On the CitiDirect navigation bar, click Same Day Reconcilement Services. The Same Day Reconcilement Services Summary Form appears.
On the Authorization Req'd Tab, select the service request transaction that you want to authorize or send to repair. To select multiple service request transactions, drag down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.
If you want to first view details of the transaction before authorizing or sending to repair a service request, click Go to Details. The details of the first selected service request appear on the Service Request Detail Form. Note: A red asterisk ( * ) identifies required fields.
Click Authorize. A Processing dialog box appears and closes. Once the process is complete, the service request transaction moves to the next state as defined in the process flow.
–OR–
Click Send to Repair. A Reason dialog box appears. Enter the reason why the service request transaction must be repaired and click OK. If you selected multiple service request transactions to return for repair, the same reason is attached to all. If the same reason does not apply, select each service request transaction separately and then return it for repair. The service request transaction is then listed on the Repair Req'd Tab with a "Repair Req'd" status. Note: Since Cancel Issuances (Single) transactions are created only via Check Inquiry, there is no point in sending these transactions to Repair. Therefore, if you select a Cancel Issuance (Single) Service Request to repair, you will receive an error message.
Notes:
If more than 400 items are available, click More to view the additional items.
To return to the summary form at any time, click Return to Summary.
Highlight any saved service request transaction(s) and click View Check Image to view check image for the delete selected service request transaction(s). Note: This is not available for Canada.
Highlight any service request transaction(s) and click Delete to delete selected service request transaction(s).
For information on the Other Options available, click here.