Centrally Billed Account Quick Reference Guide

We were asked to share with the widest dissemination within the CBA community. Please see the information below and direct your account set up questions to Mr. Harraway or Mr. Anthony.

Below are some common issues that are occurring and questioned per AFAFO. Please use the Quick Reference Guide to help with managing the account in Citi Manager. This information will be posted on the GTCC SharePoint.

Set Passcode and Online Process

  • No one should be setting passcode or doing online, because of the issues with Citi and the need to ensure everyone is properly trained.
  • Approximately 50 applications are in the system that are filled out incorrectly and will reject at Citi.
  • These applications were deleted on 3/11/2020, and will need to be reaccomplished once given the green light to start using the online application process.
  • If you need to submit an application, you will need to do a paper form and fax the application to Citi.  If you are experiencing an issue with faxing, you can send the application to Darrell Haraway.

Hierarchy Pull Transfer

  • There is a known issue with this feature and has been reported to Citi.  This should be fix by midnight on 3/12/2020
  • If you need to transfer an account in to your hierarchy, you will need to call Citi at 1-866-670-6462 for HL4-7 APCs, HL3s call our dedicated line.

Create New Application via Manage Card Account

  • This feature is not for DoD and is not available to us. The DoD application process will be initiated by the cardholder. But this is on hold

Quick Reference Guide

  • Attached is an updated version, now this is mainly to help with navigating in CitiManager and not intended to replace the Citi training manuals.  

Training

  • Individuals should signup for training via CitiManager – Learning Center –What’s New
CBA-Quick-Reference-Guide

Author: Matt Miller

Matt is the civilian comptroller for the 301st Fighter Wing in Fort Worth, Texas and a Reserve finance officer. He spent seven years on active duty before returning home to Texas and beginning the second chapter of his life. He is an avid maker that loves golf, reading, welding, carpentry and tinkering with electronics. An amateur at many things and master of none.