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Relationship Manager: Kevin Noren Trainer: Emily Stephans Relationship Manager: Kevin Noren Trainer: Emily Stephans U.S. Banks Access ® Online for State.

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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:

1 Relationship Manager: Kevin Noren Trainer: Emily Stephans Relationship Manager: Kevin Noren Trainer: Emily Stephans U.S. Banks Access ® Online for State of Nevada

2 Introductions and Program Update Kimberlee Tarter, Purchasing Division Introduction of state representatives; Current card(s) status; P Card exit information; and Welcome US Bank!

3 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.

4 Resources Account Coordinator –Jodi Kellogg – Access Online Technical Support – Web-based training –https://wbt.access.usbank.com –Program Administrator password: kenya –Cardholder password: nairobi

5 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

6 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

7 Managing Your User Information My Personal Information –Change password and authentication –Enter contact information –View account access

8 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

9 Maintaining and Creating Accounts Account Administration Active Work Queue Request Status Queue

10 Viewing and Disputing Transactions Transaction Management –View transactions –Dispute transactions

11 Running Reports Reporting –Standard reports –Scheduling reports –Flex data reporting

12 Useful Reports Account List –List of cardholders Past Due –Delinquencies Transaction Detail –Transactions –Payments –Disputes

13 Viewing Account Information Account Information –Statements –Electronic Payments (travel only) –Account Profile

14 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

15 State of Nevada Contract Managers: Procurement Program Contract issues: Lyn Callison Request to Enroll Agencies: Kim Perondi Main Line Travel Program Contract Issues: Kimberlee Tarter Travel Program Questions: Cindy Stoeffler

16 Thank you for attending!


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