Training Guide 2: Expense Management Guide
UMB Steps 1 & 2 MUST be completed before starting Cope University Steps 1 & 2. 

 

The User Guide below includes information on Accessing Account (Logging in), Viewing Transactions, Statements, and Reports. Use the Document Key to help you navigate through the Guide.

UMB also offers online help. Select Help from the right dropdown menu underneath your name on the UMB website https://www.umb.com/commercial.


Review and become familiar with the document in its entirety. You can also download the document from the Lesson Files on the right.


Next, select the blue right arrow button at the bottom of the “Up Next Box” to proceed to the next lesson.
Cardholder Expense Management Guide