US BANK Web Training (A/O / B/O) 2022 study guide with
complete solution
Processing Hierarchy
controls how the system processes transactions for billing and accounting
7-lvl hierarchy customized for your org. only for reporting
Which high level task on a the navigation bar would you select to create a user profile?
System Admin
A user profile is the same as an account profile?
FALSE
Users can change their own passwords after you set them up?
TRUE
Select all of the correct statements about setting up user profiles.
You can assign accounts to the user
You can make a user profile inactive
xYou can assign the user to the correct processing and reporting hierarchy positions
You can specify the user's contact info.
Which parameters can you specify on a user profile?
xLogin information, processing and reporting hierarchy position, account access,
approval designations, contact information
x Login information, contact information, credit limit, account access, and managing
account assignment
xLogin information, processing hierarchy assignment, credit limit, default accounting
code
Processing and reporting hierarchy position, contact information, default accounting
code, managing account credit limit, approval designations
When you set up a user profile, what purpose does assigning a reporting hierarchy
position serve?
x Ensures the user receive an email notification when his statement is ready
*Ensures the user has the correct contact information
Ensures the user's information rolls up correctly in reports
xEnsures the user has access to her appropriate correct cardholder reports
During user profile setup, when do you make sure the user has access to the correct
functions and tasks in Access Online?
*When I assign a functional entitlement group to the user profile
Managing Account List
You can view and filter a list of managing accounts, then drill down to a list of
associated cardholder accounts.
Card Account List
You can drill to a list of transactions and complete transaction management functions.
Managing Account Lists
To view, select Transaction Management. Then click Managing Account list. Sort the list
by clicking on a column header. Click a link to display additional columns of info. To
, filter the list, open the search criteria. Specify search criteria, such as cycle, status or
processing hierarchy. To view managing account detail, click an account number link.
Cardholder Account
To view a cardholder account, click the account number link. From the Card Account
Summary you can complete transaction mgt tasks.
Cardholder Account Lists
Transaction Management-Click Card Account List. Click a column header to sort the
column. Click a link to display columns of info. To filter the list, open the search criteria.
Specify search. To view a specific cardholder account, click the account number link.
From the Card Account Summary you can complete transaction management tasks.
From a managing account list, which info. can you drill down to?
A list of associated card accounts
Detailed info. about the managing account
You can search and select a processing hierarchy position to filter the managing
account list by.
True
On a card account list, which action can you perform?
Drill down to transaction mgt functions
If you click a managing account number on the managing account list, what information
is available to you?
xA list of managing accounts at the same time as processing hierarchy.
A list of associated card accounts.
On a managing account list, which action can you perform?
Drill down to a list of associated card accounts.
System Admin
You can give users access to the system. Select System Admin. Click User Profiles.
Click Setup a new user. On setup screen, select the user's status. Type the user's
name. Type the user's user ID. Type the user's password 2 times. Users can change
their own passwords later. If the user will approve transactions and/or statements,
select Approval Manager. If the user will approve items in Payment Plus, select the
corresponding approver checkboxes. Select the functional entitlement group to control
which functions the user will have access to. Select an accounting code view to control
which segments the user will have access to.
Assign Accounts
To assign accounts to the user, click Edit (User Profile Summary). Click account search.
Specify search criteria. Click search. Select the account. Click Add. After you have
added all the accounts you want to, click SAVE.
Assign Hierarchy Positions
Processing hierarchy controls how the system processes transactions for billing and
accounting. Reporting hierarchy controls is seven-level hierarchy customized for your
org. only for reporting. Click view/add Processing Hierarchy Positions. Specify search
criteria. Click Search. Select a position. Click Select Position. Click Accept Hierarchy.
click View/Add Reporting hierarchy assignments. Specify search criteria. Click search.
Select reporting hierarchy position. Click select. Click Accept Hierarchy.
Specify Contact Information
complete solution
Processing Hierarchy
controls how the system processes transactions for billing and accounting
7-lvl hierarchy customized for your org. only for reporting
Which high level task on a the navigation bar would you select to create a user profile?
System Admin
A user profile is the same as an account profile?
FALSE
Users can change their own passwords after you set them up?
TRUE
Select all of the correct statements about setting up user profiles.
You can assign accounts to the user
You can make a user profile inactive
xYou can assign the user to the correct processing and reporting hierarchy positions
You can specify the user's contact info.
Which parameters can you specify on a user profile?
xLogin information, processing and reporting hierarchy position, account access,
approval designations, contact information
x Login information, contact information, credit limit, account access, and managing
account assignment
xLogin information, processing hierarchy assignment, credit limit, default accounting
code
Processing and reporting hierarchy position, contact information, default accounting
code, managing account credit limit, approval designations
When you set up a user profile, what purpose does assigning a reporting hierarchy
position serve?
x Ensures the user receive an email notification when his statement is ready
*Ensures the user has the correct contact information
Ensures the user's information rolls up correctly in reports
xEnsures the user has access to her appropriate correct cardholder reports
During user profile setup, when do you make sure the user has access to the correct
functions and tasks in Access Online?
*When I assign a functional entitlement group to the user profile
Managing Account List
You can view and filter a list of managing accounts, then drill down to a list of
associated cardholder accounts.
Card Account List
You can drill to a list of transactions and complete transaction management functions.
Managing Account Lists
To view, select Transaction Management. Then click Managing Account list. Sort the list
by clicking on a column header. Click a link to display additional columns of info. To
, filter the list, open the search criteria. Specify search criteria, such as cycle, status or
processing hierarchy. To view managing account detail, click an account number link.
Cardholder Account
To view a cardholder account, click the account number link. From the Card Account
Summary you can complete transaction mgt tasks.
Cardholder Account Lists
Transaction Management-Click Card Account List. Click a column header to sort the
column. Click a link to display columns of info. To filter the list, open the search criteria.
Specify search. To view a specific cardholder account, click the account number link.
From the Card Account Summary you can complete transaction management tasks.
From a managing account list, which info. can you drill down to?
A list of associated card accounts
Detailed info. about the managing account
You can search and select a processing hierarchy position to filter the managing
account list by.
True
On a card account list, which action can you perform?
Drill down to transaction mgt functions
If you click a managing account number on the managing account list, what information
is available to you?
xA list of managing accounts at the same time as processing hierarchy.
A list of associated card accounts.
On a managing account list, which action can you perform?
Drill down to a list of associated card accounts.
System Admin
You can give users access to the system. Select System Admin. Click User Profiles.
Click Setup a new user. On setup screen, select the user's status. Type the user's
name. Type the user's user ID. Type the user's password 2 times. Users can change
their own passwords later. If the user will approve transactions and/or statements,
select Approval Manager. If the user will approve items in Payment Plus, select the
corresponding approver checkboxes. Select the functional entitlement group to control
which functions the user will have access to. Select an accounting code view to control
which segments the user will have access to.
Assign Accounts
To assign accounts to the user, click Edit (User Profile Summary). Click account search.
Specify search criteria. Click search. Select the account. Click Add. After you have
added all the accounts you want to, click SAVE.
Assign Hierarchy Positions
Processing hierarchy controls how the system processes transactions for billing and
accounting. Reporting hierarchy controls is seven-level hierarchy customized for your
org. only for reporting. Click view/add Processing Hierarchy Positions. Specify search
criteria. Click Search. Select a position. Click Select Position. Click Accept Hierarchy.
click View/Add Reporting hierarchy assignments. Specify search criteria. Click search.
Select reporting hierarchy position. Click select. Click Accept Hierarchy.
Specify Contact Information
