Member Account Adjustment - Full (1)

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TECTBN-03

Member Account Adjustment

4806


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Access this screen by selecting Tool #492: Member Account Adjustment (Full) (Shortcut: adjust).

Helpful Resources

Learn how to void a stop pay on a check or money order.

Screen Overview

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.

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.

 

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#TECTBN-03.htm