Reviewing Member Fees, Flags & Counters
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The Fees, Flags and Counters dialog box lets you maintain the member's credit union-defined flags and counters. You can use these flags and counters to support your credit union policies and in conjunction with Flexible Fees and Flexible Rewards.
To display the Fees, Flags and Counters dialog box, under Member Services on the Portico Explorer Bar, click Account Information. The Overview tab appears on top. Locate the member using the search tool on the top menu bar. Click the down arrow to select the search method, then enter the search criteria. Click the green arrow or press ENTER to locate the member.
Click the Misc. Requests tab. Click the Fees, Flags, & Counters button.
How do I? and Field Help
The Next Fee Date field displays the next date fees will be assessed.
In the User Defined Flags group box, select the appropriate check boxes to track member activity using the credit union-defined flags. You can customize the field labels using the Customized Field – Update window.
Keywords: Flags 1-9: F1 - F9 (e.g. Flag 4 is F4)/Flags 10-35: FA - FZ (e.g. Flag 22 is FM)/Flags 36-40: G1 - G5 (e.g. Flag 38 is G3)
Reporting Analytics: User Flag 1-40 (Located in Member Information/Member Flex Fee subject and Member Month-end/ME Member Flex Fee subject)
In the User Defined Counters group box, enter the frequency or number of uses of a specific member activity tracked using the credit union-defined counters (Length: 9 numeric). If the field is blank, the counter is not used. You can customize the field labels using the Customized Field – Update window.
Keywords: Counters 1-9: C1 - C9 (e.g. Counter 4 is C4)/Counters 10-35: CA - CZ (e.g. Counter 15 is CF)/Counters 36-40: D1 - D5 (e.g. Counter 38 is D3)
Reporting Analytics: User Bucket 1-40 (Located in Member Information/Member Flex Fee subject and Member Month-end/ME Member Flex Fee subject)
Click Save to save your changes. Click Cancel to disregard your changes.
To access the Fees, Flags and Counters dialog box, users must be assigned to one of the following pre-defined security groups or you can create your own security groups. You can add these permissions to a credit union-defined security group using the Security Group Permissions – Update window.
| Permissions | Security Groups |
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MbrInfo - Fee, Flags & Counters - View Only |
Teller - Basic Teller - Advanced Member Services - User |
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MbrInfo - Fee, Flags & Counters - Maintain |
Teller - Advanced Member Services - User |
For credit unions using Flexible Fees, the flags and counters are updated automatically by the system. The fee flag and counter definitions are specified when the fee program is initially setup. To determine the definition of each field, you may refer to the User Program (fee ID 0001 - 0500) found on the Flexible Fees Rules Report 582. You can also customize the labels using the Customized Field – Update window. User flags are credit union-defined member fields that contain values of either Y or N. The credit union determines the criteria that the member must meet in order for the user flag to be Y, as well as when the flag will be reset to N. User flags are usually reset at the beginning of the new fee period. User counters are credit union-defined member fields that contain numeric values, up to 9 digits. The credit union determines the criteria that a member must meet in order for a numeric value to be added to the counter. User counters are usually reset at the beginning of the new fee period.
Note: Be careful when manually maintaining these fields because the fee program continues to update these fields until the fee program is changed.
none | Non-Financial Transaction Register Report 030
If you reverse a transaction that affects a flag or counter field, you must manually correct the field on the Fees, Flags and Counters dialog box.
Command Line Example: 14A TN 19711992 F4 Y;CL 6
This command line example will update flag 4 to Y and counter 21 to 6 (where TN is the teller ID and 19711992 is a member number).
Portico Host: 14A