Navigation Bar Service Classes

Categories, listed on the navigation bar, organize service classes into logical groups.  Service classes provide access to the various functions that you can perform using CitiDirect.  Service class availability varies based on your Solution Package and Access Profile.

Click to the left of a category for a description of its functionality.  Click to close the description drop down.

Click to Expand or Contract  Inbox

The Inbox provide access to messages, status information, or tasks awaiting input.  Click here for information on the Inbox Summary Form.

Click to Expand or Contract  Access Management

The Access Management category provides access to the following CitiDirect service classes.  Generally, the Access Management category is available to Security Managers only.

Click to Expand or Contract  All Reports

The All Reports category contains service classes, which are used to group CitiDirect reports.  Each service class contains unique reports designed for a specific business purpose.  Click here for a listing of CitiDirect Reports by service class.

Click to Expand or Contract  Inquiries

As a tool for making business decisions, CitiDirect offers the ability to view real-time inquiries.  You can specify the inquiry criteria to determine the information you want to see.  Inquiry results are available in both summary and detail views.  Click here for an alphabetical listing of CitiDirect Inquiries.

Click to Expand or Contract  Maintenance

The Maintenance category provides access to the following CitiDirect service classes.

Click to Expand or Contract  Payments

The Payments category provides access to the Payments service classes and the various tabs available from the Payments Summary Form:

Click to Expand or Contract  Process

The Process category provides access to the following service classes:

Administrative Messages

Canada ACH Tax and Utility Payments

Cash Concentration

CAT-i

Citibank Service Operations

Collection Items Services

Direct Debits Services

DTVM/RM Investment Transfer

Export Data

Event Notifications

Favorite Reports

Image - Delaware Paid Check

Import Transactions

Insurance Letters of Credit

Interactive Lockbox

Investigations

Investments

Match Pay

Netting

New Insurance Letters of Credit

Payment Services

Purchase FX for Payments

Purchase Order Solution

Receivables Collections

Receivables Management Services

Resource Center

Same Day Reconcilement Services

Settlement via CLS

Taiwan Central Bank Reporting

Tax & Child Support Payments (ACH)

Trade Services

Trade Services for FI

USD Clearing Payment Flow Management

US Disbursements Services

Click on the image of a navigation bar button for a description.  Click the button a second time to close the description drop down.

Preferences Button

The following functions are available by clicking Preferences at the bottom of the navigation bar:
 

Help Icon

The following help options are available by clicking the Help button at the bottom of the navigation bar: