EZ-Setting Up a Fee for Cashiers Checks

EZ-Setting Up a Fee for Cashiers Checks

You want to start charging a fee for selling cashiers checks.


To set up the fee:

  1. Open Superview and select your role.

Note: Superview access is defined under Security Details, if you don't have access to this module, contact your administrator.

  1. You must select a working group when opening Superview, your structural hierarchy is displayed, select the bank or branch level you are modifying and then click on OK.
  2. Select Profile Options > Transactions.
  3. Select the Fee Policies Tab.
  4. In the Fee Description section, click on the Add button.
  5. Enter the Fee Description in the Add a Fee box.
  6. Click OK.
  7. Choose the Calculation Method.
  8. From the Authority Level to Modify Fee drop down box, select the lowest role level authorized to modify this fee.
  9. From the Fee Attributes box, you can enter the account number and description.

Note: This information prints on the fee ticket during transaction validation.

  1.  Enter the name of the fee in the Account Description box.
  2. If you want to include the fee as an option on the List of Fees screen during a Miscellaneous Fee transaction, check the box to Include In Misc Fee Transaction.
  3. Click Apply.
  4. Click on Yes to the message: "Profile changes have occurred on the Fee Policies page for Branch XXX. Do you want to save these changes?"

 

To Attach apply and apply the fee to the transaction:

  1. Click on the Transaction Fee tab.
  2. Locate  the Sell Check/Card, Cashiers Check transaction in the transactions section.

Note: Transactions are organized in folders by transaction type.

  • Click on the (+) sign next to Mi$c.
  • Click on the (+) sign next to Sell Check/Card.
  • Select Cashiers Check.
  1. Select the newly created fee for cashiers checks from the drop down list under Fee Description.
  2. Click Apply.
  3. Click on Yes to the message: "Profile changes have occurred on the Transaction Fees page for Branch XXX. Do you want to save these changes?"
  4. Click OK.
  5. The tellers must exit EZTeller and restart before this change will be recognized.

 

 

 

 

 

ArticleNumber:

000044895