US Bank Web Training (CH) 2022

What does CAP stand for?

Cardholder Application Portal

Which alerts can you set?

Fraud alerts, event alerts, and purchase alerts

What kinds of alerts can you set on your account in the mobile app?

Fraud, event and purchase alerts

Where do you get your one-time passcode when you register online?

From an email sent to the address on the account

If you have access to accounts other than your own, how can you get an alert when those accounts have statements ready in Access Online?

I can search and select those accounts based on processing hierarchy position and add them to my accounts for email notifications

How can you get an alert when a specific department has past due accounts?

I can set up an event-driven notification for past due accounts and assign the alert to that department's processing hierarchy position only

Why would your navigation links in the mobile app display differently from the links in the lesson?

I downloaded the wrong application

In Payment Plus, how do you know when you can make a purchase based on a payment request you specified a single-use account for?

I get an email letting me know the account is ready and the payment request displays with a Final Approved status

How many payment accounts can you add to Account Pay?

I have no limit

Using the Order Management high-, how do you match multiple transactions to a single order?

Search and select an order, then review the information on the Order Detail tab

How do you view a cardholder acccount statement?

Select Account Information and then click Cardholder Account Statement

How would you run a report that listed only disputed transactions?

Select Disputed Only from the Disputed drop-down list

How can you change your contact address?

Select My Personal Information, then Contact Information, and then type a new address

Which option is true for statements?

Statements are used for paying the account

On the order detail screen, Match Tab, how do you match multiple transactions to the order?

Select all the appropriate transactions and click the Match To button

How do you access your account profile?

Select the Account Information high-level task, and then click the Cardholder Account Profile link

When you are ready to approve your statement, how do you approve your statement?

Select the Approved-status transactions and click Approve

What are the basic steps for running a report?

Select the report, set my parameters, and click the Run Report button

Where would you look to see the line items in a transaction?

The User Line Items tab

When a cardholder enters their information using cardholder-initiated setup, what happens to the account setup after the cardholder has done their part?

The setup goes to the Program Administrator queue to be completed

How will you know if no data is available for a report?

All of the above

Which roles can be involved in cardholder-initiated setup?

All of the above

How can you filter the list of transactions?

Specify search criteria and click the Search button

How can you filter a report to include only transactions in a given week?

Specify the week's date range when I run the report

When you run a report, which output option creates a file you can use in a spreadsheet?

The Excel output option only

Which option do you set up to use if you forget your password?

An authentication question and response, such as the name of my pet or favorite sports team

As part of the transaction approval process, how do you pull back a transaction?

On the transaction list, select the transaction and click the Pull Back button

Where does the statement approval history appear?

The bottom of the Card Account Summary area under Transaction Management

How do you know if a transaction is already approved?

The transaction list displays an Approved status for the transaction

Which format does a statement display in?

A Portable Document Format (PDF) file

In the Account Profile function, where would you view your address?

Account Owner's Information

Which information does a cardholder account profile include?

Account owner information, authorization limits, default accounting code, and account information

What is the best way to return to the previous page?

Click the Back to link at the bottom of the page

How do you return to the Access Online Home page?

Click the Home link

How can you work with multiple orders and transactions at the same time?

Click the Match Multiple Orders to Transactions link

In Transaction Management, how do you match a transaction to an order?

Click the click the Match to Order link on the Match tab

As part of the transaction approval process, how do you approve a transaction?

Click the transaction's Date link, and then type Approved in a Comments tab field

In Payment Plus, how do you create a payment instruction for a supplier who uses a PAL account?

Create the payment instruction and select to use a User Account (PAL Account)

As a cardholder, which step do you need to sure to do for cardholder-initiated setup?

Create my own user ID to use to log in to Access Online

Why use a nickname for your payment accounts?

If I have multiple accounts, I can tell them apart easier

How could you find transactions over $500 that still need approval?

In the search criteria area, select the greater than or equal to symbol, type 500, and select Pending from the Approval Status drop-down list

Where do you find Account Pay?

On my bank statement view

How do you reallocate a transaction among multiple accounting codes?

On the Allocations tab, add another space for a code, and specify another accounting code

After you have approved transactions, how can you determine which transactions you can still pull back?

On the list of transactions, those eligible for pull back have a Pending status

Which of the following statements are true about Account Pay payment history?

Payment history is available only through the web application, not on the mobile app

What extra step does the Program Administrator need to complete before approving a Cardholder Application Portal request?

Set up the hierarchy

When can you change your Access Online password or passphrase

Whenever I like