Working with VIEW Datamatic All rights reserved.

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Kimberly Fowler
5 years ago
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1 Working with VIEW Datamatic cannot accept any responsibility, financial or otherwise, for any consequences arising out of the use of this material. The information contained herein is subject to change. Revisions may be issued to advise of such changes or additions. The information and techniques contained in this document are the property of Datamatic and may not be disclosed in total or in part without the written permission of Datamatic. Page Datamatic All rights reserved.

2 Working with VIEW Table of Contents TABLE OF CONTENTS Datamatic VIEW... 4 Overview... 4 Ribbon... 5 Action... 6 Home... 6 Print Up One Level... 7 Add... 7 Delete... 7 Membership... 8 Search... 8 Inquiry... 9 Lending Member Back Office Accounting Operations System Settings Teller Tasks Reports Tools Help About View Quick Reference Topics Back Office Status Bar Shortcut Keys Member Overview Ribbon Action Print Documents D a t a m a t I c Version 7.0 Preview Page 2

3 Working with VIEW Table of Contents Adverse Action Certificate Membership Other Inquiry Lending Add Share Calculators Transactions Transfer Check Issue Money Order More Picture ID Serving Snapshot Summary Folders Folder Toolbar Folder Detail Toolbar Transactions Panes - Cash Transaction / Non-Cash Status Bar Shortcut Keys D a t a m a t I c Version 7.0 Preview Page 3

4 DATAMATIC VIEW Datamatic VIEW Overview Overview The Datamatic View Screen has three sections: Top section with icons is called the Ribbon Middle section that contains content is called the Display Right Side panel called Back Office is transaction panel which is dependent on teller security Bottom section that contains the Credit Union Name, Teller Name and Number, and date is the Status Bar Note Transaction Panel can be expanded to access the Back Office or collapsed as shown above. D a t a m a t I c Version 7.0 Preview Page 4

5 Datamatic VIEW Ribbon Ribbon The Datamatic VIEW ribbon contains four ribbon groups: Action Membership Back Office Help User Tip The Print, Accounting, and Reports buttons above are split menu buttons. Split Menu s have two parts. The top half of the button is clickable and the bottom half displays a drop-down menu. The first item in the drop-down menu is the same as the top half of the button. D a t a m a t I c Version 7.0 Preview Page 5

6 Datamatic VIEW Action Action Home Closes main window and displays home screen Print Split Menu (top) click will print the display section Split Menu (bottom) displays Print Selections button is disabled in the Home view. D a t a m a t I c Version 7.0 Preview Page 6

7 Datamatic VIEW Action Up One Level Up One Level button state depends on section that is displayed Add Add button state depends on section that is displayed Delete Delete button state depends on section that is displayed D a t a m a t I c Version 7.0 Preview Page 7

8 Datamatic VIEW Membership Membership Search Displays member search, results, and recently viewed members. User Tip Find Who Search Options Member Number SSN (full or last 4) Last Name (full or partial) Last Name, First name (full or partial names) Business Name (full or partial) Primary Phone (Home/Business/Cell) Card (ATM/Debit/Credit) Look In Member (default) Member (include closed) Limit to Primary Limit to Joint Name Limit to Comaker Name Limit to Alternate Lookup Displays only open Members Displays both open and closed Members Displays on Primary Names Displays on Joint Names Displays on Comaker Names Displays Alternate Lookup Names D a t a m a t I c Version 7.0 Preview Page 8

9 Datamatic VIEW Membership Inquiry Menu drop down displays Inquiry and Audit Menus Inquiry Menu Audit Menu D a t a m a t I c Version 7.0 Preview Page 9

10 Datamatic VIEW Membership Lending Split Menu (top) click will the display Pending Loans Split Menu button (bottom) down displays Lending Functions D a t a m a t I c Version 7.0 Preview Page 10

11 Datamatic VIEW Membership Member Menu button drop down displays Member Functions D a t a m a t I c Version 7.0 Preview Page 11

with Back Office Transactions General Ledger

12 Datamatic VIEW Back Office Back Office Accounting Split Menu (top) displays General Ledger Section with Back Office Transactions General Ledger Section D a t a m a t I c Version 7.0 Preview Page 12

13 Datamatic VIEW Back Office Split Menu (drop down) displays Accounting Functions D a t a m a t I c Version 7.0 Preview Page 13

14 Datamatic VIEW Back Office Operations Displays Operations Menu D a t a m a t I c Version 7.0 Preview Page 14

15 Datamatic VIEW Back Office System Settings Displays System Settings Menu D a t a m a t I c Version 7.0 Preview Page 15

16 Datamatic VIEW Back Office Teller Tasks displays Teller Tasks D a t a m a t I c Version 7.0 Preview Page 16

17 Datamatic VIEW Back Office Reports Split Menu (top) displays Current Reports Split Menu (drop down) displays Reports Menu D a t a m a t I c Version 7.0 Preview Page 17

18 Datamatic VIEW Back Office Tools displays Tools Menu D a t a m a t I c Version 7.0 Preview Page 18

19 Datamatic VIEW Help Help About View displays VIEW and Station Information D a t a m a t I c Version 7.0 Preview Page 19

20 Datamatic VIEW Help Quick Reference links to VIEW Documentation Topics Definition links to Utilities that can be downloaded such as print drivers for receipt printers. D a t a m a t I c Version 7.0 Preview Page 20

21 Datamatic VIEW Transactions Pane Back Office Collapses the Transaction Pane Expands the Transaction Pane Status Bar D a t a m a t I c Version 7.0 Preview Page 21

22 Datamatic VIEW Shortcut Keys Shortcut Keys Shortcut Key Ctrl + A Ctrl + B Ctrl + D Ctrl + E Ctrl + F Ctrl + G Ctrl + H Ctrl + M Ctrl + O Ctrl + R Ctrl + S Alt + P Alt + I Alt + L Alt + M Alt + A Alt + S Alt + K Alt + R Alt + T Insert F5 Add Transaction Bulletin Current Day Reports Back Office Add Funds (Check Issue) General Ledger History Inquiry Member Search Operations Recent Activity Inquiry Post Transaction Ribbon Print Menu Ribbon Inquiry Menu Ribbon Lending Menu Ribbon Member Menu Ribbon Accounting Menu Ribbon System Settings Ribbon Teller Tasks Ribbon Reports Menu Ribbon Tools Menu Add Refresh D a t a m a t I c Version 7.0 Preview Page 22

Summary Transaction Panel which displays Cash Transactions / Non-Cash (ability

23 MEMBER Member Overview Overview Member has seven sections: Ribbon Mandatory / Informational Message Section (displays only if a message is present) Snapshot Summary Transaction Panel which displays Cash Transactions / Non-Cash (ability to collapse and expand) Folders Status bar D a t a m a t I c Version 7.0 Preview Page 23

24 Member Ribbon Ribbon The Member ribbon contains six ribbon Groups: Action Documents Other Transactions Picture ID Serving User Tip Member Number and Name are display in the title bar. D a t a m a t I c Version 7.0 Preview Page 24

25 Member Action Action Print Split (top) prints content in the Summary section Split (bottom) displays Print Selections Option Print (varies) Envelope Balance Information Last Receipt Laser Documents PDF Documents Folders (varies) Snapshot Prints content that is in the main view Launches the Print Envelope Wizard Prints balance information on a thermal receipt printer for a specific suffix Prints a duplicate receipt for the last transaction processed Prints selected background for a laser document on the system Prints selected blank PDF document on the system Prints content that is in the folder view Prints content that is in the Snapshot D a t a m a t I c Version 7.0 Preview Page 25

26 Member Action Split (top) s content in the summary section Split (bottom) displays selections Option Print (varies) Folders (varies) Snapshot Generates an with content that is in the main view Generates an with content that is in the folder view Generates an with content that is in the Snapshot D a t a m a t I c Version 7.0 Preview Page 26

27 Documents Member Documents Adverse Action Launches the Adverse Action Wizard Certificate Launches Print Certificate Wizard Membership Launches Membership Agreement D a t a m a t I c Version 7.0 Preview Page 27

28 Other Member Other Inquiry Menu drop down displays Inquiry and Audit Menus Inquiry Menu Audit Menu D a t a m a t I c Version 7.0 Preview Page 28

29 Member Other Audit Inquiry Definitions Option Audit ACH Warehouse Draft Clearing History Internet Banking IRA Totals Miscellaneous Name Information Payroll and ACH Recent Activity Collateral Collection s Loan Payoff Loan Processing Payment Change History VIN Previous Year to Date Year to Date Displays the Audit Menu Launches ACH Warehouse Inquiry Launches Draft Clearing Inquiry Launches History Inquiry Launches Internet Banking Inquiry Launches IRA Totals Inquiry Launches Miscellaneous Inquiry Launches Name Information Inquiry Launches Payroll and ACH Inquiry Launches Resent Activity Inquiry Launches Collateral Inquiry Launches Collection s Inquiry Launches Loan Payoff Inquiry Launches Loan Processing Inquiry Launches Payment Change History Inquiry Launches VIN Inquiry Launches Previous Year to Date Inquiry Launches Year to Date Inquiry D a t a m a t I c Version 7.0 Preview Page 29

30 Audit Inquiry Definitions Option ACH Origination Automatic Transfer Cards Collateral Collection Credit Report Cross Reference Hold Member Name and Address Payroll and ACH Safe Deposit Box Stop Payment ACH Stop Payment Draft Suffix Warning Message Member Other Displays ACH Origination Audit Inquiry Displays Automatic Transfer Audit Inquiry Displays Cards Audit Inquiry Displays Collateral Audit Inquiry Displays Collection Audit Inquiry Displays Credit Report Audit Inquiry Displays Cross Reference Audit Inquiry Displays Hold Audit Inquiry Displays Member Audit Inquiry Displays Name and Address Audit Inquiry Displays Payroll and ACH Audit Inquiry Displays Safe Deposit Box Audit Inquiry Displays Stop Payment - ACH Audit Inquiry Displays Stop Payment - Draft Audit Inquiry Displays Suffix Audit Inquiry Displays Warning Message Audit Inquiry D a t a m a t I c Version 7.0 Preview Page 30

31 Lending Member Other Menu drop down displays Lending Menu Option Add Loan Loan Calculator Insurance Refund Calculator Change Line of Credit Debt Protection Election Extension Notice of Right to Cancel Open End Pan Skip Payment Subsequent Action Search for Application Search for Credit Bureau Launches Add Loan Wizard Launches Loan Calculator Launches Insurance Refund Calculator Launches Change Line of Credit Wizard Launches Debt Protection Election Wizard Launches Loan Extension Wizard Launches Notice of Right to Cancel Wizard Launches Open End Plan Wizard Launches Skip Payment Wizard Launches Subsequent Action Wizard Launches Search for Application Launches Search for Credit Bureau D a t a m a t I c Version 7.0 Preview Page 31

32 Add Share Member Other Launches Add Share Wizard Calculators Menu drop down displays Tools Menu Option Loan Loan Insurance Refund Average Balance Certificate APY Certificate Future Value Interest Savings APY Savings Future Value Check Digit Launches Loan Calculator Launches Loan Insurance Refund Calculator Launches Average Balance Calculator Launches Certificate APY Calculator Launches Certificate Future Value Calculator Launches Interest Calculator Launches Savings APY Calculator Launches Savings Future Value Calculator Launches Check Digit Calculator D a t a m a t I c Version 7.0 Preview Page 32

33 Tools Member Other Menu drop down displays Tools Menu Option Set Internet Banking Password Set Voice Pin Certificate Renewal Change Share Type Check Encoding OFAC Scan Order Checks Purge Account Customize Summary Launches Internet Banking Password Wizard Launches Set Voice Pin Wizard Launches Certificate Renewal Wizard Launches Change Share Type Wizard Launches Check Encoding Form Launches OFAC Scan Screen Launches Order Checks Wizard Launches Purge Account Wizard Launch screen to customize summary columns D a t a m a t I c Version 7.0 Preview Page 33

34 Transactions Member Transactions Transfer Launches Transfer Wizard Check Issue Launches Check Issue Wizard Money Order Launches Money Order Wizard D a t a m a t I c Version 7.0 Preview Page 34

35 More Member Transactions Menu button displays more transactions wizards Option Account Closeout Ira Disbursal Loan Disbursal Manual Dividends Safe Deposit Box Payment Travelers Checks Reverse Transaction Launches Account Closeout Wizard Launches Ira Disbursal Wizard Launches Loan Disbursal Wizard Launches Manual Dividends Wizard Launches Safe Deposit Box Payment Wizard Launches Travelers Checks Wizard Launches Reverse Transaction Wizard D a t a m a t I c Version 7.0 Preview Page 35

Picture ID Member Picture ID Displays current Picture ID thumbnail. Displays expired Picture ID thumbnail when expiration date is before credit union date.

36 Picture ID Member Picture ID Displays current Picture ID thumbnail. Displays expired Picture ID thumbnail when expiration date is before credit union date. Displays Add icon if there is no Picture ID on file. launches the name and address form for the user to add the Picture ID. User Tip Double clicking on the picture ID will display the picture at a larger size. D a t a m a t I c Version 7.0 Preview Page 36

37 Serving Member Serving Displays the member name the user is serving. Name types other than Primary will display the Name Type description or the Officer Title after the name. launches the Name and Address Form. D a t a m a t I c Version 7.0 Preview Page 37

Snapshot Member Snapshot The first items to display in the snapshot are any flagged items that may pertain to the member. The second section varies on the member information setup.

38 Snapshot Member Snapshot The first items to display in the snapshot are any flagged items that may pertain to the member. The second section varies on the member information setup. Field Entity Member Class Member Code Action Displays in Snapshot if value other than (none) Displays in Snapshot if value other than (none) Displays in Snapshot if value other than (none) The third group displays up to 10 services the member may or may not have based on the Member Snapshot setup followed by Total on Deposit and Total Loans. D a t a m a t I c Version 7.0 Preview Page 38

39 Member Snapshot User Tip Flagged items: Charged Off Sar Level Collections Deceased Message Member has no open suffixes Indicates member has the service. No checkmark indicates member does NOT have the service. Discretionary data values will be displayed in [] brackets. D a t a m a t I c Version 7.0 Preview Page 39

40 Summary Member Summary User Tip To Display a suffix inquiry, double-click on the suffix in the Summary section. Right Click menus are available on each suffix. D a t a m a t I c Version 7.0 Preview Page 40

41 Folders Member Folders The Folders section displays Member Folders based on the following criteria. Folder Description Always Displays Security Access Needed to Display Only Displays if information exists Optional Software ACH Origination Automatic Transfers Cards Check and Debit Holds Collateral Tracking Collections Cross Reference Document Images Internet Banking Member Information Notes Names Payroll and ACH Splits Pending Loans Safe Deposit Boxes Statements Stop Payments Tasks Warning Messages D a t a m a t I c Version 7.0 Preview Page 41

42 Member Folders Note s may appear in the comment column next to the folder if relevant. User Tip Folder Heading will change to the current folder when user double clicks the folder to display detail. Toolbar strip is displayed in Folder Heading based on user security. Right click menus are available on all folders. D a t a m a t I c Version 7.0 Preview Page 42

43 Folder Toolbar Member Folders Add drop down menu allows user to add folders to the list below Folder Detail Toolbar Add button state depends on section that is displayed Add button state depends on section that is displayed Remove button state depends on section that is displayed D a t a m a t I c Version 7.0 Preview Page 43

44 Member Transaction Panes Transactions Panes - Cash Transaction / Non-Cash Collapses the Transaction Pane Expands the Transaction Pane Arrow down switches between Cash and Non Cash Transactions Screens D a t a m a t I c Version 7.0 Preview Page 44

45 Member Transaction Panes Status Bar User Tip Ctrl + A launches the Add Transaction Wizard Ctrl + E Back Office Transaction Pane Displays Ctrl + F launches Funds or Check Issue Click Ctrl + S Post the Transaction D a t a m a t I c Version 7.0 Preview Page 45

46 Member Shortcut Keys Shortcut Keys Shortcut Key Ctrl + A Add Transaction Ctrl + E Non-Cash Transactions Ctrl + F Add Funds (Cash, Checks & Cash Requested) Ctrl + H History Inquiry Ctrl + K Check Issue Wizard Ctrl + N Money Order Wizard Ctrl + R Recent Activity Inquiry Ctrl + S Post Transaction Ctrl + T Transfer Funds Wizard Alt + E Ribbon Menu Alt + I Ribbon Inquiry Menu Alt + M Ribbon More Menu Alt + P Ribbon Print Menu Alt + T Ribbon Tools Menu Insert Add + Tab key in transaction F5 Refresh D a t a m a t I c Version 7.0 Preview Page 46

47 VIEW Main Ribbon Notes Notes D a t a m a t I c Version 7.0 Preview Page 47

Working with VIEW. Page 1

Working with VIEW. Page 1 Working with VIEW Datamatic cannot accept any responsibility, financial or otherwise, for any consequences arising out of the use of this material. The information contained herein is subject to change.