Citidirect be user guide. Navigate to Payments in the CitiDirect BE® Menu.

Citidirect be user guide 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. Learn about the features and capabilities of CitiDirect BESM, including user authentication, security features, and workflow management. AML approved users can authorize/release a payment. Getting Started 2. • 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. CitiDirect Basics: Online Help Guide . Treasury and Trade Solutions - CitiDirect&reg Online www. Upon login, select “Self Service” and under Client Administration Service, select User & Entitlements – New. Each time you log into CitiDirect Online Banking, the system uses this profile to control your authorized level of access and functions. 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. Because of the diverse needs of our clients, two different interfaces have been designed. 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. Under Users & Entitlements, click Users, then All Users. 0 - Junio 2022 3 | P a g e I. CitiDirect Online Banking is a service that allows you to make payments, and manage your finances online. com 2. Management/Mobile User Management. com. The information below outlines the configurations required on end users’ computer to facilitate the seamless operation of CitiDirect Services after Oracle’s Java 1. You can upload the Argentina Regulatory Information Form via CitiDirect BE®, using the option Document Based experience as convenient as possible. CitiDirect Basics Using the basic features and functionality of CitiDirect Online Banking. CitiDirect Online Banking ® July 2006 . A. Click on To Submit/Modify/Repair. March 2004. • On your device, enter the “Challenge Code” that appears on the CitiDirect BE Login Page into the CitiDirect BE® Payments Quick Reference Guide Initiate a Payment: 1. Once the user clicks on Print, popup will be displayed as below for user to select the format as shown below. 7 Update 51 release on January 14, 2014. CitiDirect Authentication Methods Biometrics A digital authentication method that utilizes a user’s unique physical traits, (such as a fingerprint and facial recognition), built-in biometric technology on the user’s mobile device, and cryptographic techniques to gain access to CitiDirect. CitiDirect-BE-Account-Status-Certificate-Report-User-Guide - Free download as PDF File (. Screen captures in this guide contain dummy data for personal information and it is used for illustrative purposes only. Section II – User entitlements: Note: All users mentioned will have access to the accounts in Section 1. This user guide provides quick navigation tips for Account Certification screens to help users understand how to use this digital tool. 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. CitiDirect Online Banking Basics Guides. Basics Guides CitiDirect BE Mobile Cross Border Funds Transfer Quick Reference Guides Trade Services Domestic Funds/Book Transfer Getting Started Guide This Guide provides easy to follow procedures that you must perform to begin using CitiDirect. 0 801 258 369 infotrade@citi. 1. 7. 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. pl In order to ensure the security of your funds, the User is automatically blocked in case of 7 incorrect login attempts and/ or after 12 months from: CitiDirect BE Mobile? A user of CitiDirect first needs to have a valid Citi-issued safeword card. For more details, please refer to the CitiDirect BE User Guide. What can users do in CitiDirect BE Document Center? CitiDirect BE Security Management Screen Redesign | Getting Started Guide 6 Create User Entitlement Association User Entitlement Association has been redesigned to make it easier to grant or remove entitlements from many users at once. Client This user guide provides an overview of the Payments capability in CitiDirect BE. What can users do in CitiDirect BE Document Center? Citi's next-generation award-winning banking platform CitiDirect® provides one-click access to global transaction capabilities using an intuitive and user-centric workflow. 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 CitiDirect Online (CDOL). Select the Import action you would like to perform. 9 Is CitiDirect BE Mobile available for all CitiDirect users? Citi is rolling out CitiDirect BE Mobile on a branch-by-branch basis. These materials are proprietary and confidential to Citibank, N. 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. Biometrics . Payments Services Guide . Proprietary and Confidential ® These materials are proprietary and confidential to Citibank, N. A • 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. Why should I try it? Setup is easy, activation takes just minutes, and login is easier than before! 3. With the CitiDirect BE App, you can now leverage new authentication methods Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. that are supported by CitiDirect ®. 2. Enter the combined activation code from step 1 into the User Password field **** 4 My Token 1 4. You will only be able to see those process tabs within which you are entitled to perform operations. Login to CitiDirect at https://portal. Navigation News One-click Access from the CitiDirect Left Navigation Bar to Frequently Used Services 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. Click New. MobilePASS is an option for both Host 2 and Host 9 login onto CitiDirect BE applications. 10 What are the default notifications settings? 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 “User & Entitlements - New” screen will be displayed. Security Manager 1 1. The foregoing statement shall appear Document Based Requests in CitiDirect BE® Ver en Español This reference guide provides the steps to configure the entitlement to access the upload option in CitiDirect BE® Document Based Requests to users. Select "A different user" if your Login ID is not available in the dropdown. • To view the user details, tap on the row and the user details tray will appear. If wish to use the Time Zone of your own profile and be the owner of the schedule leave this option blank. CitiDirect® Mobile Token Overview Frequently Asked Questions 1. If you are not sure that you can use CitiDirect BE Mobile, please contact your Citi Client Services • Create your CitiDirect BE login profile using activation information provided by Citi. 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. You can upload the Argentina Regulatory Information Form via CitiDirect BE®, using the option Document Based 6 | P a g e Additional notes • Beneficiary Names should be the exact same as per the list provided by the Digital Client Support team. Enter or select your Login ID. To select multiple users, drag the cursor down sequential lines or hold the CTRL key as you click Basics Guide. CitiDirect Online Banking - Training Guides CitiDirect Online Banking Training Guides offer detailed, step-by-step written instructions for a variety of functions and tasks. Navigate to Payments in the CitiDirect BE® Menu. You may change some of the information shown. Only an authenticated combination of your User ID and Secure Password or the password ge 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). Access Profile — Onboarding: 1. Proprietary and Confidential . 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 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. What are the benefits of a MobilePASS? MobilePASS allows for a more convenient way to log in to CitiDirect BE: • enhanced user experience using the mobile device • strong security on login This document is intended for CitiDirect BESM end users and IT security administrators of CitiDirect BE users. Modify an Import Template ii. In this Guide, Citi and Bank may be used interchangeably. What is CitiDirect® mobile token? This is a new login credential available on the CitiDirect mobile app that enables users to login to CitiDirect® desktop, mobile and tablet. If you are new to CitiDirect, you will receive two emails. Introduction Thank you for choosing Citi’s Treasury and Trade Solutions (TTS) for your cash management business needs. 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. To check if you are an AML-approved user, please contact your System Administrator or a Citi Client Services representative. For any questions on solution details, please refer to the FAQ. is one of a series of . By downloading the CitiDirect BE ® application, users can access the application via their own smartphone using fingerprint or face recognition technology, which gives them a faster, easier and more secure user experience. Upon registration, you may begin using CitiDirect BE Mobile. Pulling Invoices from CitiDirect BE® | User Instructions 5. Cross Border Funds Transfer Guide This Guide describes the Payment Details form and fields used for all Cross Border Funds Transfers. See Login Help for more information. The sub status description will enable users to gain more information when a transaction is rejected. g. Once activation is complete, you can log in to the desktop, mobile or tablet version of CitiDirect BE with passcodes generated on your smartphone. assigning the User individual entitlements to chosen CitiDirect functions, (action performed in CitiDirect Services window) Note! The CitiDirect Basics Guides provide an overview of CitiDirect, including installation, sign-on procedures, basic navigation, and procedures for customizing the CitiDirect navigation bar and summary forms, specifying your global user preferences, running reports and submitting inquiries. 한국 씨티은행은 이 웹사이트에 방문한 고객의 원활한 서비스 경험을 위해 쿠키정보를 사용합니다. 6. Payment Initiation 3. Global Service Group and CitiDirect Services User Groups will be pre-selected for CitiDirect users. The objective of this Cash Management User Guide (Guide) is to provide you with a That’s why we have created a new biometric entry option for our CitiDirect BE ® system. • For 1Bill payments, input the biller prefix followed by the PSID/ADCID/Account number corresponding to the 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. you’re an existing CitiDirect BE user. Click the Input Tab. Note: If you are a new user, you may be required to change your Password (sent by email) and set up the Security Questions Welcome to the CitiDirect Online Banking Learning Center, where you can find a wealth of information on the features and services available through CitiDirect. A Select a User dialog box appears. 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 enhancements and CitiDirect BE Reports and Inquiries. com CitiDirect Technical Assistance tel. citidirectonline1. Manage everyday transactions, view account balances and more right The objective of this Cash Management User Guide (Guide) is to provide Customers with a manual containing detailed information of Services available to Customers and is to be read together with your Account terms and conditions. The first will provide your login ID and the second will include a temporary password. creating the User in the CitiDirect BE portal 2. confirmation of the account balance at a specific date. In the main Menu, select the tab Self Service. Select the user account that has been disabled, and click The User Entitlements Summary Form appears. Cash Management User Guide; Universal Onboarding Form available through CitiDirect BE® Digital Onboarding as well as offline; As of November 11, 2022, these new standards are live in 90 markets replacing the legacy documentation. Treasury and Trade Solutions Citi . For security manager setup, please refer to the user Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. B. You can upload the Argentina Regulatory Information Form via CitiDirect BE®, using the option Document Based Authorizers required Note: A user with Input and Authorization entitlements cannot perform input and authorization of the same payment. Once your Security Manager adds the MobilePASS login method to your profile, you Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. e. pdf), Text File (. OLI Time Deposit User Guide | 2. • On your device, enter the “Challenge Code” that appears on the CitiDirect BE Login Page into the CitiDirect and receive a digital copy of the same directly to your registered e-mail address in real-time around the clock. 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. 12 Can payments be initiated in CitiDirect BE Mobile? When setting up users for CitiDirect BES Mobile you will need to follow the below steps:. txt) or read online for free. Account roles for each user will be defined as per the below entitlement Login ID existing users only Access Profile. 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®. Descriptions of the major payment methods currently supported and procedures for creating, verifying, authorizing, modifying, deleting, authorizing, repairing and releasing payments for processing are presented. 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. Search for the Import Template you would like to Modify. com Our Web Site contains FAQs, which address both the use of the application and the Web site. Click on the tile Users & Entitlements. Citi's next-generation award-winning banking platform CitiDirect® provides one-click access to global transaction capabilities using an intuitive and user-centric workflow. Navigation News introduces you to these CitiDirect updates. Run (within Import Transactions) 3. www. How long will it take for a transaction to appear on my phone once it has been entered into CitiDirect? CitiDirect BE Mobile is just a new user interface for the CitiDirect Online Banking In order to better serve our valued clients, Citi is excited to introduce CitiDirect BE® for Trade. User Guide Overview Document Scope This CitiManager® Site User Guide provides detailed step-by-step instructions for all CitiManager Site functions available to Cardholders. Online Help 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. Select “My Settings” on the upper right-hand corner of the screen 3. Choose a 4-digit PIN, to be used when launching the MobilePASS app Step 4: Use your MobilePASS to Log in to CitiDirect BE • Go to https://portal. This Guide may be updated from time to time and any change For CitiConnect® for SWIFT users new payment sub statuses have been introduced for our EMEA countries. Citi Commercial Cards CitiDirect BE® Security Management Quick Reference Guide Creating New Users for Your Company 1. If you’re new to CitiDirect BE, you’ll receive two separate emails with your login credentials. What certificates are available to users? Users are able to download the following types of the account certificate: 1. Log in to CitiDirect BE using your existing SafeWord® Card1 2. that cover features and functionality across all CitiDirect services. You can make domestic and cross-border funds transfers, internal Revenue transfers, social security transfers, postal funds transfers, SEPA transfers, and TARGET2 transfers. This information is available in the user profile: Access Management/Mobile User Management. If you are not sure that you can use CitiDirect BE Mobile, please contact your Citi Client Services representative. Click the Access Management category on the CitiDirect navigation bar, and then click User Profile to access the User Profile Summary Form. The CitiDirect BE Tablet app can be downloaded via User Guide Overview Document Scope This CitiManager® Site User Guide provides detailed step-by-step instructions for all CitiManager Site functions available to Cardholders. Users are able to create, authorize, release and delete batch payments as well as authorize and reject imported files. Optimized Security available in the “CitiDirect BE Portal – Login and Home Page” User Manual of the CitiDirect system, available on the information page at www. Information on this is available on CitiDirect. CitiDirect BE® File CitiDirect BE. 00 Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. Manage your privacy preferences for CitiDirect services. Physical trait data is Token downloaded on the user’s personal smartphone or corporate device. 4. New CitiDirect User 1. 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. Both Cash and Trade functions are supported on CitiDirect BESM, however, this user guide only covers the Trade functionality. This new upgrade will provide access to a newly designed user interface designed to help you manage transactions faster and more efficiently available in the “CitiDirect BE Portal – Login and Home Page” User Manual of the CitiDirect system, available on the information page at www. The foregoing statement shall appear on all copies of these materials made by you in whatever 1. 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 foregoing statement shall appear on all copies of these Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. Connect to CitiDirect Online Banking. Locate the user to whom you want to assign access profiles. Create your CitiDirect BE MobilePASS login profile using activation information provided by Citi. For general questions while working in CitiDirect Online Banking, you can use Online Help. Clients can search for a preformat and initiate a payment from CitiDirect BE. CitiDirect BESM Reports User Guide CitiDirect BESM Inquiries User Guide . Logging In 3. at www. w select No Users & Entitlements. Login and select ‘Users & Entitlements – New’ from the Self-Service Menu. 00–17. Schedule Reference ID – this will be automatically populated by CitiDirect. The process tabs displayed on the Direct Debit Mandates Summary screen may vary depending upon the entitlements set for your User ID. citidirect. • 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 CitiDirect BE Mobile User Guide A mobile browser based application that allows clients to view and authorize payments remotely using a mobile device. , and are intended for the exclusive use of CitiDirect® Online Banking customers. POs can be generated in both English and Russian depending on CitiDirect language. For a consolidated user guide, refer to the • 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 CitiDirect BE. Navigate to File Services in the CitiDirect BE Menu. ” A Challenge Code will be displayed. User has the option to print the invoice by clicking on the “Print” option available in the top right corner of the page. The CitiDirect experience was designed to help users manage accounts, payments, receivables, liquidity, trade, foreign exchange and reporting across the globe and supports 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. Online Banking customers. For a consolidated user guide, refer to the CitiBank Procurement Card-Cardholder User Guide May 2011 My Profile Click on My Profile tab or icon on Home Page Your profile contains the information and settings set up for the user. ” • Enter your Login ID, and click “Continue. pl In order to ensure the security of your funds, the User is automatically blocked in case of 7 incorrect login attempts and/ or after 12 months from: Thanks to CitiDirect BE Mobile, every CitiDirect BE user - anywhere and at any time on smartphone or tablet – may have an access to the most essential functions of the system, such as: payment authorization, real time access to account balance information and transaction history on company’s accounts. Please refer to the User Guide for step-by-step instructions on entitling individual users to the Standing Instruction functionality. CitiDirect® Online Banking Domestic Funds Transfer and Book Transfer Guide May 2005 Citigroup® Global Transaction Services Proprietary and Confidential These materials are proprietary and confidential to Citibank, N. pl In order to ensure the security of your funds, the User is automatically blocked in case of 7 incorrect login attempts and/ or after 12 months from: Securely access your Citi accounts and manage transactions with CitiDirect BE. 2 Instructions available in our FAQs 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. , and are intended for the exclusive use of CitiDirect. Each company has at least 2 Security Managers. The MobilePASS token generates dynamic passwords without any required internet or network connectivity. pl In order to ensure the security of your funds, the User is automatically blocked in case of 7 incorrect login attempts and/ or after 12 months from: to both Create User and Create User Group Association. CitiDirect BE. According to Argentina's regulations, users with payment approval ability in CitiDirect BE are considered as persons 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. granting the User access to the CitiDirect application, (action performed in the CitiDirect BE portal) 3. You can upload the Argentina Regulatory Information Form via CitiDirect BE®, using the option Document Based Yes, it is possible. At the Sign-on screen, select your user name from the Welcome to the CitiDirect Online Banking Learning Center, where you can find a wealth of information on the features and services available through CitiDirect. Details on the security manager function can be found in the Security Manager Guide, which is provided to security managers by Citibank. 6 | P a g e Additional notes • Beneficiary Names should be the exact same as per the list provided by the Digital Client Support team. through the option Users to the 3rd column and the tab All Users. User Entitlements and Screen Variations . Select a Payment Initiation menu item (Input New Outgoing is illustrated here as one way to initiate a new outgoing payment). The CitiDirect experience was designed to help users manage accounts, payments, receivables, liquidity, trade, foreign exchange and reporting across the globe and supports CitiDirect® Mobile Token Overview Frequently Asked Questions 1. This manual shows how to add entitlements on a user that has already been created and authorized. 3. 인터넷 뱅킹을 계속함으로써, 당행의 개인정보 정책과 쿠키정보 사용에 대해 동의하게 됩니다. Steps to Enable/Disable CitiDirect Mobile Access for Selected Users To be able to enable/disable CitiDirect Mobile Access for selected user, “Allow Mobile Access” must first be enabled in “Client Preferences” (see point A above). In order to login, along with your User ID, you also need a Secure Password or a Safeword® Card that generates dynamic passwords or a Digital Certificate. available in the “CitiDirect BE Portal – Login and Home Page” User Manual of the CitiDirect system, available on the information page at www. CitiDirect Basics: Comprehensive Guide 2 Citigroup Corporate and Investment Banking CitiDirect Customer Support In addition to Online Help, the CitiDirect Customer Support resources described below are available to you. 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. Security managers within your company maintain user access. Learning Center. 0 801 343 978, +48 (22) 690 15 21 Monday – Friday 8. Welcome to the CitiDirect Online Banking Learning Center, where you can find a wealth of information on the features and services available through CitiDirect. The CitiDirect experience was designed to help users manage accounts, payments, receivables, liquidity, trade, foreign exchange and reporting across the globe and supports Management/Mobile User Management. When completed, click on CitiDirect Digital Onboarding Login Set Up | New CitiDirect Users New CitiDirect Users Follow the login steps outlined in the next few pages. How to enter a Trade for a Time Deposit c. Select “Authentication” on the left-hand side of the screen to display 3. The CitiDirect® BE employs secure login processes to ensure that data is safe and accessible only to authorized users. • For 1Bill payments, input the biller prefix followed by the PSID/ADCID/Account number corresponding to the Authorized transaction(s) can only be viewed on the CitiDirect Online Banking application similar to a payment that was authorized on the online portal. Clicking User Information allows you to change User Name, E Quick Reference Guide For Existing Users Follow these steps to Get Started: Step 1: Retrieve Your Activation Code on CitiDirect BE 1. and go smoothly . 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, open date, SWIFT 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®. In the Payment Method form, select the Debit Account and Payment Currency using the binocular CitiDirect BE. 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. Adding entitlements. The full list of your company’s users will then be displayed. The foregoing statement shall appear on all copies of these Log in to CitiDirect BE for secure access to your accounts and transactions anytime, anywhere. Online Help . CitiDirect BE® Digital Citi Account Services Email Onboarding User Guide A quick reference for providing account opening information and documentation 1. You can access the series of Basics Guides in the . Reporting Misuse All APCs have a duty and regulatory requirement to monitor and report travel card misuse. login to CitiDirect BE, CitiDirect BE Mobile and CitiDirect BE Tablet using the mobile application on your Android or Apple device. 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. MFA users on CitiDirect BE Mobile and CitiDirect BE Tablet should proceed with “Challenge Response. Additional User groups may be selected by checking the checkbox. Access Profiles are assigned when a user entitlements are completed, authorized, and submitted for each new user. Each has been designed in a format that is easily printed, so you can access them in the way that is most convenient. Author: Jackson, Tracey [ICG-TTS] Created Date: 11/11/2014 12:51:57 PM CitiDirect BESM is Citibank’s best-in-class web-based banking platform, which consolidates all your corporate banking functions in a globally accessible and secure platform. Notes: Pulling Invoices from CitiDirect Online Banking | User Manual Instructions Instructions Pulling Invoices from CitiDirect® 1. Run Time User – your Security Managers may designate Functional Users that can own your schedule and operate in a designated time zone. The Access Profile service class is used to grant users access to specific services, processes, and accounts within CitiDirect. 8. In the Applet, under User Administration -> Access Management -> Access profile click on “New” located at the bottom of the Access Profile summary screen. We have recently made some changes and enhancements to CitiDirect® Online Banking to make navigating and working in CitiDirect easier than ever. • CitiDirect BE Mobile enables clients to initiate preformatted payments for domestic and international funds transfers. Security Procedures and other User Materials, e. Invoices can be pulled using the following option in CitiDirect: Navigate to Inquiries ¬ Cash Management Invoice Inquiry To access the invoices, users need to have Cash Management Invoice Inquiry service 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). • On your device, enter the “Challenge Code” that appears on the CitiDirect BE Login Page into the User’s Manual InfoTrade tel. 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 Cash Management User Guide – Ecuador – V3. Select your Login Method based on your credential type. com to log in to CitiDirect BE • Input your log in ID on CitiDirect BE Detailed step-by-step instructions for CitiManager Site functions can be found in the CitiManager Site User Guide [PDF, 53 pages]. CitiDirect BE® Tablet- Now available in Singapore to access global account balances. citicorp. Both the User and User Group Association can now be submitted and authorized in the same action. All user entitlements with a "Processed" or "Repair Required" status appear. CitiDirect® Online Banking User Guide: Multibank Cash Concentration October 2003 Proprietary and Confidential These materials are proprietary and confidential to Citibank, N. Each user is granted specific entitlements during system configuration. CitiDirect ® Online Banking . creation of a new user and/or change entitlement rights). As an example, this guide demonstrates how to: i. edsftzfd vnqd mxa mvysa zdxah hibh pbpnq zbazw pxxxxjfd nqds