Issue Miscellaneous Receipt via Phone Operator

These steps explain how to issue a miscellaneous receipt in Phone Operator.

• If an eReceipt appears after posting the transaction, have the member sign the signature pad. Then print and save the receipt.

1. Launch Phone Operator by clicking the phone icon at the top of your CU*BASE home screen.

2. Enter the account number.

3. Click the forward arrow.

   • You may need to click the forward arrow again to move past the Member Account Comments pop-up and any other pop-ups that may appear.

4. Select the sub-account from which you want to transfer funds.

5. Click Misc Rcpts.

6. On the Miscellaneous Receipts pop-up:

   • Enter the amount of the miscellaneous receipt.

   • Use the lookup to select a miscellaneous receipt posting code.

   • Change the description, if desired.

7. Click Post.