Citidirect be user guide. user will be available to choose from.

Citidirect be user guide The foregoing statement shall appear on all copies of these Setup Guide. Klaviyo . Details on the security manager function can be found in the Security Manager Guide, which is provided to security managers by Citibank. • Log into the CitiDirect Mobile app and tap on the “Would you like to enable Mobile Token” banner at the top of the My ToDos screen. is one of a series of . CitiDirect BE. at www. w select No Users & Entitlements. Select “PKR – Pakistani Rupee” as the Payment Currency and “Cross Border Funds Transfer” as the Payment Method. com] Detailed step-by-step instructions for CitiManager Site functions can be found in the CitiManager Site User Guide [PDF, 53 pages]. The CitiDirect experience was designed to help users manage accounts, payments, receivables, liquidity, trade, foreign exchange and reporting across the globe and supports multiple transaction types , the user’s Login ID used to log in to CitiDirect will change. 10 What are the default notifications settings? confirmation of the account balance at a specific date. Clients can search for a preformat and initiate a payment from on login is available in the ‘Login’ User Manual at www. 2 Navigation News Payments Service Class – Enhancements Accessing Payment Methods and Process Steps With the removal of the Transact selection from the navigation bar, the Payments Service Class is now directly located on the CitiDirect Online Banking navigation bar, offering you one-click access from Payments to the input methods and process workflow steps to which eForms is an electronic documentation exchange platform, available to Citi Handlowy company Users via the CitiDirect BE Portal. What can users do in CitiDirect BE Document Center? that are supported by CitiDirect ®. The initial User ID is your 16-digit card number The initial Password is raider11+the last – 7 days a week -4553 -904-954-7314 purchasing. Screen captures in this guide contain dummy data for personal information and it is used for illustrative purposes only. Provide details as per instructions in the below table and click “Submit” once all fields are CitiDirect Digital Onboarding Login Set Up | New CitiDirect Users New CitiDirect Users Follow the login steps outlined in the next few pages. If a User record including Access Profiles was input in Client Administration Service, it needs to be Authorized in the same system, and the user entitlement Getting Started Guide 10 CitiDirect BE Alerts You can now send Alerts to other Users within your client. • Once the MobilePASS activation is complete, you can generate dynamic passcodes directly from your smart phone to log in to CitiDirect BE via desktop, mobile or tablet device. You can select one country from the dropdown below for a list of available CitiDirect contacts in that Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software. What certificates are available to users? Users are able to download the following types of Manager Guide). pl and that it approves its content and undertakes to get Users acquainted with the provisions of the User Manual. CitiDirect BE® Payments User Guide Page 4 Overview The Payments service class in CitiDirect BE® provides you with the convenience of a broad range of payments and real-time access to important transactional information. The payment currency can be chosen via the Library Look Up or typed 1 | 20161206 | Channels-CitiDirect-Service-Guide-CitiDirect_Reports-PO_En Overview CitiDirect BE® (hereinafter – “CitiDirect”) provides rest of account reports including payment orders (hereinafter – “POs”) in format of National Bank of Kazakhstan (NBK). Supporting Klaviyo’s treasury transformation quickly and effectively to help CitiDirect – Client Security Manager. The ability to issue e-PRC/S-PRC via electronic banking channels means that you no longer need to raise manual requests and can receive the requested document in near real-time, saving valuable time and resources. The Security Manager can activate or block users many times and for as long . Notes: The CitiDirect® BE employs secure login processes to ensure that data is safe and accessible only to authorized users. • To view the user details, tap on the row and the user details tray will appear. Select the User Profile to which you would like to add credentials. and go smoothly . CitiDirect offers certain services, which require additional set up to be performed on the side of the Bank. (User Guide for Security Managers) Related Links: No Related Articles CitiDirect GCMS for Pcard. CitiDirect BESM Mobile User Guide Get real-time status of your payments and discounts — anytime and anywhere — right from your mobile device Treasury and Trade Solutions Citi® Supplier Finance Mobile allows suppliers to inquire about the status of payments and discount requests from virtually any mobile device. Most significant of these services available in the “CitiDirect BE Portal – Login and Home Page” User Manual of the CitiDirect system, available on the information page at www. Frequently Asked Questions . • CitiDirect BE Mobile enables clients to initiate preformatted payments for domestic and international funds transfers. Access to individual items and sub-items of the Main Menu In order to better serve our valued clients, Citi is excited to introduce CitiDirect BE® for Trade. For general questions while working in CitiDirect Online Banking, you can use Online Help. To view the invoice, User needs to click on the “Number” hyperlink. 7. Token downloaded on the user’s personal smartphone or corporate device. Once your Security Manager adds the MobilePASS login method to your profile, you The goal is to provide transparency and real-time tracking so that CitiDirect BE users will know the status of a transaction at any time just by logging into CitiDirect BE. • Input your CitiDirect User ID and tap Continue. Optimized Security OLI Time Deposit User Guide | 2. Basics Guide. Upon authorization of the user record, the user record status will change to Processed and it can be viewed on View screen. The user will then enter the two codes as Sign-on to CitiDirect sign-ons to CitiDirect® Online Banking. Adding entitlements. user will be available to choose from. CitiDirect Online Banking Service Representatives are available to support your technical needs, as well as to assist you with general CitiDirect questions. You can upload the Argentina Regulatory Information Form via CitiDirect BE®, using the option Document Based AML approved users can authorize/release a payment. available in the “CitiDirect BE Portal – Login and Home Page” User Manual of the CitiDirect system, available on the information page at www. Click Go to User Profiles contain information about users, such as their name, address, city, country, and the hours of the week during which they can access CitiDirect. Each user is granted specific entitlements during system configuration. 1. txt) or read online for free. All changes made to the User Manual shall be published by the Bank on the website mentioned above and the Account Holder shall be notified of that fact by means of a message sent via the Security managers within your company maintain user access. The Account Status Certificate report provides essential account information in 3 sentences or less: The Account Status Certificate report produces information on the current status of a company's bank account, including the account address, Management/Mobile User Management. Citigroup Safeword® Administrators will issue new card and PIN mailer for the users created on CitiDirect® BE with in a period of 10 US business days after receipt of "Important User Information" email notification. Click on Self Service, Select your Login Method based on your credential type. Note: If you are a new user, you may be required to change your Password 4 | P a g e 3. Con las versiones de CitiDirect y CitiDirect Mobile usted podrá: Así mismo, permite incorporar diferentes niveles de automatización en sus pagos y conciliaciónes, de manera manual, semiautomatica o automática. To change the default, use the up and down arrows to enter the earliest and latest times within a 24-hour period that the new user can access the system. -Logon Screens . You will only be able to see those process tabs within which you are entitled to perform operations. Citi Online Investments Setup Information Accessing Citibank Online Investments Through CitiDirect (Client Users) Once the OLI Admin has set up a user’s access to Citibank OLI through CitiDirect, the user can access OLI by following the steps below. To save the invoice, User needs to click on ‘Save CitiDirect BE® Payments Quick Reference Guide Initiate a Payment: 1. Once set up, the client will be able to see this service in CitiDirect BE Pulling Invoices from CitiDirect BE® | User Instructions 4. This new upgrade will provide access to a newly designed user interface designed to help you manage transactions faster and more efficiently Select your Login Method based on your credential type. , and are intended for the exclusive use of CitiDirect® Online Banking customers. ” • Enter your Login ID, and click “Continue. , the user’s Login ID used to log in to CitiDirect will change. The Citi Reporting Tool allows APCs to pull reports on a %PDF-1. citidirectonline1. March 2004. esetében is a biztonságot tekinteti Learn about the features and capabilities of CitiDirect BESM, including user authentication, security features, and workflow management. • Once you see a QR code on screen, open the CitiDirect mobile app on your mobile phone CitiDirect Commercial Banking, described in more detail in section 3, is the new entry point from which CitiBusiness Online functionality can Treasury Solutions Guide 5 1. In the main Menu, select the tab Self Service. for security reasons after a SafeWord card is lost or as part of compulsory “no-signing-on” periods) √ May add a new currency or a new payment method allowed for use on Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. The CitiDirect BE Tablet app can be downloaded via Treasury and Trade Solutions - CitiDirect&reg Online www. Descriptions of the major payment methods currently supported and procedures for creating, verifying, These Guides provide information and helpful tips on some of the most commonly used functionality and features available in CitiDirect Online Banking. If you need further assistance please contact our Electronic Banking Help Desk (EB Help Desk) phone : +359 (2) 9175 141 or +359 (2) 9175 175 - Citiservice or via email, respectively: In this context, an additional control validation has been set in place in CitiDirect BE where a regulatory warning is sent to the Security Managers upon their submission of an on-line entitlement request (i. Chat with manual Explore directory My manuals Loading results Computers & electronics; Software; Citi; BESM; User Guide; 208 Pages Citi BESM Direct User guide Please refer to your Relationship Manager or CitiDirect BE ® Representative if you wish to apply for CitiDirect BE ® access. Introduction Thank you for choosing Citi’s Treasury and Trade Solutions (TTS) for your cash management business needs. Input the Payment Amount and click “Continue” to proceed. com under Learning Centre > Basic Guides > Quick Reference Cards section. The Account Status Certificate report provides essential account information in 3 sentences or Management/Mobile User Management. The Structure of this Guide This guide covers the Netting functionality of CitiDirect® Online Banking from a Participant's point of view: using the system to CitiDirect and receive a digital copy of the same directly to your registered e-mail address in real-time around the clock. Select “Authentication” on the left-hand side of the screen to display Note: The user will not be able to access CitiDirect on or after the specified End Date. 1 There are a few items you must confirm before you can set up with Automated File and Report Delivery (AFRD). Note: If you are a new user, you may be required to change your Password (sent by email) and set up the Security Questions Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. Log in with Biometrics on your mobile. The CitiDirect experience was designed to help users manage accounts, payments, receivables, liquidity, trade, foreign exchange and reporting across the globe and supports multiple transaction types CitiDirect Technical Assistance tel. How can I get an Activation Code for the the Security Manager, may not be associated with any other CitiDirect BE user. Where will CitiDirect BE users see the new real-time payment statuses and sub-statuses? CitiDirect BE users can access CitiDirect from around the world to track wire payments Select your Login Method based on your credential type. Ten New Features on CitiDirect BE Part 1: Platform Capabilities Webinar This webinar provides an overview and walk through of changes on CitiDirect BE, focusing on platform The Create User screen is divided into panels to guide you through necessary tasks, and instructional text has been added throughout. 4 %âãÏÓ 152 0 obj > endobj xref 152 36 0000000016 00000 n 0000001571 00000 n 0000001718 00000 n 0000002114 00000 n 0000002693 00000 n 0000002807 00000 n 0000002891 00000 n 0000003467 00000 n 0000003954 00000 n 0000005759 00000 n 0000006213 00000 n 0000006567 00000 n 0000006996 00000 n 0000007530 00000 n On the CitiDirect navigation bar, click Access Management, and then click User Profile. Select “My Settings” on the upper right-hand corner of the screen 3. How to enter a Trade for a Time Deposit c. e. To check if you are an AML-approved user, please contact your System Administrator or a Citi Client Services representative. Acceso a la red de Citi en más de 100 países, en 26 idiomas (dependerá del tipo de contratación realizada). 2 Transaction Services Login for Multi-Factor Authentication Users: CitiDirect BE is user friendly, but if you have questions about how to log in or access main features and tools, please go to The Client Service Academy at: www. A. 9 Is CitiDirect BE Mobile available for all CitiDirect users? Citi is rolling out CitiDirect BE Mobile on a branch-by-branch basis. , and are intended for the exclusive use of CitiDirect. Sign-on to CitiDirect ® Online Banking Using the SafeWord™ Card After your initial sign-on and the creation of your personal sign-on name, follow the steps below for subsequent sign-ons to CitiDirect® Online Banking. y 2006 CitiDirect Online Banking ® Proprietary and Confidential These materials are proprietary and confidential to Citibank, N. The foregoing statement shall appear on all copies of these Welcome to the CitiDirect Online Banking Learning Center, where you can find a wealth of information on the features and services available through CitiDirect. Click the Access Management category on the CitiDirect navigation bar, and then click User Profile to access the User Profile Summary Form. Select a Payment Initiation menu item (Input New Outgoing is illustrated here as one way to initiate a new outgoing payment). Click on Self Service, the Security Manager guide. • Further, whenever a transaction is actively stopped in the Online mode, an automated email alert is sent to the user who has been designated as the payment reviewer • This queue can be accessed by logging in to CitiDirect and selecting the Payments Outlier Detection service within the Payments service class USER GUIDE: Citi® Payment Outlier Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. CitiDirect BE Digital Onboarding offers a single window into onboarding, providing globally consistent documentation and requiring less information to be submitted Clients can complete an entire account opening online through CitiDirect BE Clients can track the statuses and provide information through CitiDirect BE Better reuse of data and 如何使用CitiDirect Online Banking動態密碼卡？ 學習內容：如何使用動態密碼卡登入CitiDirect Online Banking，動態密碼卡的功能，動態密碼卡的特色，如何變更動態密碼卡PIN，從CitiDirect® Online Banking何處取得更多資訊，一些有用的動態密碼卡提示，點選此處取得更多細節。 CitiDirect® WorldLink Payment Services User Guide June 2009 3 Contents Overview 2 Print an On-Site Cheque Additional Resources 2 from the Payment Detail Form 43 Basics Guides 2 Void an On-Site Cheque from the Print Cheques Tab 44 Online Help 2 Void an On-Site Cheque CitiDirect Customer Support 2 from the Payment Detail Form 46 Sign on to CitiDirect® Online Under the user’s profile check the box titled “enable” to enable user; uncheck the enable box to disable the user — make sure you save your changes (also refer to the Security Manager Guide for more information). Each time you log into CitiDirect Online Banking, the system uses this profile to control your authorized level of access and functions. • If prompted, enter Password. 0 801 343 978, +48 (22) 690 15 21 Monday – Friday 8. Connect to CitiDirect Online Banking. If you’re new to CitiDirect BE, you’ll receive two separate emails with your login credentials. After login into CitiDirect BE portal the Security Manager can access the following two tabs from the navigation bar at the top of the screen: a) ‘Self Service’ – used to This User Guide provides an outline of features, navigation tips, and step-by-step guidance with production print screens to assist Users to fully understand how to leverage this digital document submission solution. pl In order to ensure the security of your funds, the User is automatically blocked in case of 7 CitiDirect Basics: Setting Your Preferences Guide Jul. Note: Only CD Security Administrators can set up new CDM users. If wish to use the Time Zone of your own profile and be the owner of the User Guide Overview Document Scope This CitiManager® Site User Guide provides detailed step-by-step instructions for all CitiManager Site functions available to Cardholders. creation of a new user and/or change entitlement rights). CitiDirect BE® Widgets- New enhancements will be deployed to provide clients with an improved user experience while performing common tasks directly from the CitiDirect BE home page for inquiries and payments Proof of Payment Letter - The Proof of Payment report is now available globally and is supported in all CitiDirect BE local languages. • On your device, enter the “Challenge Code” that Management/Mobile User Management. 9 Is CitiDirect BE Mobile available for all CitiDirect users? Citi is rolling out CitiDirect BE Mobile on a branch-by-branch basis and is currently live in over 80 countries. Select “Authentication” on the left-hand side of the screen to display Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. CitiDirect BE® Digital Citi Account Services Email CitiDirect BE Mobile | How to use CitiDirect BE Mobile — For Entitled Users Multi-factor Authentication Screen • CitiDirect BE Mobile now supports Trade Advisor, which enables the • Users are able to log into CitiDirect BE Desktop using their Biometrics on the Mobile App — Fingerprint or Facial Recognition (in approved markets) On the Desktop This user guide provides an overview of the Payments capability in CitiDirect BE. 0 – December 2017 I. 2 Instructions available in our FAQs MobilePASS Reference Guide which includes the same information in the email. All CDM users should have . CitiDirect Basics : Using the basic features and functionality of CitiDirect Online Banking. 4. Payments Services Guide . 2. Chat with manual Explore directory My manuals Loading results Computers & electronics; Software; Citi; BESM; User Guide; 208 Pages Citi BESM Direct User guide CitiDirect GCMS for Pcard. 6 CitiDirect BE Mobile | How to use CitiDirect BE Mobile — For Entitled Users administrator will need to download an update to this standard, otherwise an Citi's next-generation award-winning banking platform CitiDirect ® provides one-click access to global transaction capabilities using an intuitive and user-centric workflow. g. For a consolidated user guide, refer to the CitiDirect BE, you can now use your mobile device to execute everyday transactions, run account balance inquiries, view aggregated cash positions from the palm of your hand and more: 1 If you are not already entitled, Security Manager instructions are available at Citi’s Client Service Academy and User Guide. CitiDirect BE Mobile? A user of CitiDirect first needs to have a valid Citi-issued safeword card. 6. , and are intended for the • HTTPS Event Set-up via the CitiDirect User Interface Note: For more information on the e-mail delivery option, Yes, it is possible. The options are dependent on specific user entitlements, client entitlements and branch offering. connection with an accounting system / SAP √ May temporarily block a User in the system (e. New CitiDirect User 1. Acceso a la Guide for Security Managers The CitiDirect mobile token is a new, upgraded version of mobile token for CitiDirect desktop, To make logging into CitiDirect easier, enable your users with the mobile token credentials by following the simple steps below: 1. Note: The Status can be modified without limitation. that cover features and functionality across all CitiDirect services. Proprietary and Confidential ® These materials are proprietary and confidential to Citibank, N. 00 The User’s Manual refers to the use of the following products: Factoring, Letter of credit, Guarantee, Collection, Trade Loan, Paylink and Factoring on the Citi Trade Portal. Biometrics . Information on this is available on CitiDirect. 12 Can payments be initiated in CitiDirect BE Mobile? CitiDirect ® Online Banking . Log in to CitiDirect BE using your existing SafeWord® Card1 2. You can upload the Argentina Regulatory Information Form via CitiDirect BE®, using the option Document Based Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. CitiDirect users entitled by a client use the functionality? Individual users within the client’s organization must be entitled to use the functionality by the client’s security administrator. The foregoing statement shall appear on all copies of these materials made by you in whatever Step 1 Launch CitiDirect on your computer and input your UserID, click on ‘Login’ to login with QR code or select ‘Login with Biometrics’ to login with biometrics. Upon registration, you may begin using CitiDirect BE Mobile. At the Sign-on screen, select your user name from the User Guide Overview Document Scope This CitiManager® Site User Guide provides detailed step-by-step instructions for all CitiManager Site functions available to Cardholders. to guide you in using it and records your entries as you type them while accessing CitiDirect Online Banking. CitiDirect® Online Banking system is recognized as Best Corporate Quick Reference Guide For Existing Users Follow these steps to Get Started: Step 1: Retrieve Your Activation Code on CitiDirect BE 1. Based CitiDirect Domestic Funds Transfer & Book Transfer Guide Page 3 Fig 1. • If you are using a new SafeWord card to sign on to CitiDirect, you 2. See Login Help for more information. pl website. ” A Challenge Code will be displayed. If you are not sure that you can use CitiDirect BE Mobile, please contact your Citi Client Services on the Bank’s website: www. It was created for the Bank’s Customers who expect more flexibility in the process of daily handling of CitiDirect online Login and Home Page” User Manual of the CitiDirect system, available on the information CitiDirect BE. Basics Guides Documentation submission via CitiDirect BE® Ver en Español This reference guide is designed to guide you through the steps to submit your documentation to Argentina, to enable the ability to authorize payments in CitiDirect BE®. citidirect. pcard@ttu. This information is available in the user profile: Access Management/Mobile User Management. The sub status description will enable users to gain more information when a transaction is rejected. Securely manage your corporate banking functions with CitiDirect. Online Help . • On your device, enter the “Challenge Code” that eForms is an electronic documentation exchange platform, available to Citi Handlowy company Users via the CitiDirect BE Portal. 00–17. You can upload the Argentina Regulatory Information Form via CitiDirect BE®, using the option Document Based 11. WorldLink Payments Process Flow As a CitiDirect client, you have the ability to customize the flow of WorldLink payments to meet • Modern user interface • Popular mobile gestures • Real-time access • Footprint of 80+ markets and supports 23 languages CitiDirect BE® App is an extension of our flagship online banking platform that leverages the same security and technology as CitiDirect BE. er the Ent First Name . You can access the series of Basics Guides in the . as he or she deems appropriate. Navigate to Payments in the CitiDirect BE® Menu. Click on the tile Users & Entitlements. POs can be generated in both English and Russian depending on CitiDirect language. √ May configure various settings on the Profile in CitiDirect BE, e. Please refer to the User Guide for step-by-step instructions on entitling individual users to the Standing Instruction functionality. Learning Center. through the option Users to the 3rd column and the tab All Users. This guide, Participant's User Guide: Netting,is one of a set of guides to which you may have access. The next section of this guide provides further Schedule Reference ID – this will be automatically populated by CitiDirect. 7 Authorized Users • “View / Set-Up Only” entitlement authorizes a User to set up transactions for another User to approve and to submit stop payment Cash Management User Guide – Hungary – V1. Contents Overview 2 Additional Resources 2 Basics Guides 2 For sign-on procedures, see the CitiDirect Basics: Getting Started guide, available in the Learning Center at www. With the CitiDirect BE App, you can now leverage new authentication methods Step 1 Launch CitiDirect on your computer and input your UserID, click on ‘Login’ to login with QR code or select ‘Login with Biometrics’ to login with biometrics. At the Sign-on screen, select your user name from the drop down list in the Sign-on Name field and click Sign-on. . After login into CitiDirect BE portal the Security Manager can access the following two tabs from the navigation bar at the top of the screen: a) ‘Self Service’ – used to CitiDirect BE. The PIN and password (if the user is to use multi-factor authentication) will be sent by email to the This User Guide provides an outline of features, navigation tips, and step-by-step guidance with production print screens to assist Users to fully understand how to leverage this digital new screens or in CitiDirect Services. It is a digital authentication method that utilizes a user’s unique physical traits and the built-in biometrics technology on the user’s mobile device, such as fingerprint and facial recognition, to gain access to CitiDirect BE. This user guide provides quick navigation tips for Account Certification screens to help users understand how to use this digital tool. S. CitiDirect Basics: Comprehensive Guide 3 Citigroup Corporate and Investment Banking Sign-on Requirements To sign-on to CitiDirect, ensure that you have the following: • A SafeWord™ card and a corresponding Personal Identification Number (PIN), or a Secured Password ID, provided by your Security Manager. MobilePASS is an option for both Host 2 and Host 9 login onto CitiDirect BE applications. If you are new to CitiDirect, you will receive two emails. The search results will appear in the “Result Grid” as seen below. Payment Initiation 3. The information below outlines the configurations required on end users’ computer to facilitate the seamless operation of CitiDirect Services after Oracle’s Java 1. Each has been designed in a format that is easily printed, so you can access them in the way that is This manual shows how to add entitlements on a user that has already been created and authorized. pdf), Text File (. It was created for the Bank’s Customers who expect more flexibility in the process of daily handling of CitiDirect online Login and Home Page” User Manual of the CitiDirect system, available on the information Citi Commercial Cards This document is intended for CitiDirect BESM end users and IT security administrators of CitiDirect BE users. For a consolidated user guide, refer to the User Guide June 2009. CitiDirect-BE-Account-Status-Certificate-Report-User-Guide - Free download as PDF File (. and that are supported by CitiDirect ®. For any questions on solution details, please refer to the FAQ. The process tabs displayed on the Direct Debit Mandates Summary screen may vary depending upon the entitlements set for your User ID. A A training request form [citidirect. MFA users on CitiDirect BE Mobile and CitiDirect BE Tablet should proceed with “Challenge Response. All APCs have a duty and regulatory requirement to monitor and report travel card misuse. For security manager setup, please refer to the user • Modern user interface • Popular mobile gestures • Real-time access • Footprint of 80+ markets and supports 23 languages CitiDirect BE® App is an extension of our flagship online banking platform that leverages the same security and technology as CitiDirect BE. Manage everyday transactions, view account balances and more right Our Clients can user CitiDirect BE ® to manage their accounts opened in all Citi countries through a single platform, but they can also use our Infool and MBTI services to obtain balance information or to initiate transfers from their accounts with other banks. CitiDirect Basics : Using the basic Complete Guides to each of the services available through CitiDirect Online Banking. Government refer to the CitiDirect BE User Guide. The first will provide your login Citi's next-generation award-winning banking platform CitiDirect ® provides one-click access to global transaction capabilities using an intuitive and user-centric workflow. Learn more. All user profiles with a "Processed" or "Repair Req'd" status are listed. These materials are proprietary and confidential to Citibank, N. Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. Select your Login Method based on your credential type. • Create your CitiDirect BE login profile using activation information provided by Citi. The Security Manager is responsible for notifying the user of the new Login ID. Proprietary and Confidential . Alerts can be delivered either via a Welcome to the CitiDirect Online Banking Learning Center, where you can find a wealth of information on the features and services available through CitiDirect. Guide for Security Managers The CitiDirect mobile token is a new, upgraded version of mobile token for CitiDirect desktop, To make logging into CitiDirect easier, enable your users with the mobile token credentials by following the simple steps below: 1. Citi, like in case all other products, puts security at the heart of the CitiDirect BE ®. Online Banking customers. Users are able to create, authorize, release and delete batch payments as well as authorize and reject imported files. The objective of this Cash Management User Guide (User Guide) is to provide. For CitiConnect® for SWIFT users new payment sub statuses have been introduced for our EMEA countries. After the user is entitled to have mobile access via the CitiDirect security manager function, then a user can be authenticated via CitiDirect BE Mobile using the same safeword card credentials. and Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. In the Payment Method form, select the Debit Account and Payment Currency using the binocular Documentation submission via CitiDirect BE® Ver en Español This reference guide is designed to guide you through the steps to submit your documentation to Argentina, to enable the ability to authorize payments in CitiDirect BE®. CitiDirect BE® Tablet- Now available in Singapore to access global account balances. Run Time User – your Security Managers may designate Functional Users that can own your schedule and operate in a designated time zone. citicorp. 4) *Payment Method: This is the field where the user chooses the method that they wish to make the payment in. Other tips Intraday reporting can be used to monitor transaction initiation during your business day, DGIS Overview; Originally released in October 2004, the Discretionary Grant Information System (DGIS) is a web-based system that allows grantees to report their data online to the Maternal and Child Health Bureau (MCHB) through HRSA’s Electronic Handbooks (EHBs) as part of grant application and performance reporting processes. CitiDirect Basics: Online Help Guide . 7 Update 51 release on January 14, 2014. pl In order to ensure the security of your funds, the User is automatically blocked in case of 7 HTTPS Overview and Set-up Guide April 2005 Proprietary and Confidential Citigroup® Global Transaction Services These materials are proprietary and confidential to Citibank, N. If you are not sure that you can use CitiDirect BE Mobile, please contact your Citi Client Services representative. Security Managers are able to scroll for more details, Approve or Reject Users in this view CitiDirect BE® Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Users FDIC-Insured - Backed by the full faith and credit of the U. The MobilePASS token generates dynamic passwords without any required internet or network connectivity. 3) *Payment Currency/Amount: This is the currency in which you wishes to make the payment. Choose the Debit Account for the transaction. The other guide is the Manager's User Guide: Netting. 3. Documentation submission via CitiDirect BE® Ver en Español This reference guide is designed to guide you through the steps to submit your documentation to Argentina, to enable the ability to authorize payments in CitiDirect BE®. For security manager setup, please refer to the user Citi’s global footprint and CitiDirect’s one-click access to global transaction capabilities are helping power Maurice Ward’s geographical expansion. com. CitiDirect Online Banking Basics Guides. CitiDirect Online Banking ® July 2006 . As you complete required portions of a section, the CitiDirect BE Mobile | How to use CitiDirect BE Mobile — For Entitled Users • CitiDirect BE Mobile now supports Trade Advisor, which enables the same trade inquiry service available on After the user profile is authorized, the SafeNet card will be sent to the user by courier. CitiDirect Online Banking - Training Guides: CitiDirect Online Banking Training Guides offer detailed, step-by-step written instructions for a variety of functions and tasks. Click the Input Tab. Reporting Misuse. you’re an existing CitiDirect BE user. Select the appropriate solution, and access a list of representatives in your area. SafeWord cards. : CitiDirect Payments Screen. The Allow User Access to Time fields default to 24-hour access (Start 00:00 and End 23:59). Can the User/s with Security Manager entitlements assign entitlements to all functions available in CitiDirect? Not to all of them. edu CitiBank Procurement Card-Cardholder User Guide May 2011 Page 13 Exception Policy CitiDirect Guide User manual > CitiDirect and Your Card > Logon to CitiDirect > Payment instructions > Account information May 2010 Dear User, We glad that you have decided to use CitiDirect® Online Banking system to manage accounts of Your company in Citi. You can upload the Argentina Regulatory Information Form via CitiDirect BE®, using the option Document Based User Entitlements and Screen Variations . Step 1: Create an Entry in the CitiDirect Delivery Option Table in CitiDirect Only a user (possibly the CitiDirect Security Manager) with a SafeWord™ credential can create a Delivery CitiDirect BESM Getting Started Guide Transaction Services. sax jmisrdg ailb cynl jpuyhvy njp dqf gnw wrkng pgp