Guide to Chargeback Items

Transcription

1 Guide to Click on Item Processing Item Processing Click on Image Capture edesk Chargebacks and Research NOTE: Internet Explorer will now open a new browser window and/or tab. If you have pop-ups blocked you will need to enable pop-ups from the httsp://premierview.alloyacorp.org web site. ACCESSING EDESK FOR THE FIRST TIME The first time you access the edesk Administration site you will need to install edesk Certificate. Note: Your computer needs to have Microsoft.NET version 3.5 or higher installed. Go into the Add/Remove Programs module of your computers Control Panel to verify what version of Microsoft.NET it has installed. If you need a new version of Microsoft.NET please click here: 96 and then click on the orange DOWNLOAD button. Then follow the on screen instructions to install Microsoft.NET. Once you have the correct version of Microsoft.NET install you may continue. Member Training 01/28/2015 1

2 Click on vsoft Certificate Click on Install If you are installing this on a computer running Windows 7, please see the Security Certificate Install Instructions for Windows 7 located on the Help page within Premier View. Click Run Click Next Member Training 01/28/2015 2

3 Click Install Click Finish Member Training 01/28/2015 3

4 NOTIFICATIONS Alloya processes multiple s throughout the day regarding your chargeback items. These s will come from #1 - Notification that items are ready to be reviewed (Sent out as soon as chargebacks are available for review) #2 - Notification prior to cutoff if items have not been reviewed (Sent out one hour prior to cutoff) #3 - Notification after cut off that items were not reviewed and were automatically processed (Sent out after cut off) Note: The wording of the examples above are subject to change. Member Training 01/28/2015 4

5 REDEPOSIT DECISIONS Click Operations Click CU Item Review and Decisions Notes: 1. If a user does not close out of the Review and Decisions screen or is inactive for 15 minutes, the session will time out and the module will be locked out for all users at the credit union. If your module becomes locked out please contact Alloya s Members Services Department for assistance. 2. The Review and Decisions module only allows one user at a time to view the images. If two users are in the module at the same time the second user will receive the No items Available message. Member Training 01/28/2015 5

6 This screen lists items for you to review and make redeposit decisions. Toggle between Un-Reviewed and All Cutoff Time (Eastern Time) Electronic Endorsement Button The > next to the item is the item being displayed Other options next to the check image: Zoom in Zoom out Rotate Flip Restore Invert Archive Match (the number of times an item has been re-deposited not including today. NOTE: If your credit union is using automatic re-deposit rules, items will be re-deposited automatically and could become stuck in a loop. Your credit union will need to closely watch the number of times an item has been re-deposited and change the status from redeposit to chargeback after the first redeposit. Member Training 01/28/2015 6

7 Determine if the Status of each item should be Chargeback or Redeposit. Change the status by clicking on the Status drop down box as shown below. As you click on each item to review, the item will be changed from Un-Reviewed to Reviewed. NOTES: 1. If there is only one Chargeback Item to review, please click in the first field of the items, MICR information, and continue to hit enter until you have gone through each of the fields. Once this is done, the system will then confirm that the item has been review. 2. For items with a status of Chargeback you must print your IRD. Alloya has discontinued the process of mailing IRDs. Member Training 01/28/2015 7

8 PRINTING IRDS Print IRDs by clicking on the IRD button located at the bottom of the screen. Select the items to be printed by clicking on the selection box. NOTE: To print Substitute Checks for the Chargeback, a printer must be programmed and formatted to print on forward IRD paper (1UP or 3UP) with micrtoner ink. If you are using 1UP paper, you must select the items one at a time for printing. To print a Photocopy in Lieu of normal ink and paper can be used. Select Substitute Check or Photocopy in Lieu from the dropdown box. Member Training 01/28/2015 8

9 Click Print Choose your Printer and Tray if necessary. Click OK Click Close when finished printing Click Yes Member Training 01/28/2015 9

10 PRINT OR SAVE THE DAILY REPORT Click Report Click Open to open the PDF file Or Click Save to save the file to your computer or a network drive. Member Training 01/28/