We would like to have the ability to review check copies inside of FinanceWorks - Zeal Credit Union

  • 2
  • Idea
  • Updated 6 years ago
  • Under Consideration
Have check copies available to view in FinanceWorks; members can view all transactions inside FW instead of having to switch between FW and OLB.
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Lindsey Speranza

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Posted 6 years ago

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Sean Loosli, Official Rep

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We are investigating this possibility and hope to have an answer for you within the next 90 days.  In the meantime, can you please clarify whether you want the checks to be visible for accounts at your institution, or for all institutions?  The latter is unlikely to happen in the next 18-24 months.
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Lindsey Speranza

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Just having access to the check images from the host FI would be fine for now; if it's technically possible to show the images from external accounts that would be great as well
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Nancy Luchi

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This reply was created from a merged topic originally titled View cleared checks in FinanceWorks.

Prior to
converting to NTP when FW was a website instead of a widget, we used to be able
to toggle back and forth from My Account to FW to view checks that have cleared
so we could enter the category or description within FW.  Now if you want to view a check copy you have
to leave FW open my accounts view the check and then go back to FW wait for it
to update.... and then enter your check category.  Members are complaining that this takes to much
time to use.

Business
Implication:

Not having the
ability to view the cleared checks on FW is deterring our members from wanting
to keep up with it since it is so time consuming to go back and forth.

Business Outcome Desired:

We would like for our members to be
able to view cleared checks within FW so that they can be easily categorized.

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