DOCUMENTS & TRAINING

Click on any of the links below to be taken to the appropriate document.

IMAGES PICTURE DATABASE PROGRAM      10/25/2007  

JULY 2007

  1. CHANGES, UPGRADES, NEW FEATURES
  2. NEWS & ANNOUNCEMENTS FROM ERS

 

 

NEW DOCUMENTATION     

  1. TRANSACTION CODE EXCEL SPREADSHEET       05/29/2007
  2. CHECK HOLDS IN CREDIT UNION   12/26/2006   
  3. SHARED BRANCH CHECK HOLDS     revised 07/23/2007    
  4. CHANGES TO MONTHLY TRANSMISSION FEES   01/01/07
  5. DORMANT ACCOUNT OVERVIEW          05/31/2007
  6. MIRROR BACKUP      12-29-2009

REAL TIME ATM

  1. BALANCING REAL TIME ATM TRANSACTIONS       revised 03/22/07
  2. REAL TIME ATM PRE-AUTHORIZED HOLDS           05/30/07
  3. ATM MACHINES AND CASH PROCEDURES                  09/06/2007

CLOSED MEMBER ACCOUNTS

  1. CLOSED ACCOUNT LOGIC       10/03/06

MEMBER ACCOUNTS - SUB ACCOUNTS AND CROSS REFERENCE

  1. SUB-ACCOUNTS OVERVIEW   10/24/06
  2. CROSS REFERENCE ACCOUNTS OVERVIEW    10/29/06

ERS-CONNECT

  1. ERS-CONNECT OVERVIEW            9/18/06
  2. ERS-CONNECT USER GUIDE       2/08/2007

EZ-Find

  1. EZFind Overview                             5/24/2007

CREDIT BUREAU REPORTING

SECURE PASSWORD - SETTING UP AND USING THE NEW PASSWORD SETUP

  1. SECURE PASSWORD OVERVIEW  
  2. SETTING UP PASSWORDS
  3. LOGGING ONTO LINUX  (LINUX SECURE LOGIN)
  4. LOCKING YOUR TERMINAL

EZ-TERM

  1. INSTALLING EZ-Term
  2. USING EZ-MEMO
  3. USING EZ-PANIC
  4. EZ-Term FEATURES
  5. EZ-Term SETUP
  6. TROUBLESHOOTING EZ-Term   

PROGRAM FEATURES

  1. HSA (Health Savings) ACCOUNTS
  2. EXCEL VIEWER
  3. YEAR END CHECKOFF LIST
  4. ACH PAYROLL NO SPLITS OPTION           4/14/06
  5. COURTESY PAY (OVERDRAFT) FEE           7/31/06
  6. SHARE TYPE PARAMETERS (Prog #5 Opt G)    7/17/06
  7. CLOSING AND REOPENING SHARE TYPES   7/27/06

WEEK-END/MONTH-END REPORTS

  1. MONTH-END SHARE & LOAN REPORTS OVERVIEW   10/03
  2. SHARE AND LOAN LISTING     10/03/06
  3. SUB-ACCOUNTS     10/24/06
  4. CROSS-REFERENCE CHECKING    10/29/06
  5. CHARGED OFF ACOUNTS
  6. NEW ACOUNT NUMBERS
  7. ZERO BALANCE ACCOUNTS
  8. PERMANENT ACCOUNTS
  9. PRIOR CLOSED ACCOUNTS
  10. ACCUMULATOR ACCOUNTS
  11. EXTRA PAYROLL ACCOUNTS
  12. EXTRA ADDRESS ACCOUNTS
  13. BUSINESS ACCOUNTS
  14. BRANCH ACCOUNTING SUMMARY

SYBIL BOARD

  1. NEW SYBIL FOR LINUX            7/13/06