Updating Transaction Descriptions (2)

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Transaction Process Setup


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This second screen shows both the primary and secondary transaction description for the transaction selected on the previous screen.

SEE ALSO: Creating Zero-Dollar Transactions

Helpful Resources

Visit Show Me the Steps for easy instructions on how to use CU*BASE to change a transaction description or suppress a transaction/adjustment from a member's statement.

Screen Overview

When done making changes, use Update (F5) to save the changes to the member's account and return to the previous screen.

Field Descriptions

Field Name



This represents the primary description for this transaction and will appear on statements, inquiries screens, etc. This can be a maximum of 20 characters long.

Secondary description

This is used by some transaction types as a way to further define the transaction, such as the location for an ATM transaction, additional information for an ACH transaction, etc. This can be a maximum of 79 characters. Only the first 20 characters will be visible in CU*BASE transaction history inquiries and in online banking, but all characters will print on member statements.

Include on member statement

Print of Member Statement: Select this option to have the transaction included in the member's statement.

Suppress from Statement: If this transaction is a transaction reversal or account adjustment, this option can be selected so that this transaction does not appear on printed member statements or in audio response/online banking. It will still appear in CU*BASE transaction history inquiry.

However, be careful that you understand how suppressing a transaction from a statement will affect the running balance totals shown for the account. When in doubt, always have the transaction appear on the statement. SEE ALSO: Blocking Transaction from Appearing on Member Statements