Member enquiry

This program is used to view a credit union members account information.

Once you have entered a member number and pressed return, a variety of details are shown relating specifically to that member.

Beneath the headings "Share/Savings & Loan balances", will be displayed the current balances for the relevant account. If that balance is currently "£0.00", then by default nothing will be displayed for that account. Although "£0.00" balances by default are not shown, you can click "Show nil balances" at the bottom left of the screen, as this will then display all balances including those that are "£0.00".

For added security, a password can be stored on the members account. By default the password is not immediately shown when a members account is called up. As you can see from the screen above, the password box has been blanked out. If the background on the password box is black, this means that there is no password setup on that account. If the background is shown in blue, then a password does exist on this account. Moving your mousepointer over the box will reveal the password setup on the account.

Features

Use this feature to forecast the balance on the members account upto a user defined date.

Use this feature to put on a loan application for the current member.

See Loan application

Use this feature to put on a scheduled share withdrawal or a payment to clear the outstanding loan balance.

Use this feature to put on an application for a revolving credit loan, or create a withdrawal.

See Revolving credit application
See Revolving credit withdrawal

Use this feature to add a telegram message to the current members account.

Use this feature to add a diary message to the current members account.

Shortcuts

Use this shortcut to produce a customised letter, merged with the current members details.

  • Letter data setup
  • Letter location setup
  • Use this shortcut to view the ID page with the members photograph and/or signature.

    Use this shortcut to view the transactions that make up the members current balance(s).

    Use this shortcut to view the member financial screen for the current member.

    Use this shortcut to view the history of loan allocations for the current member.

    Use this shortcut to produce a statement printout for the current member.

    Use this shortcut to view the member payroll screen for the current member.

    Use this shortcut to view the member maintenance screen for the current member.