Configuring Effective-Dating Tools
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Screen ID: Screen Title: Panel Number: |
UEFDTE-01 Effective Dated Configuration 3827 |
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Access this screen by selecting Tool #248: Configure Effective Dating Tools.
CU*BASE has special tools that let you post a transaction to a member’s account and have the system automatically calculate the adjustment to interest or paid dividends according to the effective date of the adjustment. In a nutshell, it effectively back-dates simple, common types of transactions with a notation in transaction history indicating the effective date.
In addition to the general system rules for effective-dating, this configuration lets you control what specific types of transactions can be effective-dated by your staff.
Choose Configure transfers or Configure adjustments to proceed.
Refer to the Effective Dating for Member Transactions booklet for complete rules on using effective dating tools, and details on your configuration choices.