Formatting a Report Using Report Builder Need a quick way to show your staff how they can format data for reports created using the CU*BASE Report Builder Tool? Refer them to this video, which has been viewed 678 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
CU*BASE Release 22.12 Online and Site Four Release Date is December 4 Self-Processor Release Date is December 11 Documents 22.12 Release Summary 22.12 Database Changes Summary Reminders GOLD Version Check Following the release, if someone logs into a workstation that is not at the proper version of GOLD or the JWalk Client, the user will… Read more »
CU*BASE 22.12 is coming soon – join our upcoming release training session! The 22.12 release of CU*BASE will be arriving on December 4th for Online and Site-Four clients, and on December 11th for Self-Processing credit unions. CU*Answers will be hosting a training session for the upcoming release. During this Release Training session, Keegan Daniel and… Read more »
Selecting Records When Using Report Builder Need a quick way to show your staff how they can specify which data they would like to have included in a report when using the CU*BASE Report Builder Tool? Refer them to this video, which has been viewed 686 times! Play Video Check out our entire collection of video… Read more »
Selecting Columns When Using Report Builder Need a quick way to show your staff how to specify the columns they would like to have displayed when using the CU*BASE Report Builder Tool? Refer them to this video, which has been viewed 995 times! Play Video Check out our entire collection of video tutorials in the Show Me… Read more »
Don’t Miss the Deadline! Tax Form Handling Instructions are Due November 14th Make sure to complete your Tax Form Handling Instructions (Tool #916) before November 14! And don’t forget to keep on track with your Month End Processing Tasks. Self-Processing Credit Unions: confirm tax form archival instructions by completing the Tax Forms Archival Instructions… Read more »
Don’t forget: the 22.10 Release of CU*BASE was implemented on October 9th. Be sure to review database changes before running queries for this month. Click here to view documents including the latest Release Summary and Tool Changes. Visit Show Me the Steps for step-by-step instructions on how to use the Automated Reports and Queries feature:… Read more »
Don’t Miss the Deadline! Tax Form Handling Instructions are Due November 14th Make sure to complete your Tax Form Handling Instructions (Tool #916) before November 14! And don’t forget to keep on track with your Month End Processing Tasks. Self-Processing Credit Unions: confirm tax form archival instructions by completing the Tax Forms Archival Instructions… Read more »
Using the Rate Inquiry Tool to View Loan Rates Need a quick way to show your staff how they can use the Rate Inquiry tool to find the latest interest rates for loan products? Refer them to this video, which has been viewed 3,265 times! Play Video Check out our entire collection of video tutorials… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the October 2022 edition of the Owner’s View Monthly Recap! October 2022 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »
A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
Take a look back at some important topics from the first half of November 2024! View Topics
