Printing Check Endorsements

The Check Endorsement tab lets you print the guest member’s account number and the Issuer’s route and transit number on the back of checks received. By printing the issuer’s route and transit number, the issuer credit union becomes liable if the check is returned. The check can be endorsed at the time of the transaction or later; however, you must manually insert the checks in the printer. The printer is defined on the Print Profile dialog box.

The Check Endorsement field in the Service Center Options section on the Credit Union Profile - Self Service tab must specify I or Q. If the Check Endorsement field is I, Portico will automatically display the Check Endorsement tab after you click Submit on the Transaction tab for a checks received transaction. If the Check Endorsement field is Q, the Check Endorsement tab will not automatically appear. You can click the Check Endorsement tab to print the endorsement information on the check(s). Checks to be endorsed will remain on the Check Endorsement tab for three days before the system will purge the check information during the third back-office cycle.

How do I? and Field Help

In the Display Criteria group box...

• Select the Pending Endorsements option to view any check endorsements for the teller and branch specified that have not been printed.
• Select the All Endorsements option to view all the check endorsements for the teller and branch specified.
• In the Teller Number field, enter the teller number associated with the check endorsements (Length: 2 alphanumeric).
• In the Branch field, enter The branch associated with the teller number (Length: 3 numeric). The system will display the information from the specified branch for the specified teller. If this field is blank, the system will display all information for the teller specified in the Teller Number field. If both this field and the Teller Number field are blank, the system will display all information for all tellers in all branches.
• The Printer field will automatically display the network ID of the check endorsement printer specified on the Print Profile dialog box. You can change the printer ID temporarily by typing the desired printer ID in this field. To permanently change the printer ID, you must do so on the Print Profile dialog box. (Length: 8 alphanumeric)

Click the green arrow to display the check endorsements.

The check endorsements associated with the specified teller and branch appear. Click the left and right arrows to scroll through the check endorsements.

Column Heading	Description
ID	The endorsement format identification code used to print check endorsements. This field automatically defaults to the format ID specified in the network file for the shared service center. For example, the code SC in this field indicates that format is the one required by FSCC. A blank in this field indicates that a format ID was not set up on the network file. Length: 2 alphanumeric
BR	The branch corresponding with the teller associated with the check endorsements. Length: 3 numeric
TL	The teller number associated with the check endorsements. Length: 2 alphanumeric
CAN	The computer-assigned number (CAN)associated with the financial transaction. Length: 5 numeric
Effect Date	The effective date of the financial transaction. Keyword: ED
Route Transit	The Issuer's route and transit number. Keyword: 9 numeric
Account Number	The unique account number assigned to the guest member. Length: 38 alphanumeric
Nbr	The number of checks that need to be endorsed. Length: 3 numeric
Status	The status of the check endorsement. Length: 10 alphabetic

To print an endorsement on a single check, select the check box next to the check and click Print. Click Print All to print endorsements on all the checks. The system will prompt for each check with the message INSERT NEXT CHECK, PRESS ENTER TO CONTINUE. As each item is completed, the system will update the status for the item.

Click Cancel Print to stop printing the check endorsements. The items will not be deleted from the screen.

Click Reprint to reprint endorsements on the selected checks. The endorsement item must have a printed status.

You can test how the endorsement will print by clicking Test Print. If the endorsement does not appear as desired, you may need to manually endorse the check.

To delete a check from the Check Endorsements grid, select the check box next to the check and click Delete. The number of endorsement items must equal zero. An override teller ID is required to delete the item.

Click Save to save your changes to the Check Endorsements grid.

The endorsement format is determined by the Shared Service Center network. The ID field displays a code identifying which format is used.

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