Transaction Codes
What is the code for cashing a check
What is, KC CD
How do you access the IQ tree
Speed Keys IQ or type IQ in the transaction bar
RG for Create a checking account
CHECKING.CREATION
A member wants pay a loan from a share
LP X SW
Where do you go to add a comment/note?
On the account tab right click to add comment/notes
Post, view, and reverse most fees on the account
FEE MANAGER
How would you transfer to another member
SW X SD Y then to 88888 account
How can you look up transaction History
Right click on the account and select Transaction history or in the IQ tree
Open a sub savings on an account and rename it
CREATE.SHARE
Make a check deposit to more than one share account
KR SD SD
How can you look up a member in Sym
Carrot” symbol,followed by the full card number
pound” symbol, followed by the full SSN
full member number into the Account field Members % last name, full name
Member Deposits a check and gets cash back
KR SD CR CD
where do you go to see the status of a credit union issued Cashier’s Check
Check Manager (IC transaction code)
Add travel notes onto cards while traveling outside of their area
TRAVEL