View Member Statements or Audit Inquiry
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Screen ID: Screen Title: Panel Number: |
ISTMINQ-1 Member Statement Inquiry Option 452 |
This window will appear after using Statements (F20) on the Member Inquiry or Phone Operator screen, if your credit union processes member statements with Sage Direct, Inc.
This window lets you decide whether you wish to proceed directly to view the member's statements in CU*Spy, or to view the statement audit inquiry feature showing details about paper statements that were mailed to the member.
The default is to view statements, so simply press Enter to proceed to CU*Spy.
To view the audit feature instead, choose Audit inquiry (or type A into the field) and press Enter to proceed to the Statement Audit Inquiry summary screen.
This feature is only available to Sage Direct and The Masters Touch (TMT) clients.