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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
