SUMMARY
'Travel and Expense (T&E) Bank Maintenance Portal' as of now, is operational within Colgate North America, LATAM, EU/AEA, Hill's US & Canada and Filorga.
DETAILS
Given below is the documentation aimed at assisting employees with navigating the T&E Bank Maintenance Portal and if there is any issue with application functionality:
- Quick Reference Guide to aid employees in managing their bank information through the Portal.
- Users should consistently follow the guidelines outlined in the T&E Bank Maintenance Support Guide. This guide is intended to be the primary resource for addressing common issues.
If your issue is not resolved with the help of the above listed documentation, then please raise your request with the CBS team.
Any connectivity issues with the laptop will be taken care of by the IT Helpdesk team.
Users can contact them and provide clear and specific indications of their request. For example, they should state "I want to unlock my SAP NGPCLNT321 account" or "I need to assign the security role G:ZZ:FI_ESS_BANK_MAINTENANCE to my profile to enter the T&E Bank Maintenance Portal." This will help the Helpdesk team to assist more efficiently.
Concur Admin: @concur_admin_inquiries should first determine the specific issue and then guide the user with clear instructions regarding the next steps they need to take.
ESS Bank Support: @ESS_Bank_Support will solely be responsible for issues directly related to bank accounts, such as a missing bank routing number (as illustrated in issue #7 of the provided slides). All other technical or access-related issues will fall on the user to clearly mention the issue to the IT Helpdesk for related support.