Suppressing Specific Accounts Within a Membership

Suppressing specific accounts within a membership is a configuration option for credit unions that offers greater control over the shares and loans their members can view and access in Banno. Credit unions can now suppress specific shares, loans, and external loans from appearing in Banno, which helps mitigate compliance risks, prevent unintentional collection attempts, and minimize other headaches.

Now available for all credit unions, this feature is driven by the core warning codes an institution already uses. While this is a configuration-driven feature, the settings are managed securely by our Operations team

Important Clarity On Warning Codes: The functionality outlined here suppresses accounts from both the accountholder’s view in their account list and the Banno transfers feature. Because these shares and loans are removed from the transfers workflow, this configuration effectively restricts money movement for the suppressed accounts. Additionally, please note that this functionality does not include Account Tracking Records (ATRs), as warning codes are not available within those accounts on Symitar.

How to Get Started

To get started, simply create a support ticket stating the specific warning code(s) to be used for suppression, and our Ops team will update the configuration. Once set up, any shares or loans flagged with those warning codes will be hidden from the accountholder.