Imaging solutions will need to first activate Native Receipts in the Operations side of CU*BASE. Then the settings that control Native Receipts can be adjusted via Tool #1775 Workflow Controls: Xpress Teller and Tool #1005 Workflow Controls: Teller Member Service (for Standard teller). Refer to the related links below for more information.

No, it is not currently possible to upload promotions to print on vertical receipts. While our Imaging Solutions team does not have any current plans to implement this feature, that is not to say it would not be considered in the future, as part of the ongoing evolution of our planned native receipts project. Read more about Native Receipts in the Kitchen .

This is due to the wrong print setting in ProDOC for a Carswell thermal printer. To correct this follow these steps.: Pop a receipt in ProDOC - you may either use the receipt_test.txt file, or reprint any receipt from GOLD Click on the ... button immediately to the right of the Print button Select the first option - Print Original Files Click Print to test

Source of Receipt (SOR) is the paperwork that accompanies the checks to the Check Processor. It is the documented proof of when and from whom the checks were received. SOR provides the ABA# of the bank the checks are received from, the date of the cashletter, the amount of the bundle the check was in, the position of the check in the bundle (checks before after), and the tracer number assigned to the check. On the form you'll see a couple of abbreviations: IB stands for Item Before that   More...

Yes. The vertical receipt format does not support the following receipt types (available only for horizontal receipts): Certificate creation Stop payment orders On-demand dividend payments (CDs) On-demand dividend payments (savings) Direct/mail batch deposit In addition, the following receipt types are being sunset completely as of the 21.05 release (both horizontal and vertical receipts): Redeem share certificate Miscellaneous expense/receipt Transaction reversal Receipt types are activated as  More...

The reason the M/R code is not writing out with the teller's branch number is because it is being done through Phone Operator. Phone Op is actually posting to the member branch regardless of this configuration. The transaction is a bit different than teller because it’s built with a TRANS record with a direct connection to the offset GL rather than a teller audit key with an EOD GL interface for misc receipts. The trans record posts the member branch to both the member and teller bra  More...

Technically, yes, but you will need to go through a similar process as you went through to move to vertical receipts in the first place, including scheduling an after-hours conversion with someone available at every branch to perform testing. Remember that all of your printers must use the same receipt format, so if you decide to switch back, ALL of your receipts at every branch will go back to the old format. NOTE: A date has not yet been determined, but it is likely that at some point down th  More...

Yes, and actually, vertical receipts will show both the primary member’s name and the name of the joint owner being served. (If you are serving a non-owner, only the primary member’s name will appear.)

That isn't really on our radar at the moment, but we did build the infrastructure so that it would theoretically be possible. So if your credit union has a budget and wants to discuss championing a project to add this functionality, reach out to the Developer's Help Desk and we'll see what we can do together!

The detailed printing of a receipt for a Miscellaneous Receipt transaction is defined within the device configuration. To verify whether or not your device is configured to print the detail, you can launch Tool #326 CU Hardware Configuration. Select your workstation from the list and make sure that the Miscellaneous Expense/Receipt box is checked under the Application Receipt Printing column. Future receipts will print the detail after the option is selected.

Yes. Currently the only way to do this is via the Teller posting screen itself, like this: Access the member's account in Teller On the main teller posting screen, check the Suppress balances checkbox Enter an H into the Proc Code column for the account where the transaction took place Use Enter to proceed to Phone Op History Click the button in the far-right Print Receipt column for a transaction that's on that receipt On the receipt information pop-up window, click Print (In the  More...

Your credit union does not need to convert to Vertical Receipts if you use Xpress Teller (Tool #1600).

Below is a sample of an CU*BASE/Xtend shared branching receipt showing the name of the member's home credit union: In this sample ABC Testing Federal CU is the member's home credit union; their CU# is 123 and their CUID is XX. For national shared branching, you’ll see a section that shows “CO-OP Shared Branch Transaction” and the financial institution’s name as well as the tran seq# that we receive from Co-Op, like this: NOTE: When these receipts actually   More...

If you're referring to the two checkboxes that appear on the main posting screen for standard Teller Line Posting (Tool #1), the answer is yes. Even after switching to vertical receipts you'll be able to choose, on a case-by-case basis, whether you wish to include balances or not on the receipt (as well as whether you want to produce a receipt at all). If you check the Suppress balances option the Account Summary section at the bottom of the receipt will be completely omitted. NOTE:   More...

Yes! On a horizontal receipt, a resulting balance prints for each individual transaction item.For vertical receipts, since there isn’t room for this resulting balance, instead you can choose to print a separate “Account Summary” section at the bottom of the receipt. This section can list all of the accounts touched during that particular transaction, or can include all of the sub-accounts under that membership. You can choose to print current balance only, available balance onl  More...

If you use the Retrieve e-Receipt feature from the pop-up window that appears via that function in Transaction History, you can pull the image of the original receipt you saved to your image vault, complete with whatever was shown in the account summary section at the time the receipt was originally generated. However, if you use the Print feature instead to simply recreate the receipt using the stored data, vertical receipts are currently unable to recreate the account summary showing wha  More...

Yes, as a separate line below the “ACCOUNT TRANSFER” and amount you’ll see “To account ****12-123” with the masked transfer account.

Miscellaneous Receipts will appear as a cash withdrawal if the terminal/device in question is not configured to print the Miscellaneous Expense/Receipt detail (via Tool #326 CU Hardware Configuration ). Once selected, there will be a line item on the receipt for each Miscellaneous Receipt that is processed.

Yes. Below each line that shows a check in, a second line will appear, like so: CHECK IN 1,234.12 Funds held; available on 10/13/21 CHECK IN 5,339.21 Funds held; available on 10/15/21 This shows the date on which the entire hold will be released (next-day Reg CC release dates aren't specifically noted on either horizontal or vertical receipts).

It's pretty much unlimited, but in general up to about 600 or so. We have tested 588 outside check transactions and they all printed on one looooooong receipt!

Yes, the images and information on the thermal receipt can be changed whenever needed. In order to change this, the thermal printer will have to be shipped back to CU*Answers along with the new image file, where the hardware and software required to make this change is located. After the process is complete, the printer is return shipped to the owner, where it can be re-connected to the workstation. Contact a member of the Systems Team for information on pricing and scheduling.

Not right away, but we do plan to eventually sunset support for that format. In any case, after the 21.05 release we will be putting a hold on any enhancements to the horizontal format, and if we introduce any new receipt types or features they will be available on vertical receipts only.

This comes from the Workstation Device Configuration in CU*BASE. To view or change this: Launch Tool #326 CU Hardware Configuration Select Terminal/Workstation In the list of workstations, locate the ID of the workstation you are looking up and double click on it (or just type the ID and press Enter) This will open up the terminal's configuration in CU*BASE. In the middle is the list of default printers where your documents will print: General Printer - this will be the printer to which a  More...

Note: this procedure also works with Carswell printers. (1) Turn the printer off. (2) Hold the FEED button while turning the printer back on. (3) Continue to hold the FEED button until the error light starts flashing. (4) Clear the paper by pressing the FEED button. If successful, a receipt printer settings page will print. Your printer's memory is now cleared. If this is not successful, please contact the Network Services Help Desk for assistance.

The “Today’s Transactions” section uses the receipt descriptions from Tool #105 Account Suffix Configuration, such as INSTALL LN. The “Account Summary” section uses the dividend application description, such as USED VEHICLE.