PHOENIX ARIZONA – JULY 28-30, 2009 U.S. Bank Welcomes You to the 11th Annual GSA SmartPay ®...

PHOENIX ARIZONA – JULY 28-30, 2009

U.S. Bank Welcomes You to the 11th Annual GSA

SmartPay® Training Conference

U.S. Bank Access® OnlineOrientationU.S. Bank Access® OnlineOrientation

Traci Barber, Solutions ConsultantFrank Doyle, Solutions ConsultantTraci Barber, Solutions ConsultantFrank Doyle, Solutions Consultant

Tuesday, July 28th, 2009Tuesday, July 28th, 2009

PHOENIX ARIZONA – JULY 28-30, 2009

Agenda Access® Online Logistics Account Administration Account Information Transaction Management Reporting and Report Scheduler Data Exchange My Personal Information Web-Based Training (WBT)

PHOENIX ARIZONA – JULY 28-30, 2009

Initial Transaction Allocation

Default Accounting Code

Automated MCC Allocation

Functionality - Overview

Program Management

Account Setup

Maintenance

Web Statement/

Cardholder ePay

Transaction Management

Dispute

Comments

Reallocate

Manage Tax

User Line Items

TAP

Valid Values

CSV

•Accounting Automation•Control and audit•Dynamic data access•Exception management

Reporting

Program Management

Financial Management

Supplier Management

Tax & Compliance Management

Flex Data Reporting/ Report

Scheduler

PHOENIX ARIZONA – JULY 28-30, 2009

Login Screen

PHOENIX ARIZONA – JULY 28-30, 2009

Account Administration

PHOENIX ARIZONA – JULY 28-30, 2009

Reporting & Report Scheduler

PHOENIX ARIZONA – JULY 28-30, 2009

My Personal Information

PHOENIX ARIZONA – JULY 28-30, 2009

Web-Based Training (WBT)

PHOENIX ARIZONA – JULY 28-30, 2009

Web-Based Training (WBT) URL is https://wbt.access.usbank.com Lessons User Guides and Quick Reference Guides Simulations Recorded Classes Passwords:

A/OPC: alabamaAO: cottonCardholder: selma

PHOENIX ARIZONA – JULY 28-30, 2009

Questions?

PHOENIX ARIZONA – JULY 28-30, 2009

Thank YouPresentations will be available on

www.usbank.com/sp2presentations

after the conference