Manage Exception Categories

In this article learn How To:

  • Add/edit/delete Exception Categories

 

Exception Category Maintenance

Utilizing Exception categories allows you to group like exceptions into a category for easier tracking of like exceptions. Categories can be used for any exception regardless of credit, account, or collateral type.

 

Adding a New Exception Category

  1. From AccuAccount menu, Select Exception / Exception Maintenance
  2. Select the Edit Exception Categories link
  3. Select the Add New Exception Category link
  4. Define the following fields
    • Category Name
    • Description
  5. Select Update

 

Edit an Exception Category

  1. From AccuAccount menu, Select Exception / Exception Maintenance
  2. Select the Edit Exception Categories link
  3. Select the Edit icon next the Category name
  4. Make any necessary changes
  5. Select Update

 

Delete an Exception Category

  1. From AccuAccount menu, Select Exception / Exception Maintenance
  2. Select the Edit Exceptions Categories link
  3. Select the Delete icon next the Category name
  4. Select Delete

 

Adding a Category to an Exception

Once a Category has been established, you can then tie the category to an exception in a Mass way for report generation

  1. From AccuAccount menu, Select Exception / Exception Maintenance
  2. Select the appropriate tab (Credit, Loan, Deposit, or Trust)
  3. Select the Expand icon next to the Exception name
  4. From the expanded list of exceptions, Select the Edit icon next to the Exception Name
  5. Select the Exception Detail tab
  6. Find the Exception Category line and Select the Exception Category from the drop down menu
  7. Select Update

You can now pull the Exception Report by Category

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.