Credit unions using Catalyst Corporate’s share draft services will soon find added convenience with a new service enhancement. Effective Wednesday, January 8, users requesting an adjustment for source of receipt can receive that source of receipt online immediately, versus by FAX 24-48 hours later.
This feature is accessed in TranZact under Share Drafts/Adjustments/Request/Source of Receipt. Once the Request Adjustment button is selected, you will receive source of receipt details on your screen. Please use the “save” icon in the bar at the top of the Item Source screen to save, download and/or print a PDF copy of the information for your records. Once you exit this screen, you will be unable to recapture information for this adjustment request. If the same adjustment request is entered a second time, you will be reminded that the request has already been assigned a case number.
To enter another adjustment request for source of receipt, repeat the process by navigating back to Adjustments/Request/Source of Receipt from the side menu.