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Tuesday, January 4

4:00 PM – 4:30 PM ET

This Month’s Focus

Year-End Reminders for January

Join us for a review of year-end task reminders for the month of January.  During this session, we will discuss:

  • Running Tax Information Reports.
  • Final verification of IRA Balance File data (distributions only for all IRA plan types, including death distributions to beneficiaries) and HAS Balance File data.
  • Verifying Tax Files and making adjustments where necessary.
  • Verifying 1099-MISC amounts for Accounts Payable Vendors.
  • Closing the General Ledger for 2021 (this must be completed prior to reporting the January YTD figures.)

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Get Registered for CU*Answers University Week!

Get Registered for CU*Answers University Week!

CU*Answers University Week is coming July 18 – July 21!  Register for our most timely and relevant courses condensed into one week – each course is FREE to attend!   Monday, July 18 9:30 AM – 10:30 AM ET Getting Started with Unique Data Management (UDM) Register for classroom session Register for web conference  … Read more »

Jun 24, 2022

Do You Have a New Teller or Member Service Representative?

Do You Have a New Teller or Member Service Representative?

Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative.  This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD.  We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »

Jun 1, 2022

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, May 10 4:00 PM – 4:30 PM ET This Month’s Focus OnDemand ACH Posting Do you have members requesting to post their paycheck to their account a day early?  Use the CU*BASE on-demand one-time posting feature.  Once activated, your employee can post your member’s pending deposit by selecting the ‘GO!’ button above the ACH… Read more »

May 2, 2022