Configuring Account Reason Codes (1)

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Configure New/Closed Account Reason Codes


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Access this screen by selecting "Update new account reason codes" on the entry screen.

SEE ALSO: Why Use Reason Codes?

This the first of two screens used to set up codes that can be assigned to the MEMBERx account record for new accounts (or to the ACHISTx record for closed accounts) to record the reason why the member opened or closed the account.

Enter a new or existing two-digit code, and use Enter to proceed to the second screen.

Related Topics

Opening or Updating a Membership: Misc. Info

Opening Savings Accounts

Opening Certificate Accounts

Opening Loan Accounts

Updating Membership and Account Reason Codes

Closing a Membership

Closing a Savings Account

Closing/Redeeming a Certificate Account


Helpful Resources

Where is Reason Code data stored in CU*BASE?

If I update the Reason Code on an existing membership, does it also update the Open Reason Code on the base share account (-000) for that membership?



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