Configuring a Printer

Description

Use this field to indicate the model of printer being configured. For laser printers, this model controls how CU*BASE will interact with the printer to print things like checks and loan forms, as well as which drawers are available.

Click the lookup button to display a window showing a list of available codes. If the model you need is not displayed, contact a CU*BASE client service representative to request that the model information be added to the master file. (The “DEFAULT” model uses generic printer codes which may or may not work with your particular laser printer.)

For a dot-matrix printer or thermal receipt printer, choose DEFAULT. (This code will be entered automatically if the field is left blank.)

• NOTE TO SELF PROCESSING CREDIT UNIONS: New printer models can be added using the CU Configuration menu (OPER #10, then #11). Make sure to notify a client service representative if you add a new printer model yourself using this configuration.

Enter a description of the printer.

Choose one of the following to indicate the type of printer:

Laser (L) - for laser printers

EDOC (E) - for printers using paperless printing and archiving.

Thermal (T) - for thermal receipt printers

Dot Matrix (D) - for dot matrix printers

If this printer is capable of duplex (double-sided) printing, check this box here. If the printer is not equipped to handle duplex printing, leave the box unchecked.

• NOTE:  This duplex feature only affects the printing of forms.  Reports will not print double sided when this box is checked.

• Remember that duplexing is a special feature of the physical printer itself; not all laser printers are capable of duplexing.

Enter the branch number where this printer is located.

Enter the user-defined check that was configured in Tool #323 CU Check/Bank Definitions. These checks are able to be printed if certain configurations are turned on in Tool #1775 Workflow Controls: Xpress Teller.

If this printer will be used to print money orders, enter the Bank ID for the bank on which the money orders should be drawn. Information configured within this Bank ID will be used for the general ledger interface and check register.

Click the lookup button to see a list of your credit union's configured bank IDs.

SEE ALSO: Configuring Banks for CU Checks and Money Orders

If this printer will be used to print checks, enter the Bank ID on which the checks should be drawn. This controls which Bank ID is used for member check withdrawals and loan disbursements. The printer for teller/member checks and miscellaneous CU checks is designated at the time those checks are printed.

Click the lookup button to see a list of your credit union's configured bank IDs.

SEE ALSO: Configuring Banks for CU Checks and Money Orders

SEE ALSO: Types of Checks Created by CU*BASE

Dot Matrix Printers Only

Use these fields only if Type was set to “D” for a dot matrix printer.

Choose one of the following:

Continuous form (C) - the printer uses continuous feed paper (perforated and with feed holes along the side)

Single sheet (S) - the printer requires each sheet to be manually inserted into the printer

If Paper type for checks is set to “C” for continuous form, enter the last check number that was used to print a check. This keeps the CU*BASE check register accurate with the check number that is pre-printed on the continuous form stock.

•  If this number ever gets out of synch with the actual check stock, use the Renumber CU Checks feature (Tool #757: Renumber CU Checks) to correct any checks already recorded.

Laser Printers Only

Use these fields only if Type was set to “L” for a laser printer.

The drawer codes that are allowed here will depend on the printer model chosen above. Click the lookup button to display a window showing a list of drawers supported by that particular printer model.

• IMPORTANT: Remember that just because a printer model is capable of having a particular drawer, doesn';t mean your actual printer has been purchased with that drawer. For example, if the model you've chosen shows “Envelope Bin” as one of the choices, but you have not actually purchased an envelope bin for your printer, do not select that code.

Use this field to designate the default drawer from which paper should be pulled when printing checks on this laser printer. (This field is required even if you do not plan to actually print checks on this printer.)

Use this field to designate the default drawer from which paper should be pulled when printing member starter/replacement checks on this laser printer. (This field is required even if you do not plan to actually print checks on this printer.)

• When printing starter checks you can also designate a different drawer if needed for that particular print job.

Use this field to designate the default drawer from which paper should be pulled when printing loan forms on this laser printer. (This field is required even if you do not plan to actually print loan forms on this printer.)

• Depending on the form, you may also be given a chance to override this at the time the form is actually printed.

Use this field to designate the default drawer from which paper should be pulled when printing miscellaneous forms (except for loan forms) on this laser printer. (This field is required even if you do not plan to actually print forms on this printer.)

• Depending on the form, you may also be given a chance to override this at the time the form is actually printed.