Post Wire Transfer to Member
Access this screen by selecting Tool #73: Post Wire Transfer to Member Account (Shortcut wirep) or by selecting "Wire" on the Phone Operator screen.
Visit Show Me the Steps for easy instructions on how to use CU*BASE to perform a wire transfer and complete other tasks in Phone Operator.
Refer to the Wire Transfers in CU*BASE booklet for complete details on how to use these posting screens. (NOTE: A PDF version of this booklet will open.)
This is the first of three screens used to post a wire deposit/withdrawal and wire fee to a member account. Enter the account number and name ID if activated (if coming from the Phone software, these fields already will be completed for you). Learn more about Name ID configuration.
Then enter the wire amount, choose incoming (deposit) or outgoing (withdrawal), and enter the appropriate posting code.
Use the lookup button next to the Account field to access the Your Most Recent Accounts Accessed screen, which lists your last ten accounts. NOTE: If the member is on the incoming or outgoing fraud block lists, you will see a warning stopping you from advancing when you use Enter. Overview: Fraud Block Lists
Click to see a list of your credit union’s configured codes to move directly to the second screen (if selecting an outgoing wire) or the third (if selecting an incoming wire). NOTE: If OFAC is activated for outgoing wires, you will first access the OFAC screen prior to the second screen for outgoing wires.
This screen has a link to your imaging solution to further integrate with CU*BASE. The “Scan e-Document” button is used for scanning a document into your imaging solution.
Remember: Only documents warranted by the CU*Spy online vault can be scanned into that vault.
Clients with in-house imaging solutions should contact Imaging Solutions for assistance configuring links for use with your vault.