Important things to remember before you get started-

• We can only accept VISA cards
• OCU does not charge a fee but the card holder’s institution may- please make sure the member is aware of this. 
• We have to know the amount we are taking from the card.
• We are REQUIRED to perform cash advances for non members that request a cash advance from their Visa
     You will do the transaction for non members the advance through acct # 666135

•ID MUST be valid and the name on the card MUST match the ID

Cash Advance-

1. On the screen, select option “Cash Advance”  

2. Verify and enter the amount you are taking from the card

3. Insert card and wait for it to fully process. -If denied, try once more and if it still denies then we cannot do the advance

• When asked to enter a “PIN #” push the green button to bypass it
• Enter your "PIN"

4. When the advance has been approved, it will automatically print a receipt. 

• Next, when prompted, select yes to print a copy to give to the member. 

5. Take first receipt and enter information at the bottom of the receipt.

Next, you will do the transaction in CUnify.

• In the transaction screen you will select FROM GL 70202100 TO the suffix or cash

• "From" Description should be Visa #12345678 (Last 8 Digits), Last name, Acct #
  • (Non Members: Visa # (Full 16 Digits), Last name, Non Mbr)
• 
   
• "To" Description should be (80) Visa Cash Advance
• 
  

Lastly, you will submit a back office task-

• Go to the “Task Tab” on Sharepoint 
• “New” >> “New Ticket From Queue >> Back Office Task 
• Fill in blanks accordingly
• Attach a copy of the signed receipt. 
• Save Task