Transcript USPS Access® Online Tips & Tricks Overview  This presentation is designed to provide you with some tips for navigating through Access® Online  If.

USPS Access® Online
Tips & Tricks
Overview
 This presentation is designed to provide you
with some tips for navigating through Access®
Online
 If you ever have questions when using the
system, don’t forget all of the tools we have
available for you!
– Wbt: https://wbt.access.usbank.com
– Walk through the lessons
– Download and view the quick reference guides- we
have over 30 quick reference guides available !
– THD: 1-800-254-9885 option 2
CH Account Setup- Demographics
 Date of Birth
– The date of birth is not required for the USPS.
Please do not enter information into this field.
 Tax Exempt Number
– Your Tax ID number will emboss on all accounts
and will appear in the Organization Name field in
Access Online. The Tax Exempt field here is not
the same. You may reenter your Tax Exempt
number here if you want it to display in reporting,
but it is NOT required.
Cardholder Account Setup-Demographics
 Third Line Embossing
– This information will emboss on the card above the
cardholders name. For Expense and Capitol
Cards, please enter the card type and the Finance
Number. For Vehicle Maintenance please enter
VEHPARTS, and INVPARTS for Inventory Parts,
and RD for Research & Development cards.
 Email Address
– This is required for USPS. Please enter the email
address for your cardholder
CH Account Setup-Demographics
DOB is not required
Tax Exempt is not required in this field for USPS
This will be embossed on card.
For Expense and Capitol Cards, please enter the
card type and the Finance Number. For Vehicle
Maintenance please enter VEHPARTS, and
INVPARTS for Inventory Parts, and RD for
Research & Development cards.
Cardholder Setup-Account Information
 Please remember to enter the company
number
 The USPS Tax ID number will appear in the
Organization Name field under Account
information- please do not change this
information- it is setup to emboss on the cards
– It will take one week from the time you set up a
new CCAO account for the Tax ID default to
appear
– If you have to set up a CH acct immediately,
please contact your AC
Account Setup-Account Information
Remember to enter the Company
Number- this ties it to the CCAO
Account Setup-Account Information
If you would like the card shipped
somewhere other than the CH
address, enter it here. This
replaces the “P4” in Rocky
Reporting Hierarchy will pre-fill, based on agent &
company number. Please verify everything is correct
Cardholder Account-DAC
 Please enter your Finance Number in the first
segment
 In the second segment, please enter a period
“.”
 In the third segment, please enter in the
account type or look it up by clicking on the
magnifying glass.
Account Setup- Default Accounting Code
Account Setup-Authorization Limits
 The Single Purchase Limit, Cycle Limit and
Credit Limit will be required for all USPS
cardholders
 No SPL’s shall be greater than 10,000 unless
a special deviation is received from M.
Martinez
 The cycle limit is a required field, but it should
be the same as the credit limit for the
cardholder
Account Setup- Authorization Limits
 When selecting the MCCG codes for the
account, please remember to always select
both MCCG and MCCGA- there are two codes
for every former MAT code. Both need to be
added to the accounts
 When selecting the MCCG, do not enter any
limits for that MCCG. Just click continue
through the screens
Account Setup-Authorization Limits
The cycle limit should be the same
as the credit limit for the CH
You do not need to enter anything
under cycle transaction or custom
velocity limits
Don’t forget to click on “add a
control” to add the MCCGs to a
cardholder account
Either type in the MCCG
name or click on Search
Either type in the MCCG
name or click on Search
Select the MCCG that you’re
looking for. We’ll use MCCG111
as an example
Once the MCCG is selected,
click on Continue
On this screen
Just click continue
On this screen
Just click continue
On this screen
Just click continue at the
bottom of the screen
Now the MCCG has been
added. Repeat the steps to
add the MCCG with an A at
the end. You need the
complete pair. (For
example, when completed
you could see MCCG288 &
MCCG288A.)
You have completed your Account
Setup! You can always check the
status in the Request Status Queue
Account Maintenance
 You can close and reopen a CH account
 You can now easily move a CH from one
CCAO to another
– When moving a CH remember to reenter the
default account code or the account will show up
on the error report
 You now have an “alternate address” field to
use. If you do not see this on the account,
please contact your AC
Account Maintenance
You can do a
permanent(T9) or
a temporary
closure here(V9)
If you would like the
card shipped
somewhere other
than the CH address,
enter it here. This
replaces the “P4” in
Rocky
Account Maintenance-Move CH
Click here
to move a
Cardholder
Account Maintenance-Move CH Cont.
Choose a new
company number
and verify the new
CCAO name before
clicking continue
Account Maintenance-Move Cont.
Shows Old & new
Processing
And Reporting Hierarchy
Need to re-enter accounting code, or will
cause account to appear on error report
Account Maintenance
 You will still need to submit a CH maintenance
form to update a Cardholders Last Name or to
add or remove a middle initial
 Card reissuance- If there is any maintenance
to an account, including card activation, you
cannot order a replacement card online for 30
days from the date of the maintenance.
 If reorder button is not activated, please
contact Customer service at 1-888 994-6722
Managing Account Setup
 This is similar to the account setup screens
 Cycle limit is required on the MA or CCAO
account. The cycle limit is the same as the old
Rocky office limit. It should be the total of
cardholder limits under that CCAO
 The credit limit should be 3x the cycle limit to
accommodate for a rolling balance
Managing Account Setup(Cont)
 Under Default accounting code, please enter
111111 under Finance number and choose “No
DAC” for the account number
 In SPL please put 10,000. This is a required
field. This will prohibit any CH from going over
10,000 for their SPL
Managing Account Setup
 The CCAO account takes 2 days to complete a full
setup
– Once you have submitted the request, the system will
automatically build a new company number for you and
then assign that company number to the account
– Once that process is complete, you can add cardholders
under that CCAO
– You can always check the status of the request in the
Request Status Queue of Access Online
– This process allows all reporting to be “in synch” with the
background system, so all reports will always reflect the
same information that you see under account inquiry
Managing Account Setup
Managing Account Setup
SPL should be $10,000
Credit Limit should be 3x the
cycle limit. To allow for rolling
balance.
“Acquiring” a Transaction
 If you have difficulty getting to a transaction
and see in the request status queue that is
has been “acquired”, the user who acquired it
must “file for later” so that you can access it
 This prevents two people from maintaining an
account at the same time or overwriting each
other’s maintenance or setup
 The user Id of the acquirer is listed in the
queue
Transaction Authorizations
 To view real time declined transactions
–
–
–
–
–
Go to account information
Go to cardholder account profile
Look up account by number or name
Go to Account Authorizations
There is a quick reference guide titled “Common
Decline Reasons” -this is a great reference tool !
Transaction Authorizations
 To view historical (past) declined transactions
– Go to Reporting
– Go to Program Management
– Under the subheading of Administration, click on
Declined Transaction Authorizations