Add/Change Transaction Description

These steps explain how to add or change a transaction description after posting the transaction.  

• If you have not yet posted the transaction, you can change or add a transaction description using Tool #918 Update Trans Desc & IRA/HSA Post Codes.

1. Launch Tool #1 Teller Line Posting.

2. Input your employee ID and password at the top of the initial Teller Processing screen.

3. Click the Transaction Desc button at the bottom of the screen.

4. Input the account number in the Update Trans Description pop-up.  

5. Click the forward arrow.

6. Select the sub-account of the transaction on the first Transaction Process Setup screen.

7. Click Select.

8. Select the transaction from the list on the second Transaction Process Setup screen.

9. Click Description/Statement.

10. Make the desired change on the third Transaction Process Setup screen.

    • You can change the transaction description by entering a new description in the Description field.

    • You can change or add a secondary transaction description by entering the desired description in the Secondary description field.

    • If you'd like, you can block the transaction from appearing on the member's online or printed statement (i.e. for transaction reversals or account adjustments). To do so, click Suppress from statement. If using this option, be careful that you understand how suppressing a transaction from a statement will affect the running balance totals shown for the account. Learn more.

11. Click Update.

Learn More

Learn more about updating transaction descriptions.