ATTENTION ONLINE CREDIT UNIONS
Do you have questions about performing a reversal on a transaction in CU*BASE? Below are several resources that can help you navigate the ins and outs of transaction reversals!
The booklet linked below covers step-by-step directions for reversing payments on savings, loan and mortgage accounts.
In a recording of our recent Learning Café session on Head Teller Vault Management, Monica Boguszewski discusses transaction reversal options. Check out the video from the 42:00 mark up to 52:00.
Additionally, the following AnswerBook items offer further details on transaction reversals:
- Why does CU*BASE require two steps to perform a teller correction – deleting an audit key and completing a member transaction reversal?
- What methods does CU*BASE have for reversing member transactions and correcting the teller drawer?
- How should I reverse a loan payment or savings deposit that was done to the wrong account?