The Issues Register allows you to view a history of the issues sent to the financial institution a bank, thrift, or credit union for a selected account. By default, the system initially displays 500 records. You can search for and display issues records from up to 180 days in the past.
To display the Issues Register screen:
· Choose the Issues Register option on the Account Services menu. The Issues Register screen appears.
1. Select the appropriate account from the Account Number drop-down list.
2. Enter a date range to search within and click Submit or
3. Search for a specific issue by selecting Check Number, Issue Amount, Issue Date or Payee from the Search for: dropdown list, then enter a Value to search for and click Submit. The information matching the criteria entered will be displayed.
Note: You can view the detail for a line item by clicking the magnifying glass icon in the Detail column. You can also export the information displayed on screen to a comma-delimited file by clicking the Export button. You will be prompted to save the file to disk, choose a location, and specify the file name for the exported data.
The Issues Register allows you to view a history of the issues for a selected account. You will be able to input issues, upload issues, and view Outstanding Items, Paid Items, Stale Items and Deleted Items. Exceptions are displayed on the register, but are processed outside the Business Banking application. By default, the system initially displays 500 records. You can search for and display issues records from up to 180 days in the past.
To display the Issues Register screen:
· Choose the Issues Register option on the Account Services menu. The Issues Register screen appears.
1. Select the appropriate account from the Account Number drop-down list.
2. Filter the issues displayed by using the Filter Issues by Status section of the screen. Check the checkboxes for the exceptions and status to display and click submit.
3. Enter a date range to search within and click Submit or
4. Search for a specific issue by selecting Check Number, Issue Amount, Issue Date or Payee from the Search for: dropdown list, then enter a Value to search for and click Submit. The information matching the criteria entered will be displayed.
Note: You can export the information displayed on screen to a comma-delimited file by clicking the Export button. You will be prompted to save the file to disk, choose a location, and specify the file name for the exported data.