Documentation Digest is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! Click on the links below for a deeper dive into each item, and don’t forget to share these with your staff!
Knowledge Base Topics
- How do I print CTR forms, so I can archive them for retention purposes? Click here to view this NEW topic! (KB 5556)
- What is the retention period for CTR files? Learn more about this NEW topic! (KB 5481)
- Do I need to use Corporate One as my corporate CU to use RTP®? View this NEW topic! (KB 5550)
OnDemand Video
Looking for a quick way to show your staff how they can use the loan quoter tool to provide members with loan payment estimates? Check out this video from our Show Me the Steps series!
Show Me the Steps Online Help
For details on balancing your investment subsidiary to the General Ledger in CU*BASE, click here to check out the Show Me the Steps Online Help topic.
