eAlerts: Add/Edit ACH Transaction Detail

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UEALRTD-02

Member eAlert ACH Transaction Detail

Maintenance

4043


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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!)

Helpful Resources

For complete details on activating and using e-Alerts, refer to the booklet, eAlerts.

Screen Overview

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:

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.

More Details on eAlert Email Delivery

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.

Notes Specific to the Delivery of ACH Transaction Alerts

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.)

Additional Video Resources

View more member-facing online banking videos.

Visit the Show Me the Steps video library to view all CU*BASE and online banking videos!

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#UEALRTD-02.htm