Citi provides numerous card types and based on your needs, may suggest payment cards for procurement, travel cards or ghost cards. Alternative card products can include Declining Balance Cards, Travel Advance Cards and Virtual Cards. The Program Administrator should discuss potential needs with their Citi Account Manager.
Citi would proceed with a mini-implementation to build the appropriate hierarchy structure in our system to enable the setup of the new cards for the individuals. This should not take more than two weeks to complete with cards mailed at the end of that period.
Citi offers multiple training opportunities including on-site, webinars and online self tutorials. Go to Citi’s Program Administrator Training to view monthly webinars available. On-site training for your entity can be requested by contacting one of the client account managers below:
Patricia (Trish) Stoker | 512-462-0487
Brian D. Smith | 214-579-9574
Yes, paper statements can be turned off in lieu of online statements via CitiManager.
Yes, there are roles that can be assigned with specific entitlement controls.
Yes, cross departmental approval and maintenance is available with Citi's platform.
Citi has numerous spending controls available, including MCC, Cycle Limit, Single Transaction, and Daily or Cycle usage limits.
Yes, the reallocation system allows users to build cross-validation and drop down entry to control accounting code designations.
No, this functionality is currently not available.
Program Administrators have the ability to execute real time maintenance functions.
(Currently we have the ability to have only one approver, which means the approver is self approving any transactions that they had someone do on their behalf.)
Yes, the Citi platform does allow a second level of approver on a transaction.
Yes, there are multiple templates you can use to import lists, including manager, cardholder, delegate, and others.
The billing period has been pre-defined by the State of Texas, and will end on the 3rd of each month.
Part of the implementation setup process includes the hierarchy and approval entitlements.
This functionality is currently not available.
Yes, this functionality is available through CitiManager.
Multi-use cards have the functionality to be refreshed and therefore used multiple times. .
Single use travel cards have a fixed activity length (10 days recommended by the State) Citi inputs the beginning date, soft close at the end date, and then Citi must manually close the account.
Yes, designated users can have the ability to obtain reporting across all departments they are entitled to view, provided that their Program Administrator has reporting access to the respective hierarchy.
Yes, designated users have the ability to obtain transaction information for accounts and/or across departments. Date ranges can be entered as a filter in your report request.
Yes, CitiManager has both standard reports and the ability to create custom, ad hoc reports.
Yes, through the reallocation functionality through CitiManager.
All State Agencies will use the standard plastic (card) available with the State logo in black.
If a University or CO-OP entity requests to have their own logo created in 2 or more colors, the plastic is considered a custom plastic and the entity will be responsible for the cost of creating the plastics.