AccessOnline Updates and Enhancements Sandi Hampton Susan Stow October 1, 2013 Sandi Hampton Susan Stow October 1, 2013.

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Presentation transcript:

AccessOnline Updates and Enhancements Sandi Hampton Susan Stow October 1, 2013 Sandi Hampton Susan Stow October 1, 2013

Today’s Objectives  Important Date to Remember  Recent New Functionality in AccessOnline –Update Messaging –Quicklinks –Dashboard Reporting –Account ID  Demo and Q&A

November 22, 2013  U.S. Bank's Access Online® will be upgrading to Microsoft Excel This change may affect users with older versions of the software, precluding them from downloading their standard reports.

What to do prior to November 22, 2013…..  Confirm your version of Excel. If you have Excel 2000 or Excel 2003 –Upgrade for free –Download the Service Pack from the Microsoft Download Center: – – deadline for upgrading is Thursday, November 21st. – Contact Microsoft Support - ( with any technical questions. – Access OnLine users who are unable to or who choose not to upgrade will not be able to download reports after November 21st. Questions, contact the AccessOnline Technical Help Desk at

Updated Messaging  XMessage(s) from Access Online  As a result of our continuing commitment to process improvement, a scheduled Access Online update will cause the system to be unavailable. The ability to log in will be restricted from Saturday, October 5 at 6:00 AM CT through Sunday, October 6 at 6:00 AM CT.  We apologize for any inconvenience this may cause.  ******************************************************************************* *************************************  Dans le cadre de notre engagement constant à nous améliorer, nous déploierons une mise à jour de Access Online à la date fixée. Ce déploiement mettra le système hors service. Il vous sera impossible d`ouvrir une session du samedi 5 octobre à 6 h (HC) au dimanche 6 octobre à 6 h (HC).

Quick Links Available on your Home Page: (depending on your functional entitlement): Quick Links: Manage Home Page Settings Manage Contact Information Manage Notifications Run Transaction Detail Report View All Statements View Last Cycle Transactions View Open Transactions

Dashboard Reporting

 Management tool that provides visual representation of data  Integrates, organizes and presents multiple components in a unified display  Monitors high-level card program performance  Includes program administrator abilities –Setup –Maintain –Delete –Save views  Adobe Flash Player required  User Interface page gives user the option to download or to use “contact Us” Dashboard Reporting

 Dashboard provides a Merchant Spend Analysis for selected period of time –Monthly, Quarterly, Annually and Year-To-Date –Total Spend –Total Transactions –Avg Purchase Amount –Spend my MCC Group (top 10) –Spend by Top 10 Merchants –Snapshot Dashboard Reporting

Questions?

Account ID

What is the Account ID?  Unique 12-digit number assigned to each 16-digit account number  Enhanced security –PCI Compliant –Additional internal controls for customer –Secure reports and extracts –Can be transmitted in lieu of actual account number

Questions?

ACCESS ONLINE ASSISTANCE  PROGRAM ADMINISTRATOR TECHNICAL ASSISTANCE FOR ACCESS ONLINE…   Click on “Contact Us” from AccessOnline menu bar  Thank you!