View Member Statements or Audit Inquiry

Screen ID:  ISTMINQ-1
Screen Title: Member Statement Inquiry Option
Panel ID: 452
Tool Number: n/a
    Click here to magnify

This window will appear after using Statements on the Member Inquiry or Phone Operator screen, if your credit union processes member statements with Sage Direct, Inc. or The Masters Touch (TMT) clients.

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 click the forward key (Enter) to proceed to CU*Spy.

To view the audit feature instead, choose Audit inquiry and click the forward key (Enter) to proceed to the Statement Audit Inquiry summary screen.