Defining Signature Capture Transactions

Portico assumes that you want to obtain a signature for any cash disbursed transactions; however, you can define when a signature should be requested using the Signature Capture Transaction Include/Exclude List window. To access the Signature Capture Transaction Include/Exclude List window, under Administration on the Portico Explorer Bar, click Products/Services. On the Products/Services top menu bar, click Products, point to Signature Capture, then click Transactions.

If the Transaction Include/Exclude List is blank, Portico will only prompt you for a signature when cash is disbursed. To request a signature for all transactions completed on the Transaction - Deposits, Withdrawals, Payments & Transfers tab, you should include the ALD transaction.

If you exclude the ALD transaction, a signature capture prompt will not appear on the Deposits, Withdrawals, Payments & Transfers tab for any transaction, including cash disbursed.

In the following example, the first row indicates that the signature capture prompt will appear for all transactions (cash received, loan payments, etc.) completed on the Deposits, Withdrawals, Payments & Transfers tab. The second row indicates that the signature capture prompt will not appear for Same-Day Reversals, including reversals with a cash disbursement. The third row indicates that a signature will be requested when the member purchases a traveler's check.

How do I? and Field Help

To add or maintain a transaction, complete the following fields in the Transaction Include/Exclude List:

Transactions involving cash disbursed will always request a signature unless the transaction is excluded on the Transaction Include/Exclude List.

Column Heading	Description
Delete	To delete a transaction, select the Delete check box next to the transaction and click Save. Click the All button to automatically select the Delete check box on every row.
Include/Exclude	Click the Include/Exclude down arrow to specify if the transaction should be included or excluded. Include a transaction if you want the signature capture prompt to appear for all transactions related to that Host transaction code. Exclude a transaction if do not want the signature capture prompt to appear for any transactions, including cash disbursed, related to that Host transaction code.
Code	The 3 character Portico Host transaction code. Some common transaction types are: Code Description ALB Bond Redemption ALC On-Us Check Clearing ALD Deposits, Withdrawals, Payments & Transfers ALG Share Journal Vouchers ALI Non-Member Bond Redemption ALM Money Order Purchase ALS Teller Sales/Fee Collections ALT Travelers Check Purchase 231 Share and Loan Transfers - Same Account - One Payment 232 Share and Loan Transfers - Same Account - Specified Payment 233 Share and Loan Transfers - Same Account - Payoff 234 Share and Loan Transfers - Share To Share Transfer 236 Share and Loan Transfers - Cross Account - One Payment 237 Share and Loan Transfers - Cross Account - Specified Payment 238 Share and Loan Transfers - Cross Account - Payoff 261 Single Deposit, Withdrawal, Payment or Loan Advance - Share Deposit By Cash 262 Single Deposit, Withdrawal, Payment or Loan Advance - Share Deposit By Check 266 Payments and Deposits for Multiple Members 269 Share Deposit From General Ledger 271 Single Deposit, Withdrawal, Payment or Loan Advance - Share Withdrawal By Cash 272 Single Deposit, Withdrawal, Payment or Loan Advance - Share Withdrawal By Check 273 Close Share Account 274 Single Deposit, Withdrawal, Payment or Loan Advance - Available Funds Withdrawal By Cash 275 Single Deposit, Withdrawal, Payment or Loan Advance - Available Funds Withdrawal By Check 279 Share Withdrawal To General Ledger 361 Certificate Add-On 363 Certificate Add-On From Shares 369 Certificate Deposit from General Ledger 371 Certificate Surrender By Cash 372 Certificate Surrender By Check 373 Certificate Surrender To Shares 375 Certificate Partial Surrender - Original Balance 376 Certificate Partial Surrender - Below Original Balance 379 Certificate Withdrawal from General Ledger 42B IRA Withdrawal To Beneficiary 66C Credit Card Payment Processing 66E Vendor Education Loan Payment 661 Single Deposit, Withdrawal, Payment or Loan Advance - Loan Payment By Cash 662 Single Deposit, Withdrawal, Payment or Loan Advance - Loan Payment By Check 667 Loan Payoff 669 Loan Payment From General Ledger 671 Single Deposit, Withdrawal, Payment or Loan Advance - Loan Advance By Cash 672 Single Deposit, Withdrawal, Payment or Loan Advance - Loan Advance By Check 673 Single Deposit, Withdrawal, Payment or Loan Advance - Loan Advance To Shares 679 Loan Advance From General Ledger
Comment	A credit union-defined comment indicating why you included or excluded the transaction.

Click Save to save the transaction list. Click Cancel to cancel your changes.

To access and maintain the Signature Capture Transaction Include/Exclude List window, you must belong to the Signature Capture - Administrator security group, or you can add these permissions to a credit union-defined security group using the Security Group Permissions – Update window.

Permissions	Security Groups
Portico - Products (Prod/Serv) - Signature Capture - Menu Option	Signature Capture - Administrator
Portico - Products (Prod/Serv) - Signature Capture - Transactions - Menu Option	Signature Capture - Administrator
Portico - Products (Prod/Serv) - Signature Capture - Transactions - Maintain	Signature Capture - Administrator
Portico - Products (Prod/Serv) - Signature Capture - Transactions - View Only	Signature Capture - Administrator