Allow Member to View Cancelled Checks in Online Banking
These steps explain how to give a member the ability to view cancelled checks in online banking for one of his/her accounts.
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These steps apply to credit unions that offer members the service of viewing cancelled checks in online banking.
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In order to complete these steps, PIB must first be activated for your credit union. Please contact a CU*Answers client service representative for assistance with activating PIB for your credit union.
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Launch Tool #14 Member Personal Banker.
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Enter the member's account number in the Account Base field on the Member Personal Banker pop-up.
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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 Reminders pop-up.
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Click the Go! button beside Personal Internet Branch (enroll or change PIB settings) on the Member Personal Banker screen.
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Click the forward arrow to move past the Email Address Maintenance pop-up.
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Click the forward arrow again to move past the first Configure PIB Profile (Update) screen.
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Check the View cancelled checks box under the Feature/Transaction heading on the second Configure PIB Profile (Update) screen.
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Click the forward arrow.
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Click Apply & Send on the PIB Profile Confirmation - Update pop-up.