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Support Tips
FAQs
Search common questions and facts for each system to help you find a fast, dependable answer.
BankManager®
How may I change a customer number? 
Select the customer number you wish to change. Right click on the label (the actual words) 'Customer Number'. A dialog box will display asking you
if you really want to change the customer number. Click Yes and another dialog box with a field to change the customer number will appear.
How do I rebuild exceptions?
Exceptions are automatically rebuilt after a download from your host system. To rebuild them manually, right click on an area about 1/4 inch in
diagonally from the lower left hand corner of the screen.
How do I move a loan that is linked to one customer to another customer?
Click on the 'Link' button (the single person icon) in the lower right corner of the loan area. You will be prompted to enter a new customer number
to link the loan to.
Can I move collateral from one customer to another?
Pull up the collateral you wish to move. Click on the Move button. You will be prompted to enter the correct customer number for the new customer
you would like the collateral linked to.
CompliancePro
What do I do if the person who needs to fill out the questionnaire does not have access to CompliancePro®?
You have two choices. First, you can add that user to the list of users that do have access, but the more likely possibility would be to locate the
expected Questionnaire in the reports menu. The Report that will generate this is called "Questionnaire - Manual Data Entry". You can generate a copy
of the questionnaire in PDF and print it or email it to the intended employee.
My supervisor instructed me to go to the Calendar and create a workbook for someone, however when I log in to CompliancePro®, I am
unable to locate the Calendar tab.
Your System Role doesn't match up with what you are being asked to do. Check with your CompliancePro® administrator to adjust your User
rights within the system. To Create new workbooks, you need to be either a Mid Level End User or a Compliance Officer.
When sending a multi-page pdf report to the printer, the printer pauses after each page. This ultimately causes the report to use an exorbitant
amount of time to print. What can I do to speed up the printing process?
The problem is related to the printer driver, which is likely the standard driver packaged with Windows. Install the printer using the manufacturer's
printer driver which may be found via the manufacturer's website.
Text in a report has a small box printing around each line. Why does this happen and what can I do to remove it?
The problem is related to the printer driver, which is likely the standard driver packaged with Windows. Install the printer using the manufacturer's
printer driver which may be found via the manufacturer's website.
I need to add additional corrective action information to a issue that was created in a workbook, but the workbook has been released and no longer
shows up on my Home Tab?
Mid Level End Users and Compliance Officers can open issue management screens from a tab called Issue Summary. In this screen you can edit any issue
based up on its area and subarea.