Member Account Adjustment
Access this screen by selecting Tool #492: Member Account Adjustment (Full) (Shortcut: adjust).
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This is the first of two screens used to make adjustments to a member's account and an offsetting G/L account. Enter an account number and press Enter to move to the second screen.
NOTE: This is the “full” account adjustment system where the user must manually enter G/L offset account information. Click here to learn more about the Coded Account Adjustment system where codes containing G/L information can be configured for common types of adjustments.
Start by entering the member's account base and suffix on which the adjustment should be made. If Name ID is activated, you will need to enter the Name ID of the member. Learn more about Name ID configuration.
Then select whether or not you wish to view Member Account Inquiry for this account after the adjustment has been posted. This feature is especially critical for adjustments to loan accounts, where due dates and other parameters should be carefully verified after any adjustment to ensure that the loan status is accurate.
Use Enter to proceed to the next screen.
CU*TIP: If a member's account has been frozen for any reason, an error message will appear when attempting to perform an adjustment. Use F2-Trans Override on this screen to override the freeze for one transaction and allow the adjustment to be posted.