Direct credits posting

This program allows you to post the direct credit(s) that have been created within Member direct credit maintenance. A direct credit reflects payments that are paid directly into the credit union's bank account on behalf of members. These are things like child benefit, job seekers allowance or even standing order payments. Each credit consists of a reference number. This is the key field. The credit also consists of upto 5 splits. The beauty of this posting program is that you can very swiftly post credits. You simply type a reference number is shown on your bank statement or other input document, confirm the amount and Save. Naturally, you may have a little bit of extra work should the amount received differ from the total stored within the maintenance record. However, we allow you to amend the credit profile there and then. you even get to decide whether to make this change permanent or for only this posting. If you are able to download the file then there is also an automatic posting routine automatic direct credit posting. NB If you need to alter the file import structure you should use external payroll setup and recall record 9998.

Current transaction variables

Available shortcuts

This option allows the user to set a default defaults for quick processing.

This option allows the user to print a withdrawal request form for the selected member.

This option allows the user to print a statement for the selected member.

This option allows the user to view a summary of the posting that have been entered within the current batch.

This option allows the user to jump to Member maintenance to view the maintenance etails for the selected member.