –877 452 8083 Web-based training –https://wbt.access.usbank.com –Program Administrator password: kenya –Cardholder password: nairobi
Access Online Tasks Logging in to Access Online Managing your user information Maintaining and creating accounts Viewing and disputing transactions Running reports Viewing card account information Using web-based training
Logging In https://access.usbank.com –Organization Short Name (NEVADA) –User ID (will be provided) –Password (will be provided) –Forgot your password? Online Registration –For cardholders
Managing Your User Information My Personal Information –Change password and authentication –Enter contact information –View account access
Maintaining and Creating Accounts Maintain existing accounts –Change contact information (PCAs) –Modify limits (PCAs) –Modify merchant controls (PCAs and TCAs) Create new accounts (PCAs) –Cardholder can enter contact information
Maintaining and Creating Accounts Account Administration Active Work Queue Request Status Queue
Useful Reports Account List –List of cardholders Past Due –Delinquencies Transaction Detail –Transactions –Payments –Disputes
Viewing Account Information Account Information –Statements –Electronic Payments (travel only) –Account Profile
Card Activation Automated telephone system Procurement Cards –Use last 4 digits of EMPLOYEE ID # Corporate/Travel Cards –Use last 4 digits of SOCIAL SECURITY # CTS (GHOST CARDS) –Will already be activated and ready to use
State of Nevada Contract Managers: Procurement Program Contract issues: Lyn Callison firstname.lastname@example.org Request to Enroll Agencies: Kim Perondi email@example.com 775-684-0170 Main Line Travel Program Contract Issues: Kimberlee Tarter firstname.lastname@example.org Travel Program Questions: Cindy Stoeffler email@example.com