Edit General Preferences

The Edit General Preferences page allows you to make changes to the selected customer's general information and processing settings.

1. Make any desired changes to the customer's general preferences, noting the following.
   • Depending on your configuration, the Yes/No deposit processing options may not appear on the page. If you wish to prevent users from completing deposits containing any of the identified errors, set the corresponding options to "No".
   • Choose preferences according to your requirements and system configuration.

     Note: Available preferences will depend on how your system is configured. Not all preferences may be available.

   • Set a default clearing channel. For customers who have a single or majority deposit type click the appropriate button, otherwise click None so that users must select a deposit type for every new deposit.
   • Select all deposit types you wish to allow, choosing simple (cheques only), remittance (cheques and payment coupons), and bulk/branch (multiple transaction cheque deposits) as appropriate to your processing requirements.

     Note: If your application has been configured to use deposit type/work type combinations, select the appropriate deposit types.

   • Where more than one processing type is allowed, select the default deposit type.
   • If you wish to prevent operators from completing unbalanced deposits, set Balancing required to "Yes".
   • If you wish to require operators to enter amounts, set Amount required to "Yes".
   • Set the other Yes/No deposit processing options to suit your specific processing requirements. If you wish to prevent users from completing deposits containing any of the identified errors, set the corresponding Ignore options to "No".
   • If your system is configured to use work type-based account assignment, enter the number of CARTs you want to allow to be assigned to each work type. Each CART may only be assigned once within accounts sharing a work type.

     Note: When entering a CART value you can not use a value of 0. You must enter a value of 1 or greater.

   • If your system is configured to support large deposits and allow customer-level overrides to the configured bank-level default value, you can override the large deposit size for this customer by entering a new value in the Large deposit size field. Enter the number of debit/unknown items to allow following a single credit item before the deposit will be flagged and processed as a large deposit for this customer.
   • If your system is configured to allow multiple currency deposits, you can enable multi-currency deposits (in which deposits made for this customer will be permitted to include items with a currency code that does not match the currency designated for the deposit's credit item or the depository account) for this customer by setting Allow multiple currencies in a deposit to "Yes".
   • If your system is configured for foreign currency exchange, you can enable foreign currency exchange (in which users will be prompted to accept a foreign currency exchange rate for all deposit items that do not match the currency designated for the deposit's credit item or the depository account before a completed deposit can be transmitted) for this customer by setting Enable foreign currency exchange to "Yes".
2. When you have finished making your changes, click the Save button to save your changes and return to the Customer Preferences page.