Navigation:  Charge Backs > Charge Back Item Summary tab > Charge Back Item Summary list view

Entry: System, list view

F/M: No

Mnemonic: N/A

 

To display information in this list view, first select a date when chargeback items were created in the date field above. If you are creating a new chargeback record, the record will be displayed in this list view once it has been set up. The list view on the Charge Back Item Summary tab displays the following information:

 

Type: This is checked if the Type field on the Charge Back Item Detail tab was selected.

 

Account Number: This is the account number that was affected by the chargeback. On the notice, the account number will be displayed with all X's except the last four digits.

 

Checks: This is the number of checks that were returned in the chargeback.

 

Total Check Amount: This is the amount of the check that was deposited into the account and then later returned.

 

Fees: This is the amount of fees your institution charged against the account for a chargeback. The default fee amount to charge for chargebacks is set up in the Charge Back Fee Amount field on the GOLD Services > Institution Options screen. You can set up a different fee for loan accounts and deposit accounts. You can also establish a different fee from the default fee amount when setting up a new chargeback on the Charge Back Details dialog.

 

Total Fees: This column display the total amount of fees that were charged to this account for the chargeback item. If more than one chargeback was created for an account, this would be the total of all the chargeback fees for the account.

 

Posted?: This column displays indicates if the chargeback record has been posted (Y). For more information on posting chargebacks, see Posting and Printing Chargeback Items.

 

Send Alert?: Check the box in this column for each chargeback item for which you want to send an email alert to the account owner concerning the chargeback. Once you send the alert (by clicking <Send Alert>), the box is unchecked and the box in the Alert Sent column is checked.

 

IRS Owner: This is the IRS owner listed on the account, as set up in the CIS system.

 

Email Address: This is the email address of the IRS owner, as set up on the CIS > Entity Maintenance Person, Trust, or Organization screen. Alerts cannot be sent until an email address is set up for the IRS owner.

 

Alert Sent: If an email alert has been sent to the IRS owner, this column displays a checkmark.