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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

July 2015

CitiManager® Card Management Portal

CitiManager® Card Management Portal for Program Administrators –Wednesday July 15th @ 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 the Purchase and Travel Card Programs. It enables you to retrieve statements, as well as perform real-time account management and maintenance. It also serves as the Single Sign-On portal. 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 (CRS), CitiDirect® Global Card Management System (GCMS) and Citi® Commercial Card Learning and System Support (CLASS).

Highlights of the session include:

  1. Learn how to create CitiManager user profiles
  2. Learn how to register a new cardholder
  3. Learn how to enable the Single Sign-on functionality for both new and existing CitiManager users
  4. Learn how to quickly and efficiently retrieve account statements and cardholder transaction activity
  5. Learn how to enable e-mail notifications for yourself and your cardholders

Hello,

Kevin Wallace invites you to join this WebEx meeting.

Topic: SOTx CM 7/15, GCMS 7/22 & CCRS 7/29
Date: Every Wednesday, from Wednesday, July 15, 2015, to Wednesday, July 29, 2015
Time: 1:00 pm  |  Central Time  |  1 hr 30 mins

Join WebEx meeting
Meeting Number: 732 261 705
Meeting Password: Training15

Join by phone
Call-in number (Premiere): 1-972-793-8844  (US)
Show global numbers
Attendee access code: 716 806 0665

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, July 22nd @ 1 p.m. CT

The Global Card Management System (GCMS) allows management of your Citi Purchase and Travel Card Program. GCMS is a tool for managing cardholder authorization controls and accessing transaction information. In GCMS, you can perform cost allocation on transactions and print out a group of standardized program management reports.
In this session, we’ll review:

  1. Overall system navigation to include setting up Administrator and Cardholder Profiles
  2. How to search for accounts within GCMS
  3. How to retrieve transaction activity and how to set-up real-time alerts
  4. How to search for declined transactions
  5. How to establish account groups

You can forward this invitation to others.

Hello,

Kevin Wallace invites you to join this WebEx meeting.

Topic: SOTx CM 7/15, GCMS 7/22 & CCRS 7/29
Date: Every Wednesday, from Wednesday, July 15, 2015, to Wednesday, July 29, 2015
Time: 1:00 pm  |  Central Time  |  1 hr 30 mins

Join WebEx meeting
Meeting Number: 732 261 705
Meeting Password: Training15

Join by phone
Call-in number (Premiere): 1-972-793-8844  (US)
Show global numbers
Attendee access code: 716 806 0665

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) Running Reports – Wednesday, July 29th @ 1 p.m. CT

The CCRS reporting system allows Program Administrators to identify transactions that are not within program parameters, thereby automating the audit view process. This session covers how to start leveraging the reporting application. Through CCRS, you'll gain access to standardized and customized reports and a choice of over 600 data elements.

In this session, Program Administrators will learn how to:

  1. Navigate the reporting system
  2. Schedule reports
  3. Run, view and edit reports
  4. Save report templates
  5. Sort and export reports
  6. Set-up user preferences within the platforms

Hello,

Kevin Wallace invites you to join this WebEx meeting.

Topic: SOTx CM 7/15, GCMS 7/22 & CCRS 7/29
Date: Every Wednesday, from Wednesday, July 15, 2015, to Wednesday, July 29, 2015
Time: 1:00 pm  |  Central Time  |  1 hr 30 mins

Join WebEx meeting
Meeting Number: 732 261 705
Meeting Password: Training15

Join by phone
Call-in number (Premiere): 1-972-793-8844  (US)
Show global numbers
Attendee access code: 716 806 0665

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.