Tab Overview

Trancode Tabs:

All Trancodes are defaulted to CSI's Trancodes. All Trancodes are editable by bank employees with Bank Settings Admin rights. Definitions of the Trancodes can also be changed to reflect the bank's preference.

Schedule Tab:

Warning! Change this tab only with the guidance of CSI staff.

Bank Holiday Tab:

By default, CSI loads the federal holiday calendar to the system; however, it can be edited as needed.

Whenever a customer sets up a scheduled transfer or loan payment, the process asks whether the transfer is to occur before or after holidays.

Imports Tab:

This tab displays the recent transaction files imported.

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