Whether you select View Report or Run Report, both options will send the report to the Report Queue and can be viewed or printed from the Report Viewer screen. The only difference between the View and Run options is that View will bring the report in the viewer window when selected, both buttons will actually RUN the report.

Did you know...

Sharetec offers both In-House and Service Bureau systems?

Sharetec’s In-House System
There was a time when it was thought that if a credit union had an in-house system it must also have dedicated staff to maintain it. For some systems, this was true back then and still is today – but not Sharetec. The Sharetec System was designed from the ground up to automate tasks traditionally only available on service bureau systems. Sharetec automates so many redundant daily tasks that our customers are often able to shift staff focus to other more pressing and beneficial responsibilities.  If you like the benefits, control and flexibility that come with owning your own system, you should consider the Sharetec in-house platform.

Sharetec’s Service Bureau System
There is certainly an argument that can be made for employing a service bureau to host your core system. Staffing, security, backups, capitol, and servers might come to mind.  If these are your concerns, Sharetec has a Service Bureau designed to give you piece of mind while also lowering your initial investment. Our dedicated team of professionals will do the heavy lifting allowing you to focus on your membership.


Cheat sheet for adding stop payments:

1. If the member knows the site id or name of where the item is coming from, mark ACH box, then fill in either or both boxes.

2. If the member doesn’t know the site id or the name for sure, mark the Validate Amount box instead of the ACH box.

3. If the item has cleared previously, change the status on the ACH/Payroll tab from “Active” to “Stop Payment”.

Be sure to save Results reports on the Sharetec server instead of on a PC because you have assurance that your Sharetec server is backed up regularly.

“Jump” around in Sharetec using the “Jump To” drop down menu option. This feature allows you to use your keyword to search within a Workspace, Menu, or Action for any function that is available in Sharetec. To use it, go to Tools then Options at the top of any screen.