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Your Citi/State of Texas Commercial Card Program Resource Link

Program Administrator Training

Welcome to the Citi Training website! Please find the updated schedule of upcoming, webinar sessions below. Click on the session titles for a course description and WebEx details.

September 2016
Date Time Course Title
September 7, 2016 11:00 a.m. - 12:00 p.m. ET
CitiManager: Solutions to Frequently Asked Questions

This session provides insight into the top 5 help desk inquiries that Citi receives and how Program Administrators can best resolve them.

WebEx Site

September 8, 2016 2:00 p.m. - 3:00 p.m. ET
CitiManager: Advanced GCMS

This class provides an advanced demonstration of the Global Card Management System (GCMS) to include: company site configurations, reporting cycles, account groups, cost allocation management, transaction management, creating a report, user templates and email notifications. Not all functionality may apply to your company's individual set up.

WebEx Site

September 13, 2016 11:00 a.m. - 12:00 p.m. ET
CitiManager: Advanced CCRS

This class provides an advanced demonstration of the Citibank Custom Reporting System (CCRS) to include: the data dictionary, creating a report, editing in design mode, and advanced save options.

WebEx Site

September 15, 2016 2:00 p.m. - 3:00 p.m. ET
CitiManager: Basic

This high level overview of CitiManager includes: basic navigation, reviewing statements and transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up.

WebEx Site

September 20, 2016 11:00 a.m. - 12:00 p.m. ET
CitiManager: What Can My Cardholders Do?

As a Program Administrator, learn what capabilities your cardholders have access to, within Citi's technology toolset. You'll be pointed towards resources within CitiManager you can share with your Cardholders to continue to encourage their use of CitiManager for managing their Citi card accounts.

WebEx Site

September 22, 2016 2:00 p.m. - 3:00 p.m. ET
CitiManager: Basic Reports

This class provides a basic overview of the Citibank Custom Reporting System (CCRS) to include: basic navigation, running a standard report, completing basic edits to the report and subscribing to a report so it will run automatically in the future.

WebEx Site

September 29, 2016 11:00 a.m. - 12:00 p.m. ET
CitiManager: Basic GCMS

This class provides a basic overview of the Global Card Management System (GCMS) to include: basic navigation, searching for transactions, transaction details, basic reallocation and reporting, and account maintenance. Not all functionality may apply to your company's individual set up.

WebEx Site

September 29, 2016 2:00 p.m. - 3:00 p.m. ET
CitiManager: Bulk Online Applications & Bulk Online Maintenance

Please join us for a training webinar on Citi's Commercial Cards Bulk Online Application (BOLA) & Bulk Online Maintenance (BOLM) that will replace the existing Auto Enroll (AE) & File Maintenance (FM) functionality in the CitiManager web tool.

WebEx Site

October 2016
Date Time Course Title
October 4, 2016 11:00 a.m. - 12:00 p.m. ET
CitiManager: Solutions to Frequently Asked Questions

This session provides insight into the top 5 help desk inquiries that Citi receives and how Program Administrators can best resolve them.

WebEx Site

October 6, 2016 2:00 p.m. - 3:00 p.m. ET
CitiManager: Advanced GCMS

This class provides an advanced demonstration of the Global Card Management System (GCMS) to include: company site configurations, reporting cycles, account groups, cost allocation management, transaction management, creating a report, user templates and email notifications. Not all functionality may apply to your company's individual set up.

WebEx Site

October 12, 2016 11:00 a.m. - 12:00 p.m. ET
CitiManager: Advanced CCRS

This class provides an advanced demonstration of the Citibank Custom Reporting System (CCRS) to include: the data dictionary, creating a report, editing in design mode, and advanced save options.

WebEx Site

October 13, 2016 2:00 p.m. - 3:00 p.m. ET
CitiManager: Basic

This high level overview of CitiManager includes: basic navigation, reviewing statements and transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up.

WebEx Site

October 18, 2016 11:00 a.m. - 12:00 p.m. ET
CitiManager: What Can My Cardholders Do?

As a Program Administrator, learn what capabilities your cardholders have access to, within Citi's technology toolset. You'll be pointed towards resources within CitiManager you can share with your Cardholders to continue to encourage their use of CitiManager for managing their Citi card accounts.

WebEx Site

October 19, 2016 2:00 p.m. - 3:00 p.m. ET
CitiManager: Bulk Online Applications & Bulk Online Maintenance

Please join us for a training webinar on Citi's Commercial Cards Bulk Online Application (BOLA) & Bulk Online Maintenance (BOLM) that will replace the existing Auto Enroll (AE) & File Maintenance (FM) functionality in the CitiManager web tool.

WebEx Site

October 20, 2016 11:00 a.m. - 12:00 p.m. ET
CitiManager: Basic Reports

This class provides a basic overview of the Citibank Custom Reporting System (CCRS) to include: basic navigation, running a standard report, completing basic edits to the report and subscribing to a report so it will run automatically in the future.

WebEx Site

October 25, 2016 2:00 p.m. - 3:00 p.m. ET
CitiManager: Basic GCMS

This class provides a basic overview of the Global Card Management System (GCMS) to include: basic navigation, searching for transactions, transaction details, basic reallocation and reporting, and account maintenance. Not all functionality may apply to your company's individual set up.

WebEx Site

November 2016
Date Time Course Title
November 1, 2016 2:00 p.m. - 3:00 p.m. ET
CitiManager: Basic

This high level overview of CitiManager includes: basic navigation, reviewing statements and transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up.

WebEx Site

November 2, 2016 11:00 a.m. - 12:00 p.m. ET
CitiManager: What Can My Cardholders Do?

As a Program Administrator, learn what capabilities your cardholders have access to, within Citi's technology toolset. You'll be pointed towards resources within CitiManager you can share with your Cardholders to continue to encourage their use of CitiManager for managing their Citi card accounts.

WebEx Site

November 2, 2016 2:00 p.m. - 3:00 p.m. ET
CitiManager: Bulk Online Applications & Bulk Online Maintenance

Please join us for a training webinar on Citi's Commercial Cards Bulk Online Application (BOLA) & Bulk Online Maintenance (BOLM) that will replace the existing Auto Enroll (AE) & File Maintenance (FM) functionality in the CitiManager web tool.

WebEx Site

November 3, 2016 2:00 p.m. - 3:00 p.m. ET
CitiManager: Advanced CCRS

This class provides an advanced demonstration of the Citibank Custom Reporting System (CCRS) to include: the data dictionary, creating a report, editing in design mode, and advanced save options.

WebEx Site

November 8, 2016 11:00 a.m. - 12:00 p.m. ET
CitiManager: Solutions to Frequently Asked Questions

This session provides insight into the top 5 help desk inquiries that Citi receives and how Program Administrators can best resolve them.

WebEx Site

November 9, 2016 2:00 p.m. - 3:00 p.m. ET
CitiManager: Advanced GCMS

This class provides an advanced demonstration of the Global Card Management System (GCMS) to include: company site configurations, reporting cycles, account groups, cost allocation management, transaction management, creating a report, user templates and email notifications. Not all functionality may apply to your company's individual set up.

WebEx Site

November 10, 2016 11:00 a.m. - 12:00 p.m. ET
CitiManager: Basic Reports

This class provides a basic overview of the Citibank Custom Reporting System (CCRS) to include: basic navigation, running a standard report, completing basic edits to the report and subscribing to a report so it will run automatically in the future.

WebEx Site

November 15, 2016 2:00 p.m. - 3:00 p.m. ET
CitiManager: Basic GCMS

This class provides a basic overview of the Global Card Management System (GCMS) to include: basic navigation, searching for transactions, transaction details, basic reallocation and reporting, and account maintenance. Not all functionality may apply to your company's individual set up.

WebEx Site

December 2016
Date Time Course Title
December 1, 2016 11:00 a.m. - 12:00 p.m. ET
CitiManager: Solutions to Frequently Asked Questions

This session provides insight into the top 5 help desk inquiries that Citi receives and how Program Administrators can best resolve them.

WebEx Site

December 6, 2016 2:00 a.m. - 3:00 p.m. ET
CitiManager: Advanced GCMS

This class provides an advanced demonstration of the Global Card Management System (GCMS) to include: company site configurations, reporting cycles, account groups, cost allocation management, transaction management, creating a report, user templates and email notifications. Not all functionality may apply to your company's individual set up.

WebEx Site

December 7, 2016 11:00 a.m. - 12:00 p.m. ET
CitiManager: Advanced CCRS

This class provides an advanced demonstration of the Citibank Custom Reporting System (CCRS) to include: the data dictionary, creating a report, editing in design mode, and advanced save options.

WebEx Site

December 7, 2016 2:00 p.m. - 3:00 p.m. ET
CitiManager: Bulk Online Applications & Bulk Online Maintenance

Please join us for a training webinar on Citi's Commercial Cards Bulk Online Application (BOLA) & Bulk Online Maintenance (BOLM) that will replace the existing Auto Enroll (AE) & File Maintenance (FM) functionality in the CitiManager web tool.

WebEx Site

December 8, 2016 2:00 p.m. - 3:00 p.m. ET
CitiManager: Basic

This high level overview of CitiManager includes: basic navigation, reviewing statements and transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up.

WebEx Site

December 13, 2016 11:00 a.m. - 12:00 p.m. ET
CitiManager: What Can My Cardholders Do?

As a Program Administrator, learn what capabilities your cardholders have access to, within Citi's technology toolset. You'll be pointed towards resources within CitiManager you can share with your Cardholders to continue to encourage their use of CitiManager for managing their Citi card accounts.

WebEx Site

December 14, 2016 2:00 p.m. - 3:00 p.m. ET
CitiManager: Basic Reports

This class provides a basic overview of the Citibank Custom Reporting System (CCRS) to include: basic navigation, running a standard report, completing basic edits to the report and subscribing to a report so it will run automatically in the future.

WebEx Site

December 15, 2016 11:00 a.m. - 12:00 p.m. ET
CitiManager: Basic GCMS

This class provides a basic overview of the Global Card Management System (GCMS) to include: basic navigation, searching for transactions, transaction details, basic reallocation and reporting, and account maintenance. Not all functionality may apply to your company's individual set up.

WebEx Site