DataNavigator Transaction: Co-op

SESSION OVERVIEW Information covered in DataNavigator Transaction Research includes: Logging into DataNavigator Navigating in DataNavigator Searching & Identifying Transaction Detail Customizing Views and Grids Features, Preferences and Help INTENDED AUDIENCE This session is recommended for credit union employees in a Card Services Department, as well as front line staff with member contact and those responsible […]

Online Microfiche

SESSION OVERVIEW Online Microfiche is the application used to access your daily, weekly and monthly reports in an electronic format. This is especially helpful when researching reports that your credit union has elected not to include in your regular distribution. Online Microfiche reports may be viewed online, printed to a local printer or downloaded to […]

DataNavigator Devices: Co-op

SESSION OVERVIEW Information covered during the DataNavigator Devices training session includes: Logging into DataNavigator Obtaining Current Cash Totals Looking up Current Device Status Performing a Device History Search Reviewing Gasper Reports The Current Cash Totals section provides you with valuable information regarding the cash position of your ATMs. Current Cash Totals can decrease the amount […]

Daily Terminal Reports

SESSION OVERVIEW Reports containing terminal information are generated on a daily basis. The information provided in these reports is used to assist in troubleshooting and tracing each transaction to a specific end point. Reports covered during the Daily Terminal Reports training session include: Terminal Activity Terminal Cash Balance Acquirer Adjustment for Interchange Terminal Deposit Activity […]

Balancing and Settlement: Co-op

SESSION OVERVIEW The Balancing training session will provide guidelines for ATM Settlement Card procedures, ATM Terminal, Cardholder and Institution settlement. During this session, attendees will gain a better understanding of the Balancing Cash Dispensed and Balancing Terminal Totals worksheets, as well as learn quick tips on finding “Out-of-Balance” conditions.

End of the Month Reports: Co-Op

EOM (End of Month) reports are used to provide a variety of information on institution, cardholder and terminal usage. Information covered during the EOM training session includes: Institution Fee Summary by Bill Group Institution Fee Settlement – Bill Group Terminal Fee Summary Terminal Fee Settlement Terminal Service Detail Cardholder Foreign Items Analysis Terminal Foreign Items […]

Balancing for Check Imaging ATMs: Co-Op

SESSION OVERVIEW This session provides a review of balancing procedures for CO-OP Check Imaging enabled ATMs. The agenda for this session includes: Benefits of CO-OP Check Imaging EZAdmin Daily Credit Union Procedures Daily Reconciliation Procedures Handling Out of Balance Situations Additional Functions Resources and Support

Mastercard Debit Reports: Co-Op

SESSION OVERVIEW Information covered during the MasterCard Debit Reports and Settlement Overview Training Session includes: Part I – Review of Daily and Settlement Reports Cardholder Activity – Gateway Financial Summary MasterCard Daily Settlement MasterCard Adjustment Report MasterCard Miscellaneous Fee Report MasterCard Quarterly Report (used to complete MC QMR) Part II – Settlement Overview The Settlement […]

Cardholder Maintenance – Co-op

SESSION OVERVIEW Cardholder Maintenance allows a user to manually update the file information used to authorize transactions. All transactions should be authorized using current and accurate cardholder, account, and fraud file data. The Cardholder Maintenance system allows credit unions to maintain accurate cardholder data. Information covered during the Online Cardholder Maintenance training session includes: Adding […]

Daily Cardholder Reports – Co-Op

SESSION OVERVIEW Reports containing cardholder information are generated on a daily basis. The information provided in these reports is used to assist in troubleshooting and tracing each transaction to a specific end point. Reports covered during the Daily Cardholder Reports training session include: Daily Totals Recap Cardholder Activity Issuer Adjustment for Interchange Cardholder Deposit Activity […]

DataNavigator Transaction

SESSION OVERVIEW Information covered in DataNavigator Transaction Research includes: Logging into DataNavigator Navigating in DataNavigator Searching & Identifying Transaction Detail Customizing Views and Grids Features, Preferences and Help INTENDED AUDIENCE This session is recommended for credit union employees in a Card Services Department, as well as front line staff with member contact and those responsible […]

DataNavigator PIN-Based – Co-Op

RECOMMENDED PREREQUISITE There is no recommended prerequisite for this session. SESSION OVERVIEW Information covered during the DataNavigator PIN-Based Exception Processing training session includes: Logging into DataNavigator Exception Item Overview Processing Chargebacks or Representments Case Search Exception Email Notifications & Summary Email Report

Online Microfiche

SESSION OVERVIEW Online Microfiche is the application used to access your daily, weekly and monthly reports in an electronic format. This is especially helpful when researching reports that your credit union has elected not to include in your regular distribution. Online Microfiche reports may be viewed online, printed to a local printer or downloaded to […]

Balancing for Check Imaging: Co-op

SESSION OVERVIEW This session provides a review of balancing procedures for CO-OP Check Imaging enabled ATMs. The agenda for this session includes: Benefits of CO-OP Check Imaging EZAdmin Daily Credit Union Procedures Daily Reconciliation Procedures Handling Out of Balance Situations Additional Functions Resources and Support

End of the Month Reports – Co-Op

EOM (End of Month) reports are used to provide a variety of information on institution, cardholder and terminal usage. Information covered during the EOM training session includes: Institution Fee Summary by Bill Group Institution Fee Settlement – Bill Group Terminal Fee Summary Terminal Fee Settlement Terminal Service Detail Cardholder Foreign Items Analysis Terminal Foreign Items […]

DataNavigator Devices: Co-OP

SESSION OVERVIEW Information covered during the DataNavigator Devices training session includes: Logging into DataNavigator Obtaining Current Cash Totals Looking up Current Device Status Performing a Device History Search Reviewing Gasper Reports The Current Cash Totals section provides you with valuable information regarding the cash position of your ATMs. Current Cash Totals can decrease the amount […]

Debit Reports – Visa Check Cards

SESSION OVERVIEW Various reports are available to provide information about Visa Check Card processed activity. The information provided in these daily reports can be used to assist in troubleshooting, settlement, auditing, summary reporting and monitoring transaction activity. Reports covered during the Debit Reports training session include: Daily Reports Cardholder Activity – Gateway VisaNet Daily Settlement […]

Daily Terminal Reports – Co-Op

SESSION OVERVIEW Reports containing terminal information are generated on a daily basis. The information provided in these reports is used to assist in troubleshooting and tracing each transaction to a specific end point. Reports covered during the Daily Terminal Reports training session include: Terminal Activity Terminal Cash Balance Acquirer Adjustment for Interchange Terminal Deposit Activity […]

Daily Cardholder Reports

SESSION OVERVIEW Reports containing cardholder information are generated on a daily basis. The information provided in these reports is used to assist in troubleshooting and tracing each transaction to a specific end point. Reports covered during the Daily Cardholder Reports training session include: Daily Totals Recap Cardholder Activity Issuer Adjustment for Interchange Cardholder Deposit Activity […]

Online Microfiche

Online Microfiche is the application used to access your daily, weekly and monthly reports in an electronic format. This is especially helpful when researching reports that your credit union has elected not to include in your regular distribution. Online Microfiche reports may be viewed online, printed to a local printer or downloaded to your computer […]

DataNavigator Devices

Information covered during the DataNavigator Devices training session includes: Logging into DataNavigator Obtaining Current Cash Totals Looking up Current Device Status Performing a Device History Search Reviewing Gasper Reports The Current Cash Totals section provides you with valuable information regarding the cash position of your ATMs. Current Cash Totals can decrease the amount of cash […]

DataNavigator Transaction

SESSION OVERVIEW Information covered in DataNavigator Transaction Research includes: Logging into DataNavigator Navigating in DataNavigator Searching & Identifying Transaction Detail Customizing Views and Grids Features, Preferences and Help INTENDED AUDIENCE This session is recommended for credit union employees in a Card Services Department, as well as front line staff with member contact and those responsible […]

Daily Terminal Reports

Reports containing terminal information are generated on a daily basis. The information provided in these reports is used to assist in troubleshooting and tracing each transaction to a specific end point.

Co-Op Mobile

SESSION OVERVIEW This training session will cover the back office Client Portal applications CIMple Access and EZAdmin .  These tools provide web‑based back office functions that make it easy to efficiently monitor and manage users. CIMple Accessallows users to manage services including account access, member lockout, enrollment troubleshooting, and run reports. EZAdminis used to proof […]