Add ACH Distribution to Existing Record
These steps explain how to add an ACH distribution to an existing ACH record.
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Launch Phone Operator by clicking the phone icon at the top of your CU*BASE home page.
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Input the member's account number on the Phone Operator Member Lookup screen.
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Click the forward arrow.
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You may need to click the forward arrow again to move past the Member Account Comments pop-up.
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Click Go! below the ACH heading in the list of sub-accounts on the Phone Operator account processing screen.
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Select the desired deposit record on the ACH Distribution Maintenance (List by Member Account Base) screen.
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Click Update. (This feature is only visible if your credit union allows ACH distributions updates via Phone Operator.)
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Click Add Distribution on the ACH Distribution Maintenance (ACH Distribution Listing) screen.
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In the Account type field on the ACH Distribution Maintenance screen, input the suffix to which you'd like to make the distribution.
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Click the lookup icon beside the Distribution type field and select the desired distribution option (deposit to savings, etc.).
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In the Transaction amount field, input the amount of the new distribution.
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Leave this field blank for loan payments.
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Input the start and end dates.
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Click Add/Update.