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 »
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 »
Let Members Pay Down Loans with Remote Deposit Checks! Did you know that you can configure select loan categories to accept payment via Remote Deposit Capture? After setup, the next time the member deposits a check via this channel, their loan account will appear in the deposit accounts listing. Check out this easy way to… Read more »
Lenders, Want to Lend Based on What You Know About the Member? Would you like to evaluate a borrower based on whether they are a long-time member, have high balances with your credit union, a history of paying back your loans, and a regular direct deposit at the credit union? Score them by giving them… Read more »
Lenders, Check Out Our Time Saving Tip for the Loan Queue (Tool #2)! Do you enter the loan queue (Tool #2) several times each day? Check out this time saving tip! Do you want to always see the previous week’s applications first? Save that date range in your Saved Settings and that relative date will… Read more »
Special Tips on Setting Up Trust Accounts in CU*BASE! Sometimes a trust account will use a member’s Social Security Number, other times it will use a Taxpayer Identification Number/Employer Identification Number. Either way, CU*BASE Online Help has helpful tips for setting up trust accounts in CU*BASE. Looking to use a new membership designation? CU*BASE even… Read 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
Take a look back at some important topics from the first half of November 2024! View Topics
