blog

Blog

Today’s Tip: To access the archived files, go to the appropriate folder (YYMM) in the bottom browse to see the statement files. Right click for options to print, view, or remove files from the archive.

To apply privacy settings to sensitive reports to, go to Admin Workspace –> Application Controls –> Report Masters.  The option to add security can be accessed by right clicking on any report master and choosing Properties – Report Viewing Security.

To change the dividend rate for an entire period, go to the Administration Workspace, select Share Products, and then select the deposit type that needs changed. Make sure the Div-Recalculate field is set to Re-calc in order to recalculate dividends at the new rate for the entire period.

When a certificate is closed during the grace period and you do not wish to pay dividends to the member for those few days, the CA-Close Account transaction should be effective dated for the date the certificate matured on. This will properly handle the accruals and avoid the application of early withdrawal penalties.  If you want to waive the early withdrawal penalty and pay dividends during the grace period, it is important that the proper options are set on the Dividend / Penalty Update Screen. Mark both the option to Pay Thru Effective Date and Pay Dividends.  Given no effective date on the transaction, the system will calculate an EWD Penalty. The EWD Penalty will need to be cleared manually.