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Be sure to save Results reports on the Sharetec server instead of on a PC because you have assurance that your Sharetec server is backed up regularly.

Cheat sheet for adding stop payments:

1. If the member knows the site id or name of where the item is coming from, mark ACH box, then fill in either or both boxes.

2. If the member doesn’t know the site id or the name for sure, mark the Validate Amount box instead of the ACH box.

3. If the item has cleared previously, change the status on the ACH/Payroll tab from “Active” to “Stop Payment”.

Would you like to decrease your expenses each month?

Offer your members a more efficient, faster and environmentally friendly way to receive their financial information, and in return you will save BIG money.

With Sharetec’s eNotices, members have easy access to notices, letters and other correspondence related to their account. Not only will they get information faster through eNotices than they would through traditional mail, your credit union can save big money on postage expenses, as well as additional savings from envelopes, paper, ink, folding and staff time.

Click here to read more.

 

“Jump” around in Sharetec using the “Jump To” drop down menu option. This feature allows you to use your keyword to search within a Workspace, Menu, or Action for any function that is available in Sharetec. To use it, go to Tools then Options at the top of any screen.

If a member needs to be looked up using an ATM card number, mark the ATM box and type * in the search area. Then enter the last few numbers of the ATM/Debit card and click search.