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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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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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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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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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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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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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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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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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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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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