Amount of Regular Share Accounts

Acct Code

Description

Tip for pulling data stored in CU*BASE

657A

The total amount of regular share (savings) accounts.

Note: Multiple dividend applications may need to be combined to create the total for this section.

The preferred method is to auto-populate this data by G/L or dividend application.

This can also be obtained from the Member Balance Summary by GL. Select by quarter end date. Use the ‘Total Balance’ branch total for the appropriate regular share GL(s).

Note: You can also obtain this data from the Loan/Share Trial Balance Review screen .

One or more automation routines are available for this Account Code. Click to select from the available routines and configure the data.