ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the August 2022 edition of the Owner’s View Monthly Recap! August 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 »
CU*BASE GOLD Favorites – Part 3: Creating a Favorites Group Need a quick way to show your staff how they can organize groups of Favorite Tools in CU*BASE? Refer them to this video, which has been viewed 1,013 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Welcome to your 2022 Year-End Processing Bulletins! These emails will serve as periodic reminders of tasks, deadlines, and updates on any changes to the published processing schedule or timeline of events. Historically, a printed paper copy of a year-end processing guide is delivered to your credit union each year in late October/early November. While these… Read more »
CU*BASE GOLD Favorites – Part 2: Removing a Tool from Your Favorites List Need a quick way to show your staff how they can remove a tool from their Favorite Tools list in CU*BASE? Refer them to this video, which has been viewed 1,020 times! Play Video Check out our entire collection of video tutorials… Read more »
CU*BASE GOLD Favorites – Part 1: Saving a Tool as a Favorite Need a quick way to show your staff how they can save a tool as a favorite in CU*BASE? Refer them to this video, which has been viewed 6,788 times! Play Video Check out our entire collection of video tutorials in the Show Me… Read more »
From the credit unions that applied to be part of the beta test for CU*BASE GOLD 22.10 coming in October, the following 2 credit unions were selected: TruChoice Federal Credit Union Partnership Financial Credit Union Thank you to everyone who expressed interest in joining this beta test, we hope to hear from you for the… 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 »
Using the Sort Feature with the Work ACH Exceptions Tool Need a quick way to show your staff how they can use the sort feature available with the CU*BASE Work ACH Exceptions tool? Refer them to this video, which has been viewed 100 times! Play Video Check out our entire collection of video tutorials in… Read more »
Ditch the Spreadsheet! Keep ACH-Paid Payments with Your Vendor History in CU*BASE! Did you know that you can track payments you make to CU*Answers or other companies by adding them to your Accounts Payable vendor history? By following some easy steps below, your Account Payable vendors (companies) are automatically updated each time an ACH transaction… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the July 2022 edition of the Owner’s View Monthly Recap! July 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
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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Take a look back at some important topics from the first half of November 2024! View Topics
