TABS
How do you close your drawer at the end of the night?
Posting totals > search> save drawer totals> close drawer
Where is the relationship tree and what is it for?
The Relationship Tree is the left-side record tree << in the Transaction work area that shows a member’s records and connections in KeyStone. It has two views -Relationship (default) and Standard — used to see account/relationship links or personal details
Where do you go to do a buy/sell?
Tabs at the top that say buy/sell or run script buy/sell
Show me how to assign/unassign a drawer?
Cash Drawer management tab
How do you transfer from one account to another?
Transaction type > TR
How do you add/update a codeword?
Run script add/update codeword
How do you print a statement for a member?
Hover over the gear icon and click "statement inquiry"
How do you add a MYEXPRESS to an account?
Run script > Create Checking Share
How do you print starter checks?
Hover over the gear icon and click "print starter checks"
How do you change a loan due date?
Run Script Loan due date change
How do you make a loan payment?
Transaction Type > Withdrawal > Payment
How do you update an address?
Run Script > Change contact information