Xpress Teller 101: Workflow Controls

Welcome back to Xpress Teller 101! Xpress Teller is a new, separate teller processing platform to CU*BASE, designed to streamline and simplify the teller experience. Xpress Teller will be available in the CU*BASE 21.05 release.

As Xpress Teller is an alternative to the standard teller system, it uses its own workflow controls within Tool #1775 Workflow Controls: Xpress Teller, click here to see a sneak peek!

What controls do I have with Xpress Teller that I do not have with Standard Teller?

  • Where to search,
  • What to show on the search screen
  • What to include in the Member Service slider menu
  • Prompt for code word
  • Member maintenance
  • Privacy masking
  • Funds-in screen controls
  • Deposits/withdrawals screen controls

Read more about Xpress Teller in the Kitchen:

https://www.cuanswers.com/resources/kitchen/t2-xpress-teller/

The Next HA Rollover is Coming February 6th – We Need You to Perform a Connectivity Test!

The Next HA Rollover is Coming February 6th – We Need You to Perform a Connectivity Test!

Twice each year, CU*Answers tests our ability to redirect CU*BASE core-processing from our production data center to our high-availability (HA) data center.  The next HA rollover is scheduled for Sunday, February 6th. This rollover will enable support teams to perform planned network maintenance at the primary production data center without disrupting core processing.  The rollover… Read more »

Jan 14, 2022

Did You Update Your Automated Queries After the Release?

Did You Update Your Automated Queries After the Release?

Don’t forget: the 21.12 Release of CU*BASE was implemented on December 5th.  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 »

Dec 31, 2021

December Owner’s View Monthly Recap

December Owner’s View Monthly Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the December 2021 edition of the Owner’s View Monthly Recap! December 2021 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 »

Jan 3, 2022

November Owner’s View Monthly Recap

November Owner’s View Monthly Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the November 2021 edition of the Owner’s View Monthly Recap! November 2021 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 »

Dec 2, 2021

CU*BASE Release 21.12 is Arriving Soon!

CU*BASE Release 21.12 is Arriving Soon!

CU*BASE Release 21.12 Online and Site Four Release Date is December 5 Self-Processor Release Date is December 12 Documents 21.12 Release Summary 21.12 New and Updated Tool Summary 21.12 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… Read more »

Nov 29, 2021

Did You Update Your Automated Queries After the Release?

Did You Update Your Automated Queries After the Release?

Don’t forget: the 21.10 Release of CU*BASE was implemented on October 3rd.  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 »

Nov 8, 2021