Relationship Manager: Kevin Noren

1
U.S. Banks Access OnlineforState of Nevada

• Relationship Manager Kevin Noren
• Trainer Emily Stephans

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
  iscustomized 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
• jodi.kellogg_at_usbank.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

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

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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

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Managing Your User Information

• My Personal Information
• Change password and authentication
• Enter contact information
• View account access

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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

• Travel Program

• Procurement Program

• Contract issues
• Lyn Callison
• lcalliso_at_purchasing.state.nv.us
• Request to Enroll Agencies
• Kim Perondi
• kperondi_at_purchasing.state.nv.us
• 775-684-0170 Main Line

• Contract Issues
• Kimberlee Tarter
• ktarter_at_purchasing.state.nv.us
• Travel Program Questions
• Cindy Stoeffler
• cstoeffler_at_purchasing.state.nv.us

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Thank you for attending!