Tips from Earnings Edge: Performing Transaction Reversals

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: