VOLUME 20 - BULLETIN #141
TO:
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ALL CLEARING MEMBERS
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FROM:
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BUSINESS SYSTEMS GROUP
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DATE:
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May 5, 2000
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SUBJECT:
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Elimination of Report Distribution to Lock Boxes
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As previously announced in Volume 19 – Bulletin #332, BOTCC® has begun a project to gradually eliminate hard copy report distribution to the lockboxes. The following are all month end reports that will be printed and distributed to the lockboxes for the last time in May for the business of April:
BFR00005
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Firm Monthly Detail by Broker & Account
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BFR00006
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Firm Monthly Detail by Account & Broker
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BFR00007
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Firm Monthly Summary by Broker
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BFR00012
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Firms Monthly Banking Summary Report
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BFR00020
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Firm Monthly Banking Summary Report – Test Users
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BFR00039
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Firm Monthly Broker Exception Report
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BFR00048
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Firm Rejected Banking Report
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BFR00055
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Firm 1099-Misc Transaction Register - Update
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BFR00055A
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Firm 1099-Misc Transaction Register - Monthly
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BFR00055B
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Firm 1099-Misc Transaction Register – Prior Year
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BFR00062
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Firm 1099-Misc Information Register - Update
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BFR00062A
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Firm 1099-Misc Information Register
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These reports will only be available through Infopac and BOTCC’s web page at http://www.botcc.com under reports. Before hard copy printing is turned off, please make sure that appropriate firm personnel have access to these reports through Infopac and Reports via the Internet. If not, please submit the attached User update form.
Should you have any questions, please call or e-mail one of the following Business Systems Analysts:
User ID and Password Update Form
Firms should complete the appropriate section of this form and submit it to the Business Systems Department located in Suite 1430 of the Board of Trade Building or E-Mail to BSG@botcc.com. Only one update request should be submitted per form. This form must be signed by a manager or above of the firm.
Firm Numbers________---________---_________----_________ Date________________
____________________________________________________________________________________________
Check One
________ Assign the Following Employee User ID and Password:
____________________________
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____________________________
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____________________________
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First Name
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Middle
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Last Name
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Employee Telephone Number__________________________________________________________
Check Applications
OTIS_____________
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Preliminary Settlements____________
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Infopac/_________
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ATOM_________
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Reports
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Data Mart
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_______ Manuals_________________
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Pay/Collect
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GAINS Update
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_______ GAINS Inquiry ____________
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Internet__________
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NY ATOM______
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________ Reset/Change/Delete the Following User ID and Password:
____________________________
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_________________________
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_____________________________
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First Name
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Middle
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Last Name
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Employee Telephone Number
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_________________________
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F___________________________
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_______ _______ _______ ______
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User ID
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Firm Numbers
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Check Applications (A = Add / D = Delete)
OTIS_____________
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Preliminary Settlements____________
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Infopac/_________
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ATOM_________
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Reports
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Data Mart
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_______ Manuals_________________
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Pay/Collect
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GAINS Update
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_______ GAINS Inquiry ____________
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Internet__________
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NY ATOM______
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Signed By:______________________________________________ Title:______________________________
Name (Print)____________________________________________ Phone Number___________________
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