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

Imaging solutions will need to first activate Native Receipts in the Operations side of CBX. 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.

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.

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...

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...

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. Check out the store for more details. Refer to the link below.

This situation could occur if your credit union charges a Service Charge fee to members who do not belong to a particular Marketing Club. If a member does not have funds to cover the Club dues at the time the dues are posted, this member's status in the Club is changed to P for pending. (This can be confirmed on the TCLUBFEE exception report.) When the Service Charge posting program is run, the member is then charged the Service Charge fee (since the member is not currently active   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...

Below is a sample of an CBX/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 prin  More...

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 .

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

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).

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.

No. This is one of the transaction types that does not update the last transaction date. The idea here is to avoid automatic items that involve no member contact from stopping an account from becoming dormant. Fees such as this could be set up for years and might hide the fact that the member is not interacting with the credit union at all.

The PCLUBSTS daily report ( Club Members Suspended Based on Club Requirements ) displays this information. To find it, you can enter CU*Spy and input into the Report Name field the appropriate title and then search. You may also need to include additional date information before searching to find the desired report.

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.

Yes, the share and certificate club rate benefits do add to Dividends Paid YTD. However, the loan interest rebate amounts do not affect the loan interest paid YTD amount. They are not savings dividends. They are a benefit that is accrued throughout the month based on the loan balance but paid to a savings account at end of month.

The fields are related to Process Codes, in that they are derived from the code attached to the message received from the plastics processor (vendor, or switch). The Type you see in the initial Type column of the Activity screen relates directly to the Transaction Description when you view additional transaction details. Transaction types may not apply to all vendors. Examples of these labels are as follows: DEP (Deposit Transactions) ATM/DEP A deposit made at an ATM. ATM/DEP - including a $  More...

If your controls specify to print balances only for accounts affected during the transaction, then theoretically it would only print those accounts the joint owner is authorized on, since those would be the only ones they could post to. (Your controls can also be set up to show all accounts, regardless of what’s on the transactions, in which case all would appear.)

Here are some ideas of things to remind members: If an online banking username was set up, the account number can no longer be used to log into the account. You may need to clear the username to allow the member to create a new one. Refer to the directions below. Your member number is the main account number that identifies your relationship with the credit union. Your account number can be up to nine digits long. Be sure that the number you are entering does not include the share or loan accou  More...

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...

Currently we do not provide an automated way to link your members' email addresses to a PDF file. However, in your marketing message, you can link to a URL (web page) to enhance your message. advertisement AD messages automatic

Download the Software Note: Our network requirements have been updated and can be found here . Please verify with your IT vendor that these changes have been put into place before attempting to download Station Control. You can download CBX from this link . Site-Four clients please use this link . Instructions for Manual Install of CBX Station Control Run the downloaded CBX Install Suite Prod CBX1.exe installer. This will require administrative privileges on the workstation. 1. On the CBX In  More...

Prior to April 2023, we ran a daily routine that collected invalid email addresses throughout the day, then during BOD processing marked email addresses as wrong and recorded a Tracker note with the name of the operator who ran BOD. Starting in April 2023, instead of simply marking them as wrong, we now delete the email address and put it into the Tracker note. A record is also written to the CUFMAINT file maintenance log with the ID of the system operator who ran the process. If the system rec  More...