Viewing Account Information via Inquiry Need a quick way to show your staff how they can use the CU*BASE Inquiry tool to view member account information? Refer them to this video, which has been viewed 6,631 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Don’t forget: The 22.10 Release of CU*BASE is arriving on October 9th for Online and Site-Four credit unions and October 16th for Self-Processors. If you missed our recent release training webinar, a video recording is now available for review. Take a look at the enhancements and updates coming in October – click the button below to view the… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 3rd Quarter Update Before you start working on your 3rd quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q322 Call Report any time after October 1, but be… Read more »
Viewing Transaction History via Inquiry Need a quick way to show your staff how they can use the CU*BASE Inquiry tool to view a member’s transaction history? Refer them to this video, which has been viewed 6,649 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
CU*BASE Release 22.10 Online and Site Four Release Date is October 9 Self-Processor Release Date is October 16 Documents 22.10 Release Summary 22.10 New and Updated Tool Summary 22.10 Database Changes Summary Training Attend a Release Review Webinar Wednesday, October 5 @ 3:00 PM – 4:30 PM ET Click here to register! Beta Reports If… Read more »
CU*BASE GOLD Favorites – Part 6: Display Options Need a quick way to show your employees display options for favorites in CU*BASE GOLD? Refer them to this video, which has been viewed 1,317 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
CU*BASE 22.10 is coming soon – join one of our upcoming release training sessions! The 22.10 release of CU*BASE will be arriving on October 9th for Online and Site-Four clients, and on October 16th for Self-Processing credit unions. CU*Answers will be hosting two separate training sessions for the upcoming release on the following dates: Thursday,… Read more »
CU*BASE GOLD Favorites – Part 5: Making Favorites the Default Need a quick way to show your staff how they can set their favorites as the default toolset when logging into CU*BASE GOLD? Refer them to this video, which has been viewed 994 times! Play Video Check out our entire collection of video tutorials in the Show… Read more »
Spruce Up Your Accounts Payable Checks! (with Invoice Number and Customer Number on the Memo Line) When you issue checks from the Accounts Payable system, does your credit union print your credit union name in the Memo line? Did you know you can select to print the first invoice number paid instead? Keep in mind… Read more »
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read 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
Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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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
