AccessOnline

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AccessOnline

• Access Online
• U.S. Banks Web-based management and information
  system for Cardholders and Department Card
  Administrators

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Sections

• How to register
• What Can AccessOnline do for me?
• Important contacts

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AccessOnline Registration

• Cardholders can register to use AccessOnline at
  https//access.usbank.com
• DCAs must register by contacting the Procurement
  Card Coordinator directly.
• Once registered you can begin using AccessOnline
  at the above address.
• Use Internet Explorer version 6.0

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AccessOnline Registration, cont.

• Enter UCR for Organization Short Name

2. Create a User ID 3. Create a password
4. Click here
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AccessOnline Registration, cont

• Enter UCR for Organization Short Name

Enter 92521
2. Cardholders enter your 16-digit credit card
number.
Lastly, click on this
Select expiration date shown on your card
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AccessOnline Registration, contRead License
Agreement
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AccessOnline Registration, cont
Select I Accept
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AccessOnline Registration, cont
Everything with an asterisk must be filled in.
Since this is the address and phone number that
US Bank uses to contact you, make sure that you
use your office address and phone number.
Click here
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AccessOnline Registration, cont
You were successful
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What can Access Online do for me?
Use the left hand navigation bar to navigate
through AccessOnline
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What can Access Online do for mecont.? View
Transactions

• View Transactions
• You can view a list of your transactions for the
  current (open) cycle and the past six closed
  cycles, as well as any details available for each
  transaction.

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AccessOnline--Transaction Management
Transaction amount All (leave blank) Exact
amount
Lists transactions for the last 6 months.
When done, click here.
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AccessOnlineTransaction Management-cont.
If All was clicked for billing cycle end
date, display will show all transactions within
the last six months
Depending on the level of detail that a vendor
provides to Visa, cardholders and DCAs can
access specific transaction detail by clicking on
the transaction date (hyperlink)Level 3 Vendors
provide line item detail. Please see attached
for a listing of some Level 3 vendors.
Storehouse gives vendors an internal PO which
helps them reconcile.
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AccessOnlineTransaction Management-Level 3 Data
Level 1 2 merchants will only list Summary and
Allocations. Level 3 merchants will list
transaction line items
When vendors request a Purchase ID and or
reference number, departments may assign a
departmental PO, a persons name or any other
helpful information. This may help with
reconciliation.
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AccessOnlineTransaction Management-Line Item
Detail
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What can Access Online do for Me?View Statements

• View your Statement for the last three cycles.
  The statement is available the day after the
  cycle ends.
• UCRs cycle end date is the 25th of each month.

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AccessOnline FeaturesAccount Information-Cardhold
er Statement
Clicking on Account information-Cardholder
Statement-will list the last three billing cycles.
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AccessOnline FeaturesAccount Information-Cardhold
er Statement, cont.
Statement will list all transactions within a
billing cycle.
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What can Access Online do for Me?

• Account Profile-Enables you to view important
  information about your account.
• Authorization limits
• Account status and authorization limit
  information (i.e. credit limit, single purchase
  limit, available credit
• Demographic Information-Cardholder name, address
  and contact information
• Additional information-(i.e. cycle day, open
  date)

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AccessOnline FeaturesAccount Information-Cardhold
er Account Profile
The two most helpful summaries are authorization
limits and account information
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AccessOnline FeaturesAccount Information-Cardhold
er Account Profile-Authorization Limits
Credit Limit Per monthly cycle amount-Limits
are refreshed every cycle-UCRs is the 25th of
the month. Available Credit The amount a
cardholder has left to spend in a given monthly
cycle Single Purchase Limit The amount a
cardholder may spend for a single
transaction-includes tax and freight.
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AccessOnline FeaturesAccount Information-Cardhold
er Account Profile-Account Profile
Current Balance and Past Due Balance will always
be 0.00 for Procurement Cards.
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What can Access Online do for Me?Reporting

• Reports-
• As a cardholder, you can access information and
  set report parameters that will give you detailed
  transaction information about your account.
• As a DCA, you can access information and set
  report parameters that will give you detailed
  transaction information about one account or all
  of the accounts in your department.

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AccessOnline FeaturesReporting
Click on Reporting to get Transaction Detail
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AccessOnline FeaturesReporting-Transaction
Detail, cont.
You have several options for dates Transaction
date the date the transaction occurred. Posting
Date The date the transaction was posted to US
Banks system Cycle Date UCRs cycle date is
the 26th of one month to the 25th of the next.
Normally, leave these at all
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AccessOnline FeaturesReporting, Transaction
Detail, cont.
Can put an exact amount or either
Normally, leave these at the default
Normally, leave these at the default
If you are searching for a certain vendor you can
click on this screen and enter vendors name
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AccessOnline FeaturesReporting, Transaction
Detail, cont.
Typically, this should be left blank for
Cardholders, since they only have one
account. DCAs may limit their search by
inputting only one of their accounts. The default
(leaving blank) will bring back all of your
accounts.
You have thirteen different sort options
Three different options-PDF, Browser or Excel
Lastly, click on Run Report
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AccessOnline FeaturesReporting, Transaction
Detail, cont.
This is an example of a PDF form. If you need to
manipulate information, it is advisable that you
download using the Excel report type.
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What can Access Online do for Me?Personal
Information

• My Personal Information
• Change your system password and create or modify
  an authentication response that will be used when
  resetting a password
• Update your contact information
• View access rights and user specific information

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AccessOnline FeaturesPersonal Information-
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AccessOnline FeaturesPersonal Information-Passwor
d
To change your Password information-click on
Password
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AccessOnline FeaturesPersonal Information-Passwor
d
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AccessOnline FeaturesPersonal Information-Contact
Information
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AccessOnline FeaturesPersonal Information-Account
Access
For Cardholders that have more than one Account.
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Contact Information

• Christine Truett
• Procurement Card Coordinator
• On campus- 23008
• Off campus-951-827-3008
• Email- christine.truett_at_ucr.edu
• Fax[phone]