Account Suffix Configuration (1)

Screen ID:  USACT-01
Screen Title: Account Suffix Configuration
Panel ID: 2711
Tool Number: 105
    Click here to magnify

Access this screen by selecting Tool #105: Account Suffix Configuration.

This screen is a list of the configured account suffixes for a credit union. From here, you can complete a number of tasks with Account Suffix Configuration such as add, edit, delete, suspend, and reactivate.

Select an Account Suffix and select Edit, or use the Add Single Suffix/Add Suffix Range buttons to continue to the next screen.

CU*TIP: A highlighted row indicates a suspended suffix.

Field Descriptions

Field Name

Description

Search for description containing

Use this field to quickly pull up an Account Suffix by Name.

Jump to suffix

Use this field if you know the Account Suffix you would like to work with.

Buttons

Button

Description

Edit

Use this button to make changes to an Account Suffix.

NOTE: In Edit Mode, only the Description or Receipt Description can be changed.

Delete

Use this button to delete an Account Suffix.

NOTE: Suffixes in use cannot be deleted. Additionally, the base share -000 suffix cannot be deleted.

Suspend/Reactivate

Use this button to suspend or reactivate a suspended Account Suffix.

NOTE: The base share -000 suffix cannot be suspended.

Add Single Suffix (F6)

Use this button to configure a single account suffix.

Add Suffix Range (F8)

Use this button to configure a range of account suffixes with the same Application type, Description, and Receipt Description.