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Your Citi/State of Texas Commercial Card Program Resource Link

Program Administrator Training

Attention Program Administrators:
Citi Training Webinar Schedule and Connection Details

September 2015

CitiManager® Card Management Portal

CitiManager® Account Maintenance for Program Administrators – Wednesday September 9th @ 1 p.m. CT

The CitiManager® Card Management Portal is the foundational management tool for both PAs and cardholders. It provides basic self-service tools for managing Purchase and Travel Card Programs. It enables you to retrieve statements, as well as perform real-time account maintenance for your cardholders. It also serves as the Single Sign-On portal for the Citi® Program Management Suite of tools. During this session, you’ll learn how to use the CitiManager portal, as well as how to access Citi’s other online tools, including: Citi® Custom Reporting System (CCRS), Global Card Management System (GCMS) and Citi® Commercial Card Learning and System Support (CLASS).

Highlights of the session include:

  1. Navigating the CitiManager portal
  2. Learn how to quickly and efficiently retrieve account statements and cardholder transaction activity
  3. Learn how to create CitiManager® user profiles
  4. Perform Account Maintenance
  5. View current Authorizations and Declines
  6. Learn how to enable alert e-mail notifications for yourself and your cardholders
  7. The benefit of the Citi Commercial Card Learning and System Support (CLASS) site

Hello,

Erica Graham invites you to join this WebEx meeting.

Topic: SOTx CM 9/9, GCMS 9/16, CCRS 9/23 Training
Date: Every Wednesday, from Wednesday, September 9, 2015, to Wednesday, September 23, 2015
Time: 1:00pm Central Time  |  1 hr 30 mins

Join WebEx meeting
Meeting Number: 737 736 417
Meeting Password: Training15

Join by phone
Call-in number (Premiere): 1-972-793-8844  (US)
Show global numbers
Attendee access code: 731 625 2271

Add this meeting to your calendar.

Can't join the meeting? Contact support.

IMPORTANT NOTICE: Please note that this WebEx service allows audio and other information sent during the session to be recorded, which may be discoverable in a legal matter. By joining this session, you automatically consent to such recordings. If you do not consent to being recorded, discuss your concerns with the host or do not join the session.

Global Card Management System (GCMS)

CitiDirect® Global Card Management System (GCMS) – Wednesday, September 16th @ 1 p.m. CT

Global Card Management System – Basic

The Global Card Management System (GCMS) allows management of your Citi Purchase and Travel Card Program. GCMS is a tool for accessing transaction information, allocating costs to transactions, and running a variety of predefined reports

In this session, we’ll review:

  1. Overall system navigation
  2. How to search for accounts within GCMS
  3. How to retrieve transaction activity
  4. Transaction cost allocation and reallocation
  5. Running standard GCMS reports and data exports

Hello,

Erica Graham invites you to join this WebEx meeting.

Topic: SOTx CM 9/9, GCMS 9/16, CCRS 9/23 Training
Date: Every Wednesday, from Wednesday, September 9, 2015, to Wednesday, September 23, 2015
Time: 1:00 pm  |  Central Time  |  1 hr 30 mins

Join WebEx meeting
Meeting Number: 737 736 417
Meeting Password: Training15

Join by phone
Call-in number (Premiere): 1-972-793-8844  (US)
Show global numbers
Attendee access code: 731 625 2271

Add this meeting to your calendar.

Can't join the meeting? Contact support.

IMPORTANT NOTICE: Please note that this WebEx service allows audio and other information sent during the session to be recorded, which may be discoverable in a legal matter. By joining this session, you automatically consent to such recordings. If you do not consent to being recorded, discuss your concerns with the host or do not join the session.

Citi Custom Reporting System (CCRS)

Citi Custom Reporting System (CCRS) Advanced – Wednesday, September 23rd @ 1 p.m. CT

Citi® Custom Reporting System (CCRS) – Advanced CCRS reporting allows PAs to identify transaction(s) that are not within program parameters, thereby automating the audit review process. This session is designed to help PAs analyze reports and learn techniques that will enable proactive management of a card program.

In this session, we will:

  1. Review the Dynamic Report Builder, allowing the user to build a report from scratch
  2. Discuss various terms used in report building/editing, i.e. Objects, Attributes, Metrics, Filters, Prompts and how they are used
  3. Learn how to use the Advanced Save options when creating and modifying reports
  4. Review audit reports that allow user to identify trends and anomalies within their program
  5. Review the Data Dictionary and how to search for various Objects for reporting

Hello,

Erica Graham invites you to join this WebEx meeting.

Topic: SOTx CM 9/9, GCMS 9/16, CCRS 9/23 Training
Date: Every Wednesday, from Wednesday, September 9, 2015, to Wednesday, September 23, 2015
Time: 1:00 pm  |  Central Time  |  1 hr 30 mins

Join WebEx meeting
Meeting Number: 737 736 417
Meeting Password: Training15

Join by phone
Call-in number (Premiere): 1-972-793-8844  (US)
Show global numbers
Attendee access code: 731 625 2271

Add this meeting to your calendar.

Can't join the meeting? Contact support.

IMPORTANT NOTICE: Please note that this WebEx service allows audio and other information sent during the session to be recorded, which may be discoverable in a legal matter. By joining this session, you automatically consent to such recordings. If you do not consent to being recorded, discuss your concerns with the host or do not join the session.