Configuring Statement Mail Groups

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Configure Statement Mail Groups


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Access this screen by selecting Tool #275: Configure Statement Mail Groups.

Helpful Resources

Visit Show Me the Steps for easy instructions on how to use CU*BASE to block the sending of statements to bankrupt members.

Screen Overview

This screen is used to define what should happen to member statements for members that have been flagged with a Statement Mail Group other than 0. Just like before, any memberships marked with group 0 (the default) will be printed, archived, and mailed as usual.

You can configure as many of the codes as you need. Notice that the description for codes 0 and 7 cannot be changed. For code 7 (Wrong Address), you can, however, choose which print option you wish to use.

There are two choices for each code you configure:

Print/Archive/Do Not Mail

This setting means the statement will be printed as usual, but will then be returned to the credit union for special handling, instead of being mailed out. This is helpful for your employee's own statements, or for credit unions that deliver statements via inter-company mail delivery systems.

Archive Only

This setting means that statements will not be printed at all. However, a statement will still be archived so that it can be accessed via CU*Spy. This is recommended for the Wrong Address Code (7) as well as whichever code you designate for your charged-off members.



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