FLEX Ten Quick Transactions

FLEX Ten FLEX Ten Teller FLEX Ten Quick Transactions

This documentation provides an overview and step-by-step instructions for utilizing Action Codes and Quick Transactions within the FLEX Ten system. These features are designed to streamline transaction processing, enhance teller efficiency, and simplify training for credit union staff.

1. Understanding Action Codes

Action Codes are customizable shortcuts that define specific transaction types within FLEX Ten. They allow tellers to quickly initiate transactions by typing a short code or a descriptive label, rather than navigating through multiple menus or selecting various operation codes.

  • Customization: Action Codes are highly customizable by your credit union. You can set up any of your existing operation (op) codes as an entry action.
  • System-Coded Actions: FLEX Ten also includes system-coded entry actions (e.g., Deposit, Loan Payment, Check Withdrawal) that cannot be deleted but can be updated to match your credit union’s specific terminology.
  • Benefits:
    • Simplified Training: New tellers can be trained more easily by learning to type what they are doing directly into the action field, matching your credit union’s internal lingo.
    • Increased Efficiency: Turns a two-step process (finding an op code, then selecting it) into a one-step process, saving time.
    • Consistency: Ensures transactions are processed uniformly across the credit union.

2. Building Action Codes in the Transaction Entry Action Screen

To create or modify Action Codes, you must access the Transaction Entry Action screen.

2.1 Navigation to the Transaction Entry Action Screen:

  1. Click on the Menu.
  2. Go to System Administration.
  3. Select System Settings.
  4. Choose Transaction Entry Action.

2.2 Overview of the Transaction Entry Action Screen:

  • The left side of the screen displays a list of all currently set up entry actions in your system.
  • System-coded entry actions (e.g., ‘Deposit’, ‘Check Withdrawal’) will only show an Update button, meaning they cannot be deleted. You can modify their labels and how they appear.
  • Credit union-created actions will have both an Update and a Delete button.

2.3 Setting Up a New Entry Action (for an Op Code):

  1. Click the plus symbol (+) on the far right-hand side of the screen to add a new entry action.
  2. Label: Enter the descriptive label for the action. This is what tellers will type in the action field (e.g., “Coin Counter”).
  3. Short Code: Enter a short, two-character code. While not mandatory, it is a best practice to match this to your existing two-character op code if setting up an op code action (e.g., “C3” for Coin Counter). This will make quick transactions faster to type.
  4. Transaction Type (for Op Codes):
    • Specify the transaction type (e.g., “Transfer”) and whether it’s a debit or credit (e.g., “12” for credit).
    • Descriptions: You can use two separate descriptions for the ‘to’ and ‘from’ (debit and credit) sides of the transaction. Check the box if you want this ability.
    • Click on Op Code Transaction Fields to select the specific op code from a list (e.g., the coin counting op code).
  5. Transaction Layout (Appearance in Panel): This dictates how the transaction appears in the Active Transaction Panel.
    • Description:
      • To have the description fields always visible for tellers to type in, leave this box checked.
      • To keep the transaction entry panel clean, you can click the Advanced button (which hides it behind a small plus sign). Tellers can then click the plus sign to reveal the description fields if needed.
    • Effective Date:
      • To allow tellers to change the effective date, select “yes” to show it.
      • To hide it behind the plus sign (Advanced), select that option.
    • Phone Transfer: This option can also be shown or hidden behind the plus sign. For some transactions (e.g., coin counter), it may not be relevant and can be left blank.
  6. Click Save to finalize the new entry action.

2.4 Modifying Existing System-Coded Entry Actions:

  1. Select the system-coded action from the list on the left (e.g., “Check Withdrawal”).
  2. Change the Label to reflect your credit union’s lingo (e.g., “Teller Check” instead of “Check Withdrawal”). This helps with training and dropdown menu selection.
  3. Adjust the Transaction Layout settings (Description, Effective Date, Phone Transfer) as described above to control what is visible or hidden in the transaction panel.
  4. Click Update to save your changes.

2.5 Best Practice for Configuration:

  • Before setting up new actions, review your existing entry actions in the system.
  • Go into “Juice” and examine your op code configuration to understand what other operation codes you are using that could benefit from being turned into action codes.

3. Using Action Codes in the Active Transaction Panel

The Active Transaction Panel is where tellers perform individual transactions.

3.1 Accessing the Active Transaction Panel:

  1. From the home screen, pull up a member’s account number.
  2. Open the Active Trans Panel.

3.2 Initiating a Transaction with an Action Code:

  1. In the Action field within the Active Transaction Panel, you have two primary methods:
    • Type a partial label: Begin typing the descriptive label you created (e.g., “coin” for “Coin Counter”). The system will auto-populate or provide suggestions.
    • Type the Short Code: For faster entry, type the exact two-character short code (e.g., “C3” for Coin Counter).
  2. If the action code is linked to an operation code, the operation code field will automatically populate below. This eliminates the need to manually search for and select the op code, transforming it into a one-step process.
  3. Accessing Hidden Fields: If descriptions, effective dates, or phone transfer options were hidden behind the “Advanced” button during setup, you can reveal them by clicking the small plus symbol (+) next to the transaction line in the panel. This keeps the main screen clean while still providing access to detailed fields.

4. Using Action Codes with Quick Transactions

The Quick Transactions field allows tellers to stack multiple transactions for rapid processing, especially useful for common combinations of transactions.

4.1 Location of the Quick Transactions Field:

  • The Quick Transactions field is located at the top of the screen, next to where you enter the account number.

4.2 Stacking Transactions:

  1. In the Quick Transactions field, you can enter transactions using a simple syntax: [Action Code or Label] [Suffix/Sub-account] [Dollar Amount].
    • You can use the full action label (e.g., “Loan Payment”) or the two-character short code (e.g., “LP”).
    • Separate each part with a space.
    • Example: LP 600 100 (Loan Payment to suffix 600 for $100).
  2. After entering the first transaction, press Enter once.
  3. Continue to enter additional transactions in the same format, pressing Enter once after each one to stack them.
    • Example Stack:
      • LP 600 100
      • DP 01 250 (Deposit to suffix 01 for $250)
      • DP 213 500 (Deposit to suffix 213 for $500)
      • CW 01 200 (Cash Withdrawal from suffix 01 for $200)

4.3 Processing Stacked Transactions:

  1. Once all desired transactions are stacked, press Enter one more time.
  2. The system will begin populating these transactions into the Active Transaction Panel.
  3. Pauses for Input: If any transaction requires a second step or specific user input (e.g., how to apply a loan payment), the system will pause and prompt the teller.
  4. Automated Flow: After any required input is provided, the system will rapidly process the remaining stacked transactions, automating steps like check scanning (if a scanner is connected) or cash dispensing/recycling (if equipment is available).
  5. Drawer Balancing: After processing, the system will typically prompt you to balance your drawer based on the net cash movement. Enter the cash difference and close the drawer to complete the transaction.
  6. Finally, Post the transaction to complete the process.