Introducing Access Online Cardholder, Billing Official and Approving Official Training 1 Access Online Lessons Online Registration Forgot Your Password Logging In Navigation Basics My Personal Information Account Profile Viewing Statements Transaction Management Web-based Training Presentation Navigation Buttons URL or Left Navigation Bar Link 2 Key Access Online Concepts Change your password every 60 days View statements online Receive email notification of statement availability Have transactions final-approved by a billing/approving official 3 Online Registration Register Online https://access.usbank.com 4 Online Registration Online Registration 5 Online Registration Online Registration 6 Online Registration 7 Forgot Your Password Forgot your password? https://access.usbank.com 8 Forgot Your Password Forgot your Password 9 Forgot Your Password Forgot your Password 10 Logging In Organization Short Name User ID Password https://access.usbank.com 11 Navigation Basics Left-Column Navigation Bar Message from U.S. Bank and DoD Welcome to Access Online! Account Number link to Transaction List Home and Contact Us Home 12 Support Desk Numbers Government Support Desk Numbers Contact Us 13 My Personal Information Change your Password My Personal Information 14 My Personal Information Contact Information My Personal Information 15 Email Notification Email Notification My Personal Information 16 Email Notification My Personal Information 17 Authorization Limits Authorization Limits Account Information 18 Authorization Limits Account Information 19 Account Information Account Information Account Information 20 Account Information Account Information 21 Default Accounting Code Default Accounting Code Account Information 22 Default Accounting Code Salt Lake County will have five segments listed in the default accounting code: Fund, Dept, Division, Object Code, Activity Code Account Information 23 Viewing Statements Cardholder Statements Account Information 24 Viewing Statements Account Information 25 Viewing Transactions Account Link to List of Transactions Link to Transaction List Transaction Management 26 Transaction Management Transaction list Disputes Transaction reallocation Transaction approval process 27 Transaction List Card Account Summary Search Criteria Transaction List Transaction Management 28 Transaction List Transaction List Links to Transaction Detail Transaction Management 29 Transaction Detail Summary Tab Transaction Detail Dispute Information Dispute Transaction link Transaction Management 30 Dispute a Transaction Transaction Management 31 Dispute Demonstration 32 Reallocate a Transaction Transaction Management 53 Reallocate to an Alternate Accounting Code AAC Selection Transaction Management 54 Reallocate a Transaction Transaction Management 55 Reallocate a Transaction The Amount Remaining must be zero. Transaction Management Magnifying glass for VVL 56 Reallocate a Transaction Transaction Management 57 Reallocation Demonstration 58 Transaction Final-Approval Transaction Management 76 Transaction Final-Approval Transaction Management 77 Transaction Final-Approval Transaction Management 78 Web-Based Training Go to accessible site for users with visual or mobility impairments. Register a new account link https://wbt.access.usbank.com 79 Web-Based Training https://wbt.access.usbank.com 80 Web-Based Training Click this link to access lesson content, including procedures, self-evaluation questions, user guides, quick references, and simulations. Click this link to access the final certification exam (not the same as the lesson selfevaluation questions). Mouse over an option for more information. https://wbt.access.usbank.com 81 Web-Based Training Select a lesson checkbox to review that lesson and access the related user guide. https://wbt.access.usbank.com Watch the Announcements section for update information and links to updated content. 82 Web-Based Training Links to user guides, quick references, and simulations. WBT navigation lets you go from one lesson to the other, go screen by screen, or skip around within a lesson. Procedural steps display here. https://wbt.access.usbank.com Sample screens and numbered pins display here. 83 Web-Based Training Click a link to access a user guide. Scroll down to access quick references and other documents, such as the glossary. Click a link to access a hands-on simulation. https://wbt.access.usbank.com 84