Transcript GCMS Global Card Management System

GCMS
Global Card Management System
for Business Contacts
Citibank Global
Management Card System
(GCMS)
https://www.globalmanagement.citidirect.com/sdng/login/login.do
Logging in for the first time
► Resetting PASSWORD
► Reviewing transactions
► Entering Accounts/Cost Centers
► Splitting Transactions
► Printing Expense Report
►
Note: For initial log in, a temporary default password will be
provided when the procurement card is issued.
Logging on for the first time
All fields are all mandatory
All fields are mandatory
Log back in with your updated information
Citibank web page
Password Reset
Password Reset
Password Reset
(a temporary password will be sent to your email)
Accounts Tab
(This shows all the p-card you have access)
Reviewing Transactions
Here are the steps to review your transactions:
Select Financial
(2) Select Account Summary
(3) Search cardholder
(4) Select Reporting Cycle
(5) Select Search
(1)
GCMS will show your transactions for the selected
reporting cycle.
Reviewing Transactions
Select “FINANCIAL” tab and click on “TRANSACTION
SUMMARY”
Select the cardholder
(there are plenty of ways to do your search option)
Select reporting cycle and click on “Search”
Transaction Summary
Entering Accounts / Cost Center
You can keep the Default Cost Center or enter another cost
center. Local P-cards must have local cost centers and State Pcards must have state cost centers. Click “SAVE” to finish.
SPLITTING TRANSACTIONS
Split
You may use multiple cost centers to pay for a single transaction.
SPLIT
Update account code & cost center
Removing SPLIT
Printing Expense Report
Go to “REPORTS” tab and select “Schedule Reports”
Search the cardholder
Select the “EXPENSE REPORT”
Select the COST ALLOCATION SCHEME
Option to Filter
Schedule Report: OPTIONS
Select the REPORTING CYCLE & click SAVE.
(Once completely downloaded, it will be in your inbox)
Expense Report
► If
you are running your expense report before the end
of the billing cycle, you need to specify the dates
► Let
us say, today’s date is 7-29-2011 you need
to select “from date” as 7-4-2011 and the
“to date” as 7-28-2011 and it will download on
your INBOX on today’s date.
Expense Report in your INBOX
Expense Report
► Accounts
Payable (P-Card section)
Contact Information:
 Armand Villacorte
[email protected] 3-5660
 Teresa Mccomb
[email protected]
3-8740