More on Issue Tracking

As many of you know, we have started to use a new Issue Tracking System that allows you to submit support items directly over the Internet. It also allows you to view the status of your issues. Many of you have embraced it, using it to communicate with CBS concerning support and sales issues. As we continue to use the Issue Tracking System, we will post announcements, clarifications, and tips to help you use it to enhance your support experience.

Whenever possible, CBS support representatives will respond to your questions/issues via email. If the issue's complexity requires a phone call to resolve, a CBS Support representative will call you. Sometimes the email will point you to a solution in the CAMS-ii Help that has the answer to your inquiry/issue. Also, CBS Support representatives may also send you an email to clarify an issue. Please provide as much information as possible in the Description section of the issue whenever you contact us. It will help us provide you with a timely, accurate answer.

CBS intends that you use the Issue Tracking System as your primary means of communicating--instead of emails, phone, and fax whenever possible--with CBS Support concerning software and hardware issues, software bugs and program enhancements, and requests for Support and Sales information.

As always, if you are experiencing an emergency that is preventing your credit union from operating or for a similar situation, please contact the CBS Support Line.

If you have a login and password, you can access the Issue Tracking System from the Level One Help menu (Help > Access to the Issue Tracking System). If you do not have a login and a password, please contact your credit union management.

Thank you for using the Issue Tracking System!

Processing Club Accounts

With club accounts, you have the option to print disbursement checks, to transfer the funds to a share account, or to transfer the funds to a draft account. All three options are scheduled through end-of-period batch processing. (Ensure that your members’ club accounts are set up with the disbursement method that the member desires or that the credit union requires in the detail maintenance for the club accounts).

Before you process your Christmas Club account(s), you must set the Control-Club Account Parameters in CAMS-ii at Back Office > Standard > Parameters > Control-Club Accounts. Make sure that you schedule only those sub accounts that you want to distribute. Recommend you verify club account parameters to make sure they are correct. Note that you can also add a special comment for printing on the checks.

The Control-Club Accounts Parameters are explained in the CAMS-ii Help at CAMS-ii How-To's > Back Office > Standard > Parameters > Control-Club Accounts.

Club accounts/checks are processed during end-of-period batch processing, preferably during month-end or quarter-end batch processing. If you are processing club accounts/checks on a date other than a month or quarter end, you must set the dividend rate table for the club accounts that you are processing to D Daily (On Demand) for both calculation frequency and posting frequency.

If you are processing during a month-end or quarter end batch processing, the dividend rate tables for the club accounts that you are processing should be set for either monthly or quarterly for the calculation frequency and posting frequency. If you change any dividend rate tables, write down which dividend rate tables you changed and the original calculation and posting frequencies because you must reset them after processing club accounts. Dividend Rate tables are at Back Office > Standard > Parameters > Dividend Rates Maint. .

To process club accounts, select Process/Create Club Check Register at Back Office > Standard > Batch Processing > Batch Parameters.

Verify the totals in the Club Checks Register against your G/L total and Check totals, if you are printing disbursement checks.

Print the club checks from CAMS-ii (Back Office > Standard > Check Processing > Club Accounts.)

Please address any questions to the Issue Tracking System.