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Relationship Manager: Kevin Noren Trainer: Emily Stephans Relationship Manager: Kevin Noren Trainer:...
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Relationship Manager: Kevin Noren Trainer: Emily Stephans U.S. Bank’s Access ® Online for State of Nevada
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Transcript of Relationship Manager: Kevin Noren Trainer: Emily Stephans Relationship Manager: Kevin Noren Trainer:...
Relationship Manager: Kevin Noren
Trainer: Emily Stephans
Relationship Manager: Kevin Noren
Trainer: Emily Stephans
U.S. Bank’s Access® Onlinefor
State of Nevada
U.S. Bank’s Access® Onlinefor
State of Nevada
Introductions and Program UpdateIntroductions and Program UpdateKimberlee Tarter, Purchasing Division
Introduction of state representatives;
Current card(s) status;
P Card exit information; and
Welcome US Bank!
Access OnlineAccess OnlineAccess Online is a web-enabled
card program management and reporting tool. Access Online iscustomized to meet your organization’s needs.
Today’s training will focus on how you will use Access Online to manage your card program.
ResourcesResourcesAccount Coordinator
– Jodi Kellogg– [email protected]
– 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 TasksAccess Online TasksLogging in to Access OnlineManaging your user information Maintaining and creating accountsViewing and disputing transactionsRunning reportsViewing card account informationUsing web-based training
Logging InLogging Inhttps://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 InformationManaging Your User InformationMy Personal Information
– Change password and authentication
– Enter contact information
– View account access
Maintaining and Creating AccountsMaintaining and Creating AccountsMaintain 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 AccountsMaintaining and Creating AccountsAccount AdministrationActive Work QueueRequest Status Queue
Viewing and Disputing TransactionsViewing and Disputing TransactionsTransaction Management
– View transactions
– Dispute transactions
Running ReportsRunning ReportsReporting
– Standard reports
– Scheduling reports
– Flex data reporting
Useful ReportsUseful ReportsAccount List
– List of cardholders
Past Due– Delinquencies
Transaction Detail– Transactions
– Payments
– Disputes
Viewing Account InformationViewing Account InformationAccount Information
– Statements
– Electronic Payments (travel only)
– Account Profile
Card ActivationCard 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:State of Nevada Contract Managers:
Procurement Program
Contract issues:
Lyn Callison [email protected]
Request to Enroll Agencies:
775-684-0170 Main Line
Travel Program
Contract Issues:
Kimberlee [email protected]
Travel Program Questions:
Cindy Stoeffler [email protected]
Thank you for attending!Thank you for attending!
