Forms Management

Forms Management automates your serial-numbered forms inventory and allows you to track the use of these forms on a daily basis.

Forms Management offers the following features:

• Facilitates inventory control of serial-numbered forms: cashier's checks, credit union checks, operating checks, share certificate(s), sight drafts, purchase drafts, money orders, traveler's checks, credit union-defined forms.
• Provides member number, serial number, and location inquiries as they relate to a serial-numbered form.
• Provides online, real-time viewing of issued and non-issued forms.
• Provides automatic updates to the Check Register Report 900.
• Provides control and auditing exception analysis and reporting.
• Supports branch level implementation.
• Integrates with Teller Administration and Cash Control.

Forms Management updates the following reports:

• Forms Register Report 820
  The 820 Report displays activity on all serial-numbered forms tracked by the credit union.
• Check Register Report 900
  The 900 Report lists, for check reconciliation purposes, the details for all checks issued or voided online by the credit union.