Member eAlert ACH Transaction Detail
Access this screen from the eAlert Add screen and selecting to add an ACH eAlert or when an existing account balance eAlert is selected and viewed from the Member eAlert/eNotice Maintenance screen.
Get the member's perspective with this online banking video: Subscribing to eNotices & eAlerts (More videos below!)
For complete details on activating and using e-Alerts, refer to the booklet, eAlerts.
This screen allows a credit union employee to configure an e-Alert for a member to receive an alert when selected ACH transactions (either ACH withdrawals or ACH deposits) occur to the account selected. Check the checkbox for the type of ACH transactions for which the member wishes to be alerted, and select how the member wants to be contacted:
Only to secure message center – member will only receive notification in the secure online banking message center
Only to secure message center with a simple email reminder – member will receive online banking message. Additionally, the member will receive an email notification that an e-Alert has been generated, asking them to log onto online banking to view the e-Alert.
Send complete alert via email only – member will receive an email giving the details of the e-Alert. (NOTE: This message will not include any personal information, such as membership number or member name – the identifiers for the member are the sub account number and nickname.) A “read” online banking message will also appear in the member’s online banking center.
Send a text alert to a mobile device (enrollment in text banking is required).
Use Update (F5) to save the request and return to the Member eAlert/eNotice Maintenance screen.
CU*BASE will queue and loan payment due e-Alert emails (notification and complete email) directly following ACH processing. The emails are sent within 30 minutes.
Remember that members can do the same thing themselves in online banking. These screens are intended to allow an MSR to access the member's settings while working with the member over the phone or in person.
If asterisks appear on this screen or buttons are absent, it is due to the privacy configuration.
If the member requests an email notification or complete email option, and the member's email address is later marked as invalid in CU*BASE, the member will cease to receive alert emails until the email is updated. This is the only reason and email would not be sent by the system. The member can correct this email themselves in online banking or the MSR can correct it in CU*BASE by using F9-Email on the previous screen. An email is required to sign up for these email options; messaging will alert the employee that an email address is needed if a valid email is not in the system.
Online Banking Message: Sent when ACH transactions are posted to member accounts.
Email notification or “long” email: Sent within 30 minutes of the completion of ACH processing. (self-processors can adjust this frequency. Learn more here.)
View more member-facing online banking videos.
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