Working with VIEW. Page 1

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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 Datamatic All rights reserved. Page 1

2 TABLE OF CONTENTS Working with VIEW 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 Task Reports Tools Help About View Quick Reference Topics Back Office Panel Status Bar Shortcut Keys Member Overview Ribbon Action Print Documents Adverse Action Certificate Membership Other Inquiry Lending Add Share Calculators Tools Transactions Transfer D a t a m a t I c VIEW 7.0 Page 2

3 Working with VIEW Table of Contents Check Issue Money Order More Picture ID Serving Snapshot Summary Folders Folder Toolbar Folder Detail Toolbar Transactions Panels Cash Transaction / Non-Cash Status Bar Shortcut Keys D a t a m a t I c VIEW 7.0 Page 3

4 Datamatic VIEW Overview DATAMATIC VIEW 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 show above. D a t a m a t I c VIEW 7.0 Page 4

5 Ribbon Datamatic VIEW 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 VIEW 7.0 Page 5

6 Action Datamatic VIEW 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 launches Microsoft Outlook and fills the body of the with information listed in the Display section. Home screen will display a blank message. D a t a m a t I c VIEW 7.0 Page 6

7 Up One Level Datamatic VIEW Action Up One Level button state depends on section that is displayed Add Add button state depends on section that is displayed. Allows user to add items. Delete Delete button state depends on section that is displayed. Allows user to delete items. D a t a m a t I c VIEW 7.0 Page 7

8 Membership Datamatic VIEW Membership Search Definition 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) Field Look In Filter Selections Member (default) Member (include closed) Limit to Primary Limit to Joint Name Limit to Comaker Name Limit to Alternate Lookup D a t a m a t I c VIEW 7.0 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 VIEW 7.0 Page 9

10 Lending Datamatic VIEW Membership 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 VIEW 7.0 Page 10

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

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

13 Operations Datamatic VIEW Back Office Displays Operations Menu D a t a m a t I c VIEW 7.0 Page 13

14 System Settings Datamatic VIEW Back Office Displays System Settings D a t a m a t I c VIEW 7.0 Page 14

15 Teller Task Datamatic VIEW Back Office displays Teller Tasks D a t a m a t I c VIEW 7.0 Page 15

16 Reports Datamatic VIEW Back Office Split Menu (top) displays Current Reports Split Menu (drop down) displays Reports Menu D a t a m a t I c VIEW 7.0 Page 16

17 Tools Datamatic VIEW Back Office displays Tools Menu D a t a m a t I c VIEW 7.0 Page 17

18 Help Datamatic VIEW Help About View displays VIEW and Station Information D a t a m a t I c VIEW 7.0 Page 18

19 Datamatic VIEW Help Quick Reference links to VIEW Documentation Topics links to Utilities that can be downloaded such as print drivers for receipt printers. D a t a m a t I c VIEW 7.0 Page 19

20 Back Office Panel Datamatic VIEW Back Office Panel Collapses the Transaction Pane Expands the Transaction Pane Status Bar D a t a m a t I c VIEW 7.0 Page 20

21 Shortcut Keys Datamatic VIEW 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 + A Alt + I Alt + K Alt + L Alt + M Alt + P Alt + R Alt + T Insert F5 Add Transaction Bulletin Current Day Reports Back Office Add Check Issue General Ledger History Inquiry Member Search Operations Recent Activity Inquiry Post Transaction Ribbon Accounting Menu Ribbon Inquiry Menu Ribbon Teller Task Ribbon Lending Menu Ribbon Member Menu Ribbon Print Menu Ribbon Reports Menu Ribbon Tools Menu Launches an Add window dependent on cursor focus Refresh D a t a m a t I c VIEW 7.0 Page 21

22 Member Overview MEMBER 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 VIEW 7.0 Page 22

23 Ribbon Member 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 VIEW 7.0 Page 23

24 Action Member Action Print Split (top) prints content in the Summary section Split (bottom) displays Print Selections Print Menu Definition 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 VIEW 7.0 Page 24

25 Member Action Split (top) s content in the summary section Split (bottom) displays selections Menu Definition 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 VIEW 7.0 Page 25

26 Documents Member Documents Adverse Action Launches the Adverse Action Wizard Certificate Launches Print Certificate Wizard Membership Launches Membership Documents D a t a m a t I c VIEW 7.0 Page 26

27 Other Inquiry Menu drop down displays Inquiry and Audit Menus Inquiry Menu Audit Menu Member Other D a t a m a t I c VIEW 7.0 Page 27

28 Inquiry Menu Definition 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 Member Other Audit Inquiry Menu Definition 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 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 VIEW 7.0 Page 28

29 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 Add Share Definition Launches Add Share Wizard D a t a m a t I c VIEW 7.0 Page 29

30 Calculators Member Other Menu drop down displays Tools Menu Calculators Menu Definition 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 VIEW 7.0 Page 30

31 Member Other Tools Menu drop down displays Tools Menu Tool Menu Definition Option Certificate Renewal OFAC Scan Order Credit Report Check Encoding Order Checks Set Internet Banking Password Set Voice Pin Change Share Type Purge Account Customize Summary Launches Certificate Renewal Wizard Launches OFAC Scan Screen Launches the Order Credit Report Screen Launches Check Encoding Form Launches Order Checks Wizard Launches Internet Banking Password Wizard Launches Set Voice Pin Wizard Launches Change Share Type Wizard Launches Purge Account Wizard Launches screen to customize summary columns D a t a m a t I c VIEW 7.0 Page 31

32 Transactions Member Transactions Transfer Definition Launches Transfer Wizard Check Issue Launches Check Issue Wizard Money Order Launches Money Order Wizard D a t a m a t I c VIEW 7.0 Page 32

33 More Member Transactions Menu button displays more transactions wizards More Menu Definition 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 VIEW 7.0 Page 33

34 Picture ID Member Serving Definition 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 VIEW 7.0 Page 34

35 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 VIEW 7.0 Page 35

36 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 base on the Member Snapshot setup followed by Total on Deposit and Total Loans. 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 VIEW 7.0 Page 36

37 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 VIEW 7.0 Page 37

38 Folders Member Folders The Folders section displays Member Folders based on the following criteria. Folder Description Always Security Access Only Displays if information Optional Displays Needed to Display exists 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 VIEW 7.0 Page 38

39 Member Folders Note s may appear in the comment column next to the folder if relevant. Folder Toolbar 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 Add drop down menu allows user to add folders to the list below D a t a m a t I c VIEW 7.0 Page 39

40 Folder Detail Toolbar Member Folders Up One Level Add button state depends on section that is displayed Add Add button state depends on section that is displayed Delete Remove button state depends on section that is displayed D a t a m a t I c VIEW 7.0 Page 40

41 Transactions Panels Member Transaction Panels Cash Transaction / Non-Cash Collapses the Transaction Pane Expands the Transaction Pane Arrow down switches between Cash and Non Cash Transactions Screens 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 VIEW 7.0 Page 41

42 Status Bar Member Status Bar D a t a m a t I c VIEW 7.0 Page 42

43 Shortcut Keys Member 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 + P Ribbon Print Menu Alt + E Ribbon Menu Alt + I Ribbon Inquiry Menu Alt + T Ribbon Tools Menu Alt + M Ribbon More Menu Insert Insert Key will launch Add screen which is dependent on cursor focus + Tab key in transaction F5 Refresh D a t a m a t I c VIEW 7.0 Page 43