TAMU - Division of Finance
CitiDirect Login & Navigation
Guide
4/28/2011
CitiDirect Login Reference Guide
User ID and Password: Enter the user id and
temporary password received via email from
the Payment Card Office. There will be one
email with user id and one with the temporary
password. Click the Login button to proceed.
CitiDirect Login: Go to
https://www.globalmanagement.citidirec
t.com/sdng/login/login.do and bookmark
this page for future logins.
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CitiDirect Login Reference Guide
Current Password: Enter
the temporary password
again here
New and Confirm
Password: Create new
password and then
confirm. This will now be
the password until this one
expires, which is 90 days.
Email Address and Confirm
Email Address: Enter in
your TAMU email address
and then confirm.
Security Question and
Security Answer: Click the
drop down and select a
security question. Then
type the answer to that
question and click submit.
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CitiDirect GCMS Login Reference Guide
Challenge Question, Response and Confirm Response: Click on the drop down and select the
first Challenge Question, then in the Response and Confirm Response enter the answer to the
Challenge Question. Repeat this for the two remaining Challenge Questions and click Save.
This will take you to CitiDIrect home page.
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CitiDirect Navigation Reference Guide
CitiDirect Home Page: From the home page an Account Manager can review all of the activity
in their department or particular hierarchy level.
This Icon takes the user
back to the Home page.
This icon takes the user to a
search screen.
Financial Tab: This tab will take
you to Account Summary,
Merchant Summary or Transaction
Management.
Logoff icon
Reports Tab: Under this tab you
can run or schedule report and
view reports run or reports that
are scheduled.
This Icon takes the user to
My Profile page. Users can
change their passwords,
security questions and
other user profile
information.
Accounts Tab: Under this tab the
end user can view org point and
cardholder information. Like
credit limits and default account
codes. Note: Account Managers
can change the default accounting
code.
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CitiDirect Navigation Reference Guide
Financial-Account Summary: Clicking on the Financial-Account Summary tab will
bring the end user to a search of the reporting structure (normally department for
the end user).
Link-Select: This allows the end
user to select the hierarchy level
to view cardholder transactions
under that hierarchy level. If
selecting FISC-Financial
Management it would summarize
all cardholders and the
transactions for that card. If
selecting the red hierarchy tab it
will show all departments in that
hierarch level.
Search By: Allows the end user
multiple ways to search for cards
or accounts (an account is
CitiBank’s term for a credit card).
Example of possible searches:
Account Number ends with,
Account Name starts with, All
Accounts, All Org Point (Citibank
Term for hierarchy level like
department sub-department), Org
Point Name, etc.
Recently Viewed: Use the drop
down to look at recently viewed
cards. This is just a tool that can
allow the end user to quickly
access cards that have been
recently viewed.
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CitiDirect Navigation Reference Guide
Financial-Account Summary: After clicking on the FISC-Financial Management (this will be the name of the end users hierarchy
level) link in the Link–Select box it will provide the below transaction search screen. The end user can search by Reporting
Cycle or a range of transactions. This particular search will provide a summarized listing of accounts that have had activity in
that particular date range. After selecting the reporting cycle month from the drop down click on search.
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CitiDirect Navigation Reference Guide
Financial-Account Summary: The search will provide the below summarized view of card activity. This search can be used to
determine quickly what cards in a particular department or hierarchy level have had activity in a particular date range or
statement time period. To look at the transaction detail for a particular card click on the account number.
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CitiDirect Navigation Reference Guide
Financial-Account Summary: After clicking on the account number the below “Transaction Summary” will appear. This allows
the end user to see all transactions for a particular card and also allows the end user to view details about the transaction by
clicking on any of the links listed below.
Send Email: This may be used to
send email to approvers after
review of transactions. Email for
approver can be set up in
cardholder profile.
Accounting Detail: By clicking this
icon it will bring up the accounting
information for that particular
transaction. This is where the
transaction can be reallocated.
This will further be documented in
the reallocation guide.
Save/Reset: The save button
would be used after adjusting any
accounting information in either
the Accounting Detail view or the
expand all view.
Split Transaction: Clicking on this
icon will show you the accounting
information for a split or to initiate
a split for that transaction.
Merchant Details: By clicking on
the Merchant in the “Description”
column it will show additional
merchant details.
Transaction Detail: This icon will
provide additional detail about the
transaction provided by the
vendor/merchant.
Transaction Exported/Locked: This icon (not present on this
screen) will show that the transaction is locked and has been
exported to FAMIS. Will look similar to the following:
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CitiDirect Navigation Reference Guide
Financial: Also under the Financial tab are Merchant Summary and Advanced Transaction Management. Merchant Summary is
just like the Account Summary in terms of navigation. The only difference is that it lists a merchant transaction summary instead
of a cardholder transaction summary. Also available is the Advanced Transaction Maintenance. This link allows end users to
allocate to multiple transactions at once. It also allows searches on optional filters such as Merchant Name, Merchant Category
Code, Amount, Invoice number, etc. For more information on Advanced Transaction Maintenance see the Reallocation Guide.
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CitiDirect Navigation Reference Guide
Reports: Under reports you can view “Schedule Summary”, this section displays the number of reports that ran successfully,
that failed and that are scheduled to run. The “Schedule Report” section is used to create one time reports as well as to
schedule a report or export. The “Completed Reports” section lists reports that have been run within the last 30 days. The
“Scheduled Reports” section lists the scheduled reports that have not yet run. For more information on reports see the Reports
Guide.
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CitiDirect Navigation Reference Guide
Accounts: Under the Accounts tab end users can view the Reporting Structure and view/edit the default accounting code
through “Cost Allocation Management”/Default Accounting Code Set Up for Account/Default Maintenance. If you view a card
through the Reporting Structure section it is the same search as going through the Default Maintenance section, the only
difference is that the Default Maintenance section search will only bring the default values to review/edit. The following pages
will review those screens.
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CitiDirect Navigation Reference Guide
Accounts: After clicking on the Accounts/Reporting Structure it will bring the end user to the below Search Reporting Structure
page. This is similar to the search function previously discussed under the Financial/Account Summary Section. The end user
can search by different criteria under the “Search By:” drop down (as shown on page 17) or if the end user has recently viewed a
card then it can be selected in the drop down next to “Recently Viewed” and once selected click on “Select a Link”.
Select: FISC-FINANCIAL
MANAGEMENT (this would be the
Accounting Manager’s department
or hierarchy level). If the end user
clicks on the hierarchy name it will
present detailed information
about the org point as shown on
page 14.
Hierarchy Tree: When the end
user clicks on this logo it will bring
up the hierarchy for that particular
hierarch level/org point, i.e.
departments. See pages 15-17 on
how the hierarchy will be
presented and how to select
different levels, i.e. subdepartments and cards/accounts.
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CitiDirect Navigation Reference Guide
Accounts/Reporting Structure: After clicking on the department/hierarchy level link it will present to the end user the details
about that particular hierarchy level (which CitiBank labels as Org Point). One of the main uses of this view would be to see all of
the Account Managers (what CitiBank labels as Level Managers) assigned to that hierarchy level.
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CitiDirect Navigation Reference Guide
Accounts/Reporting Structure: After clicking on the hierarchy tree icon as noted on page 13 the system will present all units or
departments or sub-departments that report to the hierarchy level.
Hierarchy Tree: This is the icon
that was shown on page 13 that
was clicked to present the
hierarchy levels listed on the left
hand side of the screen.
Click on triangle: If the end user
clicks on the triangle/arrow icon it
will drill down further into the
hierarchy until reaching the
cardholder which is the lowest
level of the hierarchy tree. See
page 16.
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CitiDirect Navigation Reference Guide
Accounts/Reporting Structure: After clicking on the triangle/arrow (sideways triangle/arrow) on the previous page it will
present the below. This happens to be the lowest level which is the cardholder level and that is represented with a circle bullet
point type icon. If you click on the down triangle/arrow it will go back up a level in the hierarchy tree. If you click on the actual
cardholder it will take you to the card holder information as shown on page 17.
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CitiDirect Navigation Reference Guide
Accounts/Reporting Structure: If using the “Search By” feature it will present to the end user the cardholder link as shown
below. Clicking the cardholder link by drilling down through the hierarchy tree or by using the Search by feature will provide the
same view of the cardholder as shown on page 18.
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CitiDirect Navigation Reference Guide
Accounts/Reporting Structure: Clicking the cardholder link by drilling down through the hierarchy tree or by using the Search by
feature will provide the same view of the cardholder or Account Information shown below. On this screen you can view the
credit limits assigned to the card, cardholder contact information, and default account code. The default account code can also
be changed by the Account Manager on this screen.
Cardholder Contact Information:
Default Accounting Code: This
can also be changed by the
Account Manager. To change click
on the “Change Default Value To:”
field and begin typing the new
default account and the software
will begin to search based on the
values typed. Then select the
appropriate account. This will
change the default for the next
posted transaction.
Credit Limits:
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CitiDirect Navigation Reference Guide
Change Default Value To: Below shows the software searching the accounts as the number is typed in. In the example below
the values of 21041 were typed in and the software searched and brought forward any accounts that matched to select from.
To select the account the end user just has to hover over the appropriate account with the mouse and then click on the account.
This will change the default account.
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CitiDirect Navigation Reference Guide
User: User Summary allows an Account Manager to view all or search for specific users in the Account Manager’s particular
hierarchy. “Password Reset” can be done either through the user summary search or by clicking directly on Password Reset.
However, if clicking on Password Reset the Account Manager has to know the exact user id of the user as shown on page 23.
Using the User Summary search allows the password reset on the user information screen as shown on page 22. Account
Manager’s can only reset passwords for those users in their respective hierarchy.
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CitiDirect Navigation Reference Guide
User Summary: After clicking on User Summery under the User tab it will present the end user the search criteria box only.
Then after clicking the search button it will present all users in that particular hierarchy unless restricted by either the “Search
By” dropdown or “and User Type” drop down. If looking for a specific user then use the “Search By” drop down and search by
either User Name or User ID. Then click on the “User ID” to pull up that specific user.
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CitiDirect Navigation Reference Guide
User Summary: After clicking on the User ID it will provide the end user with user information and the ability for the Account
Manager to reset a user’s password. To reset the user’s password simply click on the “E-mail New Password” button. It will
send an email to the address listed in the user’s profile (user information) with the new temporary password.
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CitiDirect Navigation Reference Guide
User/Password Reset: Under the User tab if selecting “Password Reset” the below will appear to the end user. This is only valid
if the exact user id is know. If so enter in the box below and click search. If there is a match it will present a screen similar to the
User Information screen on page 22. Then the password can be reset by clicking on the password reset button.
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