AKA's
On-Us check
What is an over the counter check?
Used to track the receipt of a title
What is title tracking?
The account for gift card fees
What is a General Ledger?
Wild Card Key to search for a person
What is %?
Screen used to update phone numbers
What is Contact?
Cashier's Check
What is an Official Check Issue?
allow members to skip their loan payment and advance their maturity date
What is Extended Pay?
Use to apply excess funds to the existing transaction to automatically balance the transaction
What is apply net funds?
An accountant
What are organization roles?
Restrictions that block you from transacting on the account.
What is a lock out?
Joint Owner
What is a non tax owner?
Paying the full balance on a line of credit, but keeping it open.
What is paydown?
Correcting an error on the same day
Error Correct
Tool for creating a new person, member, or account
What is the New Deposit Account Wizard?
Used to assign SIC and NAICS codes to your organization
What is the industry codes screen?
Distribution
What is a pre authorized transfer?
Can be used to pay 3 months in advance
Prepay
What is deposit into a GL called?
GL receipt
Closes an existing deposit account and creates a new deposit account with a new account number.
What is Copy Account?
This kind of agreement allows members to maintain their online banking
What is Electronic Agreements?
Bill
What is a receivable?
Relationships where member is joint on the account or loan
What is an indirect liability?
Correcting a withdraw on the next business day
What is a withdrawal reversal?
Complete summary of your member's profile
What is Dashboard?
Screen for changing payment frequency, date, or rate
What is the Modification screen?