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Archived Recordings
Browse through the full listing of archived webinars, select one of the categories from the left-hand field above, or use the Keyword Search field to find sessions for a specific topic. Then click the title that interests you. Prices are noted in the description of each session. Or, purchase an Education Subscription and train your entire staff on cards, Symitar, and more for just pennies a day. READ MORE>>
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Spotlight Solution: Member Fee Manager
LEVEL: N/A
CATEGORY: Technology
DURATION: 2m 7s
COST: Free! No Subscription Needed!
CONTACT: LearningCenter@synergentcorp.comThe newly developed Member Fee Manager provides the opportunity to reverse a share or loan fee that was posted with the source code of F (for fee). You can access this screen from the Specfile drop-down field in either Account Manager or Teller Transactions.
NOTE: The Member Fee Manager was enhanced in March 2018. Please refer to the updated job aid.
The Spotlight Solutions series is accessed via Synergent’s private YouTube channel. If you cannot access this video, please contact your credit union’s IT administrator to review your security settings.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Streamlining the Accounts Payable Workflow
LEVEL: Intermediate
CATEGORY: Technology
DURATION: 53m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comTake your Accounts Payable process to the next level and save yourself time and effort by streamlining the AP workflow.
- Add powerful efficiencies to the process of reviewing and processing invoices.
- Discover the simple steps to organizing your AP process by using a separation of authorities.
- Customize the AP workflow to its maximum potential to suit your needs.
- Incorporate user restrictions to create defined roles in AP processing.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Subaccounts, Overheads, and Distributions
LEVEL: Advanced
CATEGORY: Technology
DURATION: 1h 15m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comLooking to expand your knowledge on subaccounts? Do you know how to allocate funds in an overhead GL to several other GLs? In this webinar, we’ll take an in-depth look into accrual and allocation postings. Join us and learn how to:
- Update current subaccounts
- Create subaccount types other than fixed assets and prepaids
- Build an overhead GL and prepare distribution tables
- Run jobs and learn which reports are available
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Synergent and Fiserv Output Solutions
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 5m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comA brief overview of Fiserv Output Solutions, Synergent’s plastics partner.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Synergent Card Claims Form
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 21m
COST: Free (no subscription needed)
CONTACT: LearningCenter@synergentcorp.com -
Synergy Accounts Payable Scanning
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 46m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Synergy Accounts Payable Scanning training manual. In this webinar you will learn about:
- Scanning, importing, and indexing invoices in Synergy Capture
- Processing invoices in Episys
- Accounts Payable parameters in Episys
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Synergy Capture
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 28m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Synergy Capture training manual. In this webinar you will learn about:
- Signing on to Synergy Capture
- Importing documents
- Scanning documents
- Indexing
- Working with batch templates
- Creating scan profiles
- Setting Capture preferences
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Teller Balancing: Part 1, Teller Totals & Tips
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 24m
COST: $79 (no charge with Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Teller Transactions: Balancing training manual.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Teller Balancing: Part 2, Exercise and Balancing
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 32m
COST: $79 (no charge with Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Teller Transactions: Balancing training manual.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Teller Transactions: Specialized Transactions
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 7m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Teller Transactions: Specialized Transactions training manual. In this webinar you will learn about:
- Transferring funds within and between accounts
- Requesting and performing overrides
- Performing GL transactions
- Performing non-monetary transactions
- Voiding transactions
- Performing bulk transactions
- Performing teller transactions with a cash dispensing machine (CDM)
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Teller Transactions: Transaction Processing
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 2h 8m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Teller Transactions: Transaction Processing training manual. In this webinar you will learn about:
- Reviewing the member profile screen
- Using transaction codes
- Processing share and loan transactions
- Analyzing member transaction history
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Terminal Reports
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 8m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis presentation covers Fiserv terminal reports: TD10, TS10, TD11, TD50, TD58 and TM50M.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Terminals
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 7m
COST: $75 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comPresentation on the Terminal application of Client Workstation.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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The Life of a Check
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 1m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis session covers the life of a check from deposit to return.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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TJ: EMV Transactions in Transaction Journal
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 4m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis session covers how to identify a chip/EMV transaction in the Transaction Journal application of CWSi.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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TJ: Researching a Transaction in TJ
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 7m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis session covers how to research debit card transactions with the Transaction Journal application of Client Workstation.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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TJ: The Speedy Reference Guide and How to Read It
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 5m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis session will teach you how to read all of the panels in the Speedy Reference Guide which is used to understand Transaction Journal (TJ).
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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TJ: Token Transactions in Transaction Journal
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 3m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis session covers how to identify token transactions in the TJ application of Client Workstation.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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TJ: Transaction Journal: Setting Defaults
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 2m
COST: $79 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comWe will show you which columns you should add to your TJ Custom Column list and how to do so.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Tokenization: Coming Up to Speed
LEVEL: Beginner/Refresher
CATEGORY: Payments
DURATION: 1h 7m
COST: $119 (no charge with a Payments Education Subscription)
CONTACT: LearningCenter@synergentcorp.comYou’ve heard about Apple, Android, and Samsung Pay, but have you heard that Visa Checkout, Master Pass, and Netflix are tokenizing too? Join us for a comprehensive review of each of these tokenized payment applications and delve into topics such as:
- Comparisons of the three Pays
- How to provision each Pay
- Transaction and provisioning research
- What is Visa Checkout and MasterPass?
- Why do I see new Token Requestor IDs on my CD12, and what do I do with them?
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Understanding Charge-Offs in Episys
LEVEL: Intermediate
CATEGORY: Technology
DURATION: 1h 15m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comHow familiar are you with the charge-off process in Episys? Do you know which reports to look at, or how to create a custom EasyWriter report for this purpose? In this webinar we’ll review the process, including the fields that need to be file-maintained when a share or loan is charged off. Attend this session and you’ll be able to:
- Know which fields are affected when you charge off a loan or share
- Review the credit bureau fields after the charge-off is completed
- Manage the charged-off loan using the Collections package and reports
- Add fees to a charged-off loan
- Reverse a charged-off loan
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Understanding Episys Help Files and Letter Files
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 22m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comLearn how to take advantage of Episys Help files and Letter files to increase your credit union’s efficiency. Did you know that you can easily create a custom Help file for most Episys fields so that you always have valid values and other information at your fingertips? Do you know how Letter files are used in conjunction with other Episys functionality? Attend this webinar and learn all this and more:
- Locate specific Help files and Letter files
- Create and update these files
- Access Letter files in Teller Transactions
- Use Letter files to update messages in various areas of Episys
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Understanding Fees in Episys
LEVEL: Intermediate
CATEGORY: Technology
DURATION: 1h 8m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis webinar provides an overview of how fees are assessed and processed in Episys. You’ll learn about the functionality of common fees such as NSF, Courtesy Pay, and Late Charge fees. Become a pro at troubleshooting the assessment of fees, reading member history to determine which type of fee was assessed, and knowing when to use the FE tran code as opposed to the GL tran code to post a fee. You won’t want to miss this important webinar.
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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User Privileges
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 1h 3m
COST: $119 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the User Privileges training manual. In this webinar you will learn about:
- Setting up and maintaining user privileges
- Restricted user privileges
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
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Vault Teller
CORE CURRICULUM
LEVEL: Beginner/Refresher
CATEGORY: Technology
DURATION: 22m
COST: $79 (no charge with a Technology Education Subscription)
CONTACT: LearningCenter@synergentcorp.comThis is a Core Curriculum recording and is based on the Vault Teller training manual. In this webinar you will learn about:
- Buying and selling cash
- Balancing
If you see the REGISTER TO WATCH button and you have a user account, please log in to watch this recording on demand.
