SmartPay 2 Travel Card Program for DoD

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SmartPay 2 Travel Card Program for DoD

• Bulk Account Maintenance with File Upload

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Bulk Account Maintenance with File Upload

• Bulk Account Maintenance - Upload is a simple
  tool which allows you to perform maintenance on
  multiple accounts. When changing multiple
  accounts, you can update your accounts more
  quickly, and Bulk Account Maintenance - Upload
  allows you to do this with just a few clicks of
  the mouse.
• When you click the Card Management Account
  Management Bulk Account Maintenance Upload
  menu item in the Menu Bar, the system displays
  the Bulk Account Maintenance Upload window. You
  can upload a Bulk Account Maintenance file, view
  the list of files uploaded, view the details of
  the files that have been processed, and any
  rejects from this window.

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Bulk Account Maintenance with File Upload
Click on Card Management
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Bulk Account Maintenance with File Upload
Click on Account Management
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Bulk Account Maintenance with File Upload
Click on Bulk Account Maintenance - Upload
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Bulk Account Maintenance with File Upload
After you click on Bulk Account Maintenance
Upload, this screen will be displayed.
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Bulk Account Maintenance with File Upload
You can access Assistance from either location
listed above to download the required template
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Bulk Account Maintenance with File Upload
Click on CitiDirect Bulk Account Maintenance
Template to download the template
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Bulk Account Maintenance with File Upload
Click on Open
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Bulk Account Maintenance with File Upload
This is a snapshot of the CitiDirect Bulk Account
Maintenance Template File Header Tab. Notice the
various data fields
The user must indicate the date and the sequence
number of the file. This is important because
files with the same date cannot be uploaded
unless the sequence number changes. The sequence
number must also be in sequential order.
(Example a file with a date of 09/09/2008
sequence 3 will not upload after one that is
dated 09/09/2008 sequence 1. There would need
to be a file dated 09/09/2008 with sequence 2 in
order to upload.)
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Bulk Account Maintenance with File Upload
This is a snapshot of the CitiDirect Bulk Account
Maintenance Template Account Details Tab. Notice
the various data fields that can be changed.
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Bulk Account Maintenance with File Upload
This is a snapshot of the CitiDirect Bulk Account
Maintenance Template Account Details Tab. Notice
the various data fields that can be changed.
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Bulk Account Maintenance with File Upload
This is a snapshot of the CitiDirect Bulk Account
Maintenance Template Account Details Tab. Notice
the various data fields that can be changed.
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Bulk Account Maintenance with File Upload
After filling out the data in the template, you
then save the file to your computer with a new
file name.

• Note
• There is no specific naming convention when
  saving the file.
• If the user wants to update a single account,
  they need to enter account number and at least
  one field to be updated.
• If the user wants to update all accounts in a
  hierarchy node, they need to enter hierarchy
  values and at least one field to be updated.

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Bulk Account Maintenance with File Upload
After having saved your file, you will need to
click on Card Management Account Management
Bulk Account Maintenance Upload menu item in
the Menu Bar to displays the Bulk Account
Maintenance Upload window.
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Bulk Account Maintenance with File Upload
You can enter the file name in the File Name text
box or select one by clicking the Browse button
and select the completed spreadsheet that you
saved earlier.
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Bulk Account Maintenance with File Upload
The Choose file dialog will be displayed from
where the file to be uploaded can be selected.
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Bulk Account Maintenance with File Upload
Click the Upload button to start the upload into
the system.
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Bulk Account Maintenance with File Upload
The system will display a confirmation message on
a successful upload.
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Bulk Account Maintenance with File Upload
Additionally, when the file is successfully
uploaded, the system will display a Delete link
next to the status.
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Bulk Account Maintenance with File Upload
FAQ Frequently Asked Questions

• 1. What is the maximum file size for the Excel
  Spreadsheet?
• The maximum size is 2MB.
• 2. What if my file exceeds the 2MB maximum?
• The user will have to create separate files that
  do not exceed the 2MB limit.
• 3. What is the maximum number of rows that can
  be populated?
• The maximum number is 3,275 rows if all fields
  are fully populated.
• 4. What are the mandatory fields?
• a. If the user wants to update a single account,
  they need to enter account number and at least
  one field to be updated.
• b. If the user wants to update all accounts in a
  hierarchy node, they need to enter hierarchy
  values and at least one field to be updated.
• 5. How do I view details of the file that has
  been processed successfully?
• To view the details of file that has been
  processed successfully click the Processed link
  available in that row. The system will display a
  pop up dialog with the details.
• 6. What if my file is rejected?
• To view the details of file that has been
  rejected click the Rejected link available in
  that row. The system will display a pop up dialog
  with the reason for rejection.
• 7. How do I register for training on Bulk Account
  Maintenance with File Upload?
• CitiDirect EAS training has been published and
  can be found at www.defensetravel.dod.mil/passport
  Individuals must register as a user to gain
  access to the Travel Explorer (TraX).
• 8. Where do I obtain a blank Excel Spreadsheet to
  get started?
• At http//www.citimanager.com/dodhome

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