Commercial Cards, a business unit of Citibank, N.A. and is intended foruse by the clients of its card issuingaffiliates. This publication may not be reprinted without the expresswritten consent of Citibank, N.A.Citibank USA, N.A. issues commercialcards in the U.S. Citibank Canadaissues commercial cards in Canada.MASTERCARD is a registeredtrademark of MasterCard InternationalIncorporated. VISA is a registeredtrademark of Visa U.S.A. and VisaInternational. SKILLCRAFT is aregistered trademark of NationalIndustries for the Blind. CITIBANK,
CITIMANAGER, CITIGROUP and theUmbrella Device are trademarks andservice marks of Citicorp or itsaffiliates and are used and registeredthroughout the world.
Citibank is proud to be here participating in the 5th Annual GSA SmartPay®
Conference. When we think that this is year FIVE, we can not believe that time
has flown by so fast! Much has been accomplished. In the past five years we
have processed over 80,000,000 of your credit card transactions, answered
over 4,400,000 calls, set up more than 1,000,000 card accounts and have
made nearly 1,700,000 changes to your cardholder accounts.
commercial cards
S P E C I A L C O N F E R E N C EE D I T I O N
The new image of theCitiDirect® CardManagement SystemThe CitiDirect® Card Management
System has received a make over.
We have completed many changes
to the look and feel of the system
—— we started by replacing the
black background with white
and switching the left vertical
navigation bar for a horizontal
menu bar in the upper portion
of the screen. Here are a few
highlights making your
navigation easier.
• A link to the CitiManager®
Website is now on the lowerleft corner in the footer ofeach page.
• The first page a user sees is now the CitiDirectHome page rather than the InBox.
• Navigating back to the Home page can be accessedfrom any page by clicking on the “Home” link in theupper right or lower right of the screen.
• Horizontal scroll bars —— in most cases —— have been eliminated.
Release 3.3 is here and we are looking forward to showing
you the updates! We have rolled out an enhanced version of
CitiDirect® Card Management System earlier this month and
while you are here at the 5th Annual GSA SmartPay® Conference
please take the opportunity to join us at one of our hands-on
sessions to learn about all the new features.
Card ManagementNew features and enhancements have been made to
Card Management. We know many of you rely on the
CitiDirect® Card Management System for your account
set ups and changes. We hope these enhancements
will make it easier to do your job.
• A new edit feature eliminates the possibility of accountsbeing assigned to the wrong unit when performinghierarchy moves on existing cardholder accounts.
• Additional search criteria are now available helpingyou pinpoint the accounts you want to see more quickly.
• Navigation improvements making your searchesmore efficient.
Inquiry and InBox Statements• A new indicator titled Approval Indicator is available
signifying a transaction has been reviewed.
• Expanded search criteria facilitating searches thatare more precise.
Inquiry —— Disputes• This has been renamed Dispute Log and additional
search criteria elements have been added.
• Many changes have been made allowing you tocommunicate more effectively with us. Cardholderscan even submit sales draft through the Inbox – Statement – Transaction Detail screen.
ASC Management For those agencies using the Reallocation feature,
there are many new features.
• Enhancements now allow the insert of new sub-fielddefinitions on the ASC Sub-field Definition screenwithout affecting existing business rules.
• Modifications can be made to sub-field definitions,e.g., changes from numeric to alphanumeric, fillcharacter can be changed, etc. The fill character nolonger needs to be the same data type as the sub-field.
• Additional user entitlement groups now allowspecific ASC Management access for FinanceManagers and other Finance Officials.
CitiDirect® Management System
What’s New in Release 3.3
Citibank’s
FiestaParty!Join us for great food and music with lots of room to dance, mingle
and enjoy yourself with other attendees and your friends at Citibank!
The party will have two exciting venues for you to enjoy: an old west
“Home on the Range” theme on the plaza level, and a Mexican Fiesta
“Streets of Laredo” theme on the river level. So bring your ten-gallon
hat, your cowboy boots or your Mexican serape to share the
spirit with Citibank!
• Citibank® PayTM® Card… a Citibank
debit card that accepts electronic
deposits for cardholders. It can be
used for payments for invitational
travel, relocation and travel
reimbursements.
While the five years have breezed by,
our commitment remains strong to continue serving
your organization by moving forward. This year’s
conference gives you the chance to attend sessions
on 23 different topics. There are sessions from those
that have just taken on agency program coordinator
responsibilities and for the seasoned veteran. Our
enhanced version of the ad hoc reporting tool, which
will be even easier and more comprehensive, is
coming soon. Attend one of the hands-on sessions
and you will see a preview. The
CitiDirect® Card Management
System continues to incorporate
your suggestions. Citibank® Online
Statements and payment functions
are another “coming attraction.”
With a few clicks of your mouse,
you will be able to view your Travel
Card statement and send a payment to us.
Thank you for your support and business over the
past five years. We look forward to giving you
excellent service and products for the next five years.
We encourage you to attend and participate in as
many sessions as possible in order to take full
advantage of everything the conference has to offer.
Have a great week!
Looking back,Looking forward continued from first page
River Level of the H.B. Gonzalez Convention Center
Citibank Session Rooms
Citibank Welcome Center
Citibank Technology Demonstration Room
Citibank Hands-on Training Room
It is our pleasure to again have National
Industries for the Blind (NIB) participating
in the Citibank Welcome Center at this
5th Annual GSA SmartPay® Conference.
Visit one-on-one with a representative of
the JWOD Program at our welcome
center to get answers to your specific
program questions. Continue your
learning and join Citibank and NIB for an
in-depth training session on Thursday at 8:00 a.m.
in room 007 —— C & D on the River Level.The Javits-Wagner-O’Day (JWOD) Program is a
unique Federal procurement program that generates
employment and training opportunities for more then
37,000 Americans who are blind or have other severe
disabilities. Despite the passage of the Americans
with disabilities Act (ADA) this group of individuals
is facing an unacceptably high unemployment rate
of over seventy percent. Together our continued
promotion and support of the SKILCRAFT® brand and
the JWOD Program will help to increase employment
opportunities of choice for individuals across
the country.
After the conference to learn more about the
JWOD Program and how NIB can support federal
and military purchase card education, visit
www.nib.org/purchasecard!
Go for the Goldwith JWOD!
Growing and managing your
Purchase Card program with
Citibank and the Javits-Wagner-O’Day Program
(JWOD) has just become a lot easier! Citibank is
offering two unique opportunities for you to get more
information to distribute to your cardholders on best value
SKILCRAFT® and JWOD products, simple
methods for purchasing, and materials
to support your online and classroom
training campaigns.
TechnologyTipDO YOU HAVE A "POP-UP BLOCKER"?
The Internet has become a gold mine for marketers and we have all
experienced the annoying pop-up advertisements during one of our
Internet sessions. There is software that is available that will restrict
these pop-up advertisements from occurring and disrupting your
experience in your various Internet explorations. The design of the
CitiDirect® Card Management System uses pop-up boxes rather than
creating an entirely new screen in the browser. If your desktop has
pop-up blocker software enabled, you will not be successful in navigating
through the various features and functions of the CitiDirect Card
Management System. Please keep this in mind if you experience
difficulty while using the CitiDirect Card Management System.
newsgovernment
Publisher:
Bridgette D. Jennings
Citigroup® Global
Transaction Services
203.975.6087
bridgette.d.jennings
@citigroup.com
www.citimanager.com
commercial cards
At
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eEvent / Session Date Time Location
Citibank’s Fiesta Party Tuesday, August 19th 7:00 pm – 11:00 pm Villita Assembly Hall, 401 Villita StreetAcross S. Alamo Street from theHenry B. Gonzalez ConventionCenter and behind the Hilton Hotel
Citibank Welcome Center Monday, August 18th 1:00 pm – 4:00 pm Room 003 B – on the River LevelTuesday, August 19th 12:00 pm – 5:30 pmWednesday, August 20th 8:00 am – 5:30 pmThursday, August 21st 8:00 am – 1:00 pm
Citibank Technical Monday, August 18th 1:00 pm – 4:00 pm Room 003 A – on the River LevelDemonstration Center Tuesday, August 19th 12:00 pm – 5:30 pm
Wednesday, August 20th 8:00 am – 5:30 pmThursday, August 21st 8:00 am – 1:00 pm
Citibank Roundtables —— Located on the River Level
Travel Card Best Practices Roundtable Wednesday, August 20th 8:00 am – 9:50 am Room 007 – A – D(Double Session)
Purchase Card Best Practices Roundtable Wednesday, August 20th 10:00 am – 11:50 am Room 007 – A – D(Double Session)
Citibank General Sessions —— Located on the River Level
Travel Card Program Management Tuesday, August 19th 1:30 pm – 2:20 pm Room 007 – A & B Thursday, August 21st 8:00 am – 8:50 am
Merchant Acceptance Tuesday, August 19th 1:30 pm – 2:20 pm Room 007 – C & D
Purchase Card Program Tuesday, August 19th 2:30 pm – 3:20 pm Room 007 – A & B Management Thursday, August 21st 11:00 am – 11:50 am
Citibank® PayTM® Debit Card Tuesday, August 19th 2:30 pm – 3:20 pm Room 007 – C & D
Best Practices for Payments Tuesday, August 19th 3:30 pm – 4:20 pm Room 007 – A & B and Collections
Fleet Card Best Practices Tuesday, August 19th 3:30 pm – 4:20 pm Room 007 – C & D
Techniques for Establishing a Tuesday, August 19th 4:30 pm – 5:20 pm Room 007 – A & B Successful Audit Process —— NEW Wednesday, August 20th 3:30 pm – 4:20 pm
Citibank Support: A Training Tuesday, August 19th 4:30 pm – 5:20 pm Room 007 – C & DGuide for the New A/OPC —— NEW Wednesday, August 20th 4:30 pm – 5:20 pm
Disputes: Resolution Without Delay Wednesday, August 20th 1:30 pm – 2:20 pm Room 007 – A & B Thursday, August 21st 9:00 am – 9:50 am
Growing Your Program with Wednesday, August 20th 1:30 pm – 2:20 pm Room 007 – C & D Expanded Use Opportunities —— NEW Thursday, August 21st 11:00 am – 11:50 am
Preventing Fraud and Misuse Wednesday, August 20th 2:30 pm – 4:20 pm Room 007 – C & D in Your Card Program —— EXPANDED (Double Session)
Paper Reporting Wednesday, August 20th 2:30 pm – 3:20 pm Room 007 – A & B
Electronic Reporting Wednesday, August 20th 4:30 pm – 5:20 pm Room 007 – A & B Thursday, August 21st 10:00 am – 10:50 am
National Industries for the Blind Thursday, August 21st 8:00 am – 8:50 am Room 007 – C & D
Citibank and Visa Presentation Thursday, August 21st 9:00 am – 9:50 am Room 007 – C & D
Citibank and MasterCard Thursday, August 21st 10:00 am – 10:50 am Room 007 – C & D Presentation
Citibank Hands-On Training Sessions —— Located on the River Level
CitiDirect® Card Management System, Tuesday, August 19th 1:30 pm – 3:20 pm River Room 001 – A & B Hands-on Training for the New User Wednesday, August 20th 8:00 am – 9:50 am
Wednesday, August 20th 3:30 pm – 5:20 pm(Double Sessions)
CitiDirect® Card Management System, Tuesday, August 19th 3:30 pm – 5:20 pm River Room 001 – A & B Hands-on Training for the Wednesday, August 20th 1:30 pm – 3:20 pm Experienced User Thursday, August 21st 10:00 am – 11:50 am
(Double Sessions)
Citibank® Electronic Reporting System, Wednesday, August 20th 10:00 am – 11:50 am River Room 001 – A & BHands-On Training —— NEW Thursday, August 21st 8:00 am – 9:50 am
(Double Sessions)
CitiDirect® Card Management System, Wednesday, August 20th 6:00 am – 7:50 am River Room 001 – A & BHands-on Training for the Navy Now a Double Session
CitiDirect® Card Management System, Thursday, August 21st 1:30 pm – 3:20 pm River Room 001 – A & BHands-on Training for Veterans Affairs (Double Session)
Citibank® Electronic Reporting System, Thursday, August 21st 3:30 pm – 4:20 pm River Room 001 – A & BHands-On Training —— NEW
CitiDirect® Card Management System, Thursday, August 21st 4:30 pm – 5:20 pm River Room 001 – A & BHands-On Training —— NEW
