Cards in this guide (11)
How do you view statements for different accounts if you have access to more than one cardholder account
Search and select a different cardholder account for each
statement
How do you know if a transaction still needs your approval
I can see a Pending status on the transaction list
How can you tell if you or another user has approved your statement
Click the Show statement Approval History
How do you register more than one account
Log in and register each account separately.
How would you find out which functional entitlement group you belong to
Select the My Personal Information high-level task, then click
the Account Access link.
What is the first step in registering online
Clicking the register online link
How do you access an account if you have to more than one account
Search by cardholder or managing account information
How can I check the layout of my flex data report before I save or run the report
I can select to preview the report
How do you reconcile payment instructions and transactions in payment plus
Online auto matched. You match the exceptions
How do you return to the Client Home page us bank access online training
If you have access to Data Exchange, how can you find out if a
file is ready for you to download? us bank access online
training
When After you finish a cardholder account setup how can you check the status of your request