"Tips" & "Tricks"

Credit Union Maintenance - (Maintenance ==> System)

  • For the two report title fields stored within credit union maintenance, double-click to auto-update these fields.
  • Setup your document counts, found under the "Doc. Counts" tab. If you operate cheque printing from multiple branches, Curtains can record and monitor the current cheque number for each individual branch as cheques are printed from there. (Note: To introduce an new document count, press "F5" whilst focus is on the last existing document count.)

    To setup cheque printing you must complete the following steps:

    Step 1 - Defining a new cheque count range.

    Step 2 - Assigning a cheque count to your user record.

    Member Maintenance - (Maintenance ==> MemberShip)

  • When focus is on the "member number" box, pressing "F2" will suggest the next available member number.
  • Direct Credit Maintenance - (Maintenance ==> MemberShip)

  • Right-clicking an entry within the "existing items" grid allows the user to delete that entry.
  • Member Profile Maintenance - (Maintenance ==> MemberShip)

  • Right-clicking an entry within the grid allows the user to delete that entry.
  • Nominal Posting - (Processing)

  • Pressing "F2" on the "date" box (screen 2) will display the nominal transaction history. The user can enter a transaction number or double-click an entry on the grid to create a compensating entry for an incorrect posting.


  • The user can search for a nominal code by entering the first few characters, of the description, when focus is on the "nominal code" box.
  • Transaction Posting - (Processing)

  • Pressing "F10" on the "member number" box when a valid member number is entered, displays the members transaction history. Double-clicking an entry within the grid allows the user to reverse the entry.


  • Pressing the keys listed below whilst on the "member number" field will do the following:
  • Pressing "F9" on the "member number" box when a valid member number is entered, toggles the on/off option for "Show nil balances"

    Manual Loan Allocation - (Processing)

  • When a valid member number has been entered, you have the option at this point to produce your loan documentation. This can only be done if there is an existing application on file for the member. The application details are entered via Member Enquiry.
  • Member Enquiry - (Enquiry)

  • An NI number can be entered into the "payroll number" box to search for a member.


  • You can search on a members name by entering the first few characters of their "surname" and/or "forename".


  • "SMS" messages can be sent within the "standard letter" area.


  • Whilst in the "view transactions" screen of member enquiry, clicking on the "member number" box will end the enquiry quickly.


  • Within member enquiry, click into the address box to copy the address onto your clipboard making it accessible to other applications.


  • Within member enquiry, click into the address box to copy the address onto your clipboard making it accessible to other applications.
  • Nominal Enquiry - (Enquiry)

  • Right-clicking on a batch number within the grid will produce a preview of the audit report making up that batch.


  • A nominal ledger printout can be produced for a user defined date range by clicking on two separate dates within the grid.
  • Cheques & BACS Output - (Reports ==> Cheques & BACS)

  • When entries are displayed within the grid, right-clicking the entry allows the user to set that entry as already paid. This means the entry will not be included in the BACS file creation.
  • Loan Analysis - (Statistics)

  • Clicking within any box after selecting a category and clicking the "Total" button, will give you a drill-down of the members that make up that total.
  • Loan Delinquency - (Statistics)

  • This program allows you to create a test file to send to "Equifax". This will highlight any potential failings in the file before outputing your live submission. (see options)


  • Revolving credit loans can be excluded from the delinquency calculation if required.


  • From the "options" menu, you can choose to calculate delinquency on a single product. Useful if reporting on "growth fund" loans for example.


  • Maintain a healthy provision, using "FSA" guidelines, by clicking the "My Provision" button following calculation.
  • General

  • When this button is available, click to use "Kesho's" default setup.

  • If you require a local copy of your SQL Server data, select "Export" from the "Help" menu.

  • (Where cheque production is available) If the user has accidentally clicked "Yes" to the question "Cheque required?" when it is not, an additional button narrated "Oops I don't want one" has been implemented onto the cheque preview. This allows the user to cancel the cheque from being printed.

  • If you are making use of the photographic ID within Curtains, and you want to remove an ID associated with a member, call up the ID page via Member maintenace or Member enquiry and right-click on the photograph and select the option too "Delete photograph".