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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.

May 2018
Course Title
CitiManager: Reporting
May 7, 2018 9:00 a.m. - 10:00 a.m. CT

This class provides an overview of basic navigation and functionality within CCRS. Topics that will be covered include an explanation of the different data elements of standard reports, how to run a report, how to modify a report, and how to export a report. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: Reporting - Using Program Dashboards
May 9, 2018 9:00 a.m. - 10:00 a.m. CT

This class provides an overview of how dashboards can complement cutting-edge reporting capabilities and maximize program impact.  This sophisticated tool provides a dynamic, graphical presentation of account and transaction information based on user-driven parameters and key performance indicators. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: Using Reports for Program Management
May 18, 2018 12:00 p.m. - 1:00 p.m. CT

This class provides an overview of how to create a report. The Dynamic Report Builder will be used to create a Card Listing report. Attributes will be included in the report to monitor your card program including: Credit Limits, Status, Expiration Date, Usage, and MCCGs. Sorting and Filtering will be used to identify accounts of interest. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: Reporting Analytics
May 24, 2018 9:00 a.m. - 10:00 a.m. CT

This class provides an overview of how to create a report. The Dynamic Report Builder will be used to create a Transaction report. Covering the use of filters to identify transaction trends by hierarchy, merchant, cardholder or merchant category. We will also use a pivot table to identify spend trends. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: Bulk Online Applications/Bulk Online Maintenance
May 14, 2018 2:00 p.m. - 3:00 p.m. CT

This class provides an overview of how to use Bulk Online Applications and how to perform Bulk Online Maintenance.  Topics that will be covered include downloading the form templates, populating the template, uploading the form teamplate, accessing the error description file, how to correct errors via the original error file, and viewing requests. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: Basic
May 22, 2018 1:00 p.m. - 2:00 p.m. CT

This class provides an overview of how to use CitiManager. Topics that will be covered include basic navigation, reviewing statements/transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: Online Applications & Maintenance
May 25, 2018 10:00 a.m. - 11:00 a.m. CT

This class provides an overview of how to use Online Applications and how to perform Online Maintenance. Topics that will be covered include setting up a new passcode, uploading a supervisor list and the approval process. This class will also demonstrate how to perform routine online maintenance such as closing an account and increasing the credit limit. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: Identifying Misuse and Abuse Through Reporting
May 30, 2018 12:00 p.m. - 1:00 p.m. CT

This class provides an overview of how to use standard Audit Reports to identify abuse and misuse on accounts. Filters will be added to the standard Audit Reports to better analyze the data. Reports covered will include weekend transactions, Internet transactions, or high transaction amounts. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: GCMS Bulk Scheme Maintenance
May 11, 2018 12:00 p.m. - 1:00 p.m. CT

This class provides an overview of the bulk upload feature of the Global Card Management System (GCMS). Topics that will be covered include the download and upload files for the scheme and the accounting code defaults, along with common errors. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: GCMS Cost Allocation & Advanced Transaction Management
May 31, 2018 9:00 a.m. - 10:30 a.m. CT

This class provides an overview of the cost allocation features in the Global Card Management System (GCMS). Topics that will be covered include company site configurations, configuring cost allocation settings, maintaining your scheme, default allocation, the cost allocation process, and advanced transaction management. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: Reporting - Creating an Ad Hoc Report
May 30, 2018 10:00 a.m. - 11:00 a.m. CT

This class provides an overview of the creation of a report. The Dynamic Report Builder will be used to create a Transaction report. Both prompts and filters will be covered to utilize advanced features and extract the most relevant data, to include modifying filters and the Page-by option. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: Program Audit Tool
May 23, 2018 1:00 p.m. - 2:00 p.m. CT

This class provides an overview of the Program Audit Tool (PAT). PAT is a role based risk assessment tool that provides program auditing, helps improve internal compliance, and potentially prevents card misuse and fraud. This class will show how parameter driven rules flag cardholder accounts and transactions that are identified as noncompliant as configured by your organization. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: GCMS User Management
May 8, 2018 12:00 p.m. - 1:00 p.m. CT

This class provides an overview of user management concepts in the Global Card Management System (GCMS) to include: setting up a user, modifying a user, user templates, and email notifications. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: What Can My Cardholders Do?
May 7, 2018 10:00 a.m. - 11:00 a.m. CT

This class provides an overview of what your cardholder should do in managing their own account within CitiManager. Topics that will be covered include how to view/print a statement, review recent transactions, make a payment, and turn on alerts. Additional topics include answers to frequently asked questions such as: how to reset a password, how to register an account, how to perform card maintenance, how to view/print a statement, how to assign an alternate user, and how to sign up for email/mobile alerts. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: GCMS Reporting
May 9, 2018 12:00 p.m. - 1:00 p.m. CT

This class provides an overview on reporting and transaction management features of the Global Card Management System (GCMS). Topics that will be covered include creating custom reports, scheduling reports, and maintaining custom reporting cycle dates. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: GCMS Day-to-Day Basics
May 25, 2018 12:00 p.m. - 1:00 p.m. CT

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

WebEx Site

June 2018
Course Title
CitiManager: Reporting
June 11, 2018 12:00 p.m. - 1:00 p.m. CT

This class provides an overview of basic navigation and functionality within CCRS. Topics that will be covered include an explanation of the different data elements of standard reports, how to run a report, how to modify a report, and how to export a report. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: Reporting - Using Program Dashboards
June 13, 2018 12:00 p.m. - 1:00 p.m. CT

This class provides an overview of how dashboards can complement cutting-edge reporting capabilities and maximize program impact.  This sophisticated tool provides a dynamic, graphical presentation of account and transaction information based on user-driven parameters and key performance indicators. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: Using Reports for Program Management
June 15, 2018 12:00 p.m. - 1:00 p.m. CT

This class provides an overview of how to create a report. The Dynamic Report Builder will be used to create a Card Listing report. Attributes will be included in the report to monitor your card program including: Credit Limits, Status, Expiration Date, Usage, and MCCGs. Sorting and Filtering will be used to identify accounts of interest. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: Reporting Analytics
June 28, 2018 12:00 p.m. - 1:00 p.m. CT

This class provides an overview of how to create a report. The Dynamic Report Builder will be used to create a Transaction report. Covering the use of filters to identify transaction trends by hierarchy, merchant, cardholder or merchant category. We will also use a pivot table to identify spend trends. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: Bulk Online Applications/Bulk Online Maintenance
June 19, 2018 10:00 a.m. - 11:00 a.m. CT

This class provides an overview of how to use Bulk Online Applications and how to perform Bulk Online Maintenance.  Topics that will be covered include downloading the form templates, populating the template, uploading the form teamplate, accessing the error description file, how to correct errors via the original error file, and viewing requests. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: Basic
June 19, 2018 1:00 p.m. - 2:00 p.m. CT

This class provides an overview of how to use CitiManager. Topics that will be covered include basic navigation, reviewing statements/transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: Online Applications & Maintenance
June 20, 2018 10:00 a.m. - 11:00 a.m. CT

This class provides an overview of how to use Online Applications and how to perform Online Maintenance. Topics that will be covered include setting up a new passcode, uploading a supervisor list and the approval process. This class will also demonstrate how to perform routine online maintenance such as closing an account and increasing the credit limit. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: Identifying Misuse and Abuse Through Reporting
June 5, 2018 2:00 p.m. - 3:00 p.m. CT

This class provides an overview of how to use standard Audit Reports to identify abuse and misuse on accounts. Filters will be added to the standard Audit Reports to better analyze the data. Reports covered will include weekend transactions, Internet transactions, or high transaction amounts. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: GCMS Bulk Scheme Maintenance
June 22, 2018 12:00 p.m. - 1:00 p.m. CT

This class provides an overview of the bulk upload feature of the Global Card Management System (GCMS). Topics that will be covered include the download and upload files for the scheme and the accounting code defaults, along with common errors. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: GCMS Cost Allocation & Advanced Transaction Management
June 21, 2018 12:00 p.m. - 1:30 p.m. CT

This class provides an overview of the cost allocation features in the Global Card Management System (GCMS). Topics that will be covered include company site configurations, configuring cost allocation settings, maintaining your scheme, default allocation, the cost allocation process, and advanced transaction management. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: Reporting - Creating an Ad Hoc Report
June 21, 2018 10:00 a.m. - 11:00 a.m. CT

This class provides an overview of the creation of a report. The Dynamic Report Builder will be used to create a Transaction report. Both prompts and filters will be covered to utilize advanced features and extract the most relevant data, to include modifying filters and the Page-by option. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: Program Audit Tool
June 11, 2018 10:00 a.m. - 11:00 a.m. CT

This class provides an overview of the Program Audit Tool (PAT). PAT is a role based risk assessment tool that provides program auditing, helps improve internal compliance, and potentially prevents card misuse and fraud. This class will show how parameter driven rules flag cardholder accounts and transactions that are identified as noncompliant as configured by your organization. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: GCMS User Management
June 12, 2018 10:00 a.m. - 11:00 a.m. CT

This class provides an overview of user management concepts in the Global Card Management System (GCMS) to include: setting up a user, modifying a user, user templates, and email notifications. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: What Can My Cardholders Do?
June 4, 2018 10:00 a.m. - 11:00 a.m. CT

This class provides an overview of what your cardholder should do in managing their own account within CitiManager. Topics that will be covered include how to view/print a statement, review recent transactions, make a payment, and turn on alerts. Additional topics include answers to frequently asked questions such as: how to reset a password, how to register an account, how to perform card maintenance, how to view/print a statement, how to assign an alternate user, and how to sign up for email/mobile alerts. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: GCMS Reporting
June 13, 2018 10:00 a.m. - 11:00 a.m. CT

This class provides an overview on reporting and transaction management features of the Global Card Management System (GCMS). Topics that will be covered include creating custom reports, scheduling reports, and maintaining custom reporting cycle dates. Not all functionality may apply to your company's individual set up.

WebEx Site

CitiManager: GCMS Day-to-Day Basics
June 29, 2018 9:00 a.m. - 10:00 a.m. CT

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

WebEx Site