U.S. Bank Learning Opportunities: Training

Utilize U.S. Bank B2B learning opportunities

Training

Instructor-led training.

Instructor-led classes enable you to benefit from the live instruction of an expert trainer as well as the experience and insight of other users without leaving your desk.

Registration for each instructor-led training session is available via our secure registration sites. In addition to instructor led training, don’t forget that our Access Online Web-Based Training and
Fleet Commander Online Web-Based Training
are available 24 hours a day, seven days a week.


Expense Management

Fleet Commander Online


Access Online Accounting Code Management

Learn how to:

  • Create, maintain and delete an accounting code structure
  • Create and maintain validation controls, including valid value lists

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All Times Central Time:
Thursday, March 22, 10:30 AM

Register Today

Length: 1 hour

(Please include your name, role, company name and name of your referral contact if applicable.)

Access Online Account Administration

Learn how to:

  • Set up a new cardholder account, including demographic information, hierarchy position, default accounting code, and authorization limits
  • Use Effective Dating to perform future temporary or permanent maintenance changes
  • View and use work queues to manage the setup and maintenance process

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All Times Central Time:
Tuesday, March 20, 10:30 AM

Register Today

Length: 1 hour

(Please include your name, role, company name and name of your referral contact if applicable.)

Access Online Cost Allocation
Prerequisite: Access Online Transaction Management class

Discover how to:

  • Access and understand the basic System Administration function in Access Online
  • Work with default accounting codes in the context of setting up cost allocation
  • Create, maintain and delete an accounting code structure
  • Work with default and custom MCC groups in the context of setting up cost allocation
  • Create, maintain and delete an allocation rule

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All Times Central Time:
Thursday, March 22, 1:30 PM

Register Today

Length: 1 hour

(Please include your name, role, company name and name of your referral contact if applicable.)

Access Online User Profiles

Learn how to:

  • Assign user login information, including user ID, password and authentication question
  • Designate each account a user can access
  • Specify user processing and reporting hierarchy assignments
  • Specify user contact information, including address, phone number and email notification (for statements and/or pending transaction approval actions)

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All Times Central Time:
Tuesday, March 20, 1:30 PM

Register Today

Length: 1 hour

(Please include your name, role, company name and name of your referral contact if applicable.)

Access Online Payment Plus

Find out how to:

  • View payment instructions
  • Create payment instructions and payment requests using the online form
  • Run Payment Plus reports
  • Manage exceptions by matching payment instructions and/or payment requests to transactions
  • Create and manage supplier records
  • Customize default forms and create custom payment instruction and payment request forms
  • Set up your automatch criteria to maximize reconciliation and ensure complete financial extracts

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Upon Request - (Request through your Relationship or Account Manager)

Access Online Reporting

Discover how to:

  • Access and understand the different report categories, including Program Management reports, Financial Management reports, Supplier Management reports, Travel Expense Management reports, Administration reports, and Tax/Compliance reports
  • Specify report criteria, including report-specific filters, to manage which information your report includes
  • Select report sorting parameters to organize the finished report to meet your needs
  • Select an output option to meet your needs for viewing, manipulating or printing the report
  • Select and modify processing and reporting hierarchy parameters to further organize the report data
  • Schedule and share a report and easily revise or delete delivery schedules or recipients at any time
  • Create a customized ad hoc report using the Flex Data Reporting function

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All Times Central Time:
Wednesday, March 21, 10:30 AM

Register Today

Length: 1 hour

(Please include your name, role, company name and name of your referral contact if applicable.)

Access Online Transaction Management

Learn how to:

  • Access and understand the basic Access Online Transaction Management function, including the transaction approval process
  • Search for cardholder accounts and transactions
  • View transactions and transaction details
  • Initiate a dispute online
  • Reallocate a transaction
  • Specify line item detail
  • View transaction tax data
  • Log comments about a transaction
  • Mark transactions as reviewed or approved

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All Times Central Time:
Wednesday, March 21, 1:30 PM

Register Today

Length: 1 hour

(Please include your name, role, company name and name of your referral contact if applicable.)

Expense Management Setting Up the System

In this course, you will learn how to complete all of the necessary steps to set up your Expense Management System.

Learn how to:

  • Set up finance codes, approval rules and mileage
  • Upload, refresh and validate files
  • Set up automatic emails and regional settings
  • Pull flush or drip financial extracts
  • Run default and approval code recalculation

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All Times Central Time:
Tuesday, March 27, 10:30 AM

Register Today

(Please include your name, role, company name and name of your referral contact if applicable.)

Expense Management Working with Expenses

Throughout this training class you will be guided through the cardholder experience in managing expenses as well as how the manager approval process operates.

Learn how to:

  • Create expense reports
  • Build out of pocket expenses
    • Cash expenses
    • Mileage expenses
  • Attach receipts
  • Send expenses to manager
  • Approve expenses (Manager)

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All Times Central Time:
Tuesday, March 27, 1:30 PM

Register Today

(Please include your name, role, company name and name of your referral contact if applicable.)

Expense Management Running Reports

Reporting is essential to the administration and management of your expenses. Learn how to best create and run reports so that you may effectively conduct business.

Learn how to:

  • Review the most common reports
  • Run transaction reports
  • Create report templates
  • Schedule a report to run automatically
  • Run extracts

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All Times Central Time:
Wednesday, March 28, 10:30 AM

Register Today

(Please include your name, role, company name and name of your referral contact if applicable.)

Fleet Commander Online Initial Training

In this high level overview class you will learn how to use the Fleet Manager’s functions to create and maintain accounts, cards, vehicles and drivers.

Learn how to:

  • Log into Fleet Commander Online
  • Use the Homepage functions
  • Maintain accounts
  • Create, extract and schedule reports
  • Change and manage your profile

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All Times Central Time:
Wednesday, March 28, 1:30 PM
Wednesday, April 25, 1:30 PM

Register Today

(Please include your name, role, company name and name of your referral contact if applicable.)


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