Sunsetting the End of Month Checklist Service

In February of 2022, we began delivering the End of Month Checklist Form via CU*Answers Client News.  As we move into the new year, the Client Services and Education team will be sunsetting the End of Month Checklist service, with January 2023 planned as the final month for this service.

Moving forward, we will be delivering End of Month information exclusively through Client News.  If you have credit union staff who regularly receive emails relating to the End of Month Checklist service, we will automatically sign them up to begin receiving the End of Month Checklist Form, along with other Client News emails.

If you have staff who will be involved with completing end of month tasks and who are not yet signed up to receive Client News emails from CU*Answers, you can request that they be added to our mailing list by placing an order on our store page (FREE of charge).

Sign Up Today

Additionally, we will be hosting several informational webinars throughout the 2023 calendar year, where we will discuss End of Month tasks.  Keep an eye on your inbox for future communications detailing these sessions!

If you have any questions, please reach out CU*Answers Client Services.

Don’t Forget – We Will be Sunsetting the End of Month Checklist Service at the End of January

Don’t Forget – We Will be Sunsetting the End of Month Checklist Service at the End of January

As a reminder, the CU*Answers Client Services and Education team will be sunsetting the End of Month Checklist service, with January 2023 planned as the final month for this service.  Moving forward, we will be delivering End of Month information exclusively through Client News. Credit union staff who regularly receive emails relating to the End… Read more »

Jan 6, 2023

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 2022 edition of the Owner’s View Monthly Recap! December 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 »

Jan 4, 2023

Check Out the Release Resource Companion for the 22.10 and 22.12 CU*BASE Releases

Check Out the Release Resource Companion for the 22.10 and 22.12 CU*BASE Releases

The CU*BASE Release Resource Companion includes links to relevant resources and the latest updates to our core software, with brief summaries of each.  Follow the link below to review the Release Resource Companion for CU*BASE 22.10 and CU*BASE 22.12 – inside you will find key items related to the 22.10 and 22.12 Releases including: NEW… Read more »

Dec 22, 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 2022 edition of the Owner’s View Monthly Recap! November 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 »

Dec 16, 2022

CU*BASE Release 22.12 is Arriving Soon!

CU*BASE Release 22.12 is Arriving Soon!

CU*BASE Release 22.12 Online and Site Four Release Date is December 4 Self-Processor Release Date is December 11 Documents 22.12 Release Summary 22.12 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 the JWalk Client, the user will… Read more »

Dec 16, 2022

Join Us for CU*BASE 22.12 Release Training!

Join Us for CU*BASE 22.12 Release Training!

CU*BASE 22.12 is coming soon – join our upcoming release training session! The 22.12 release of CU*BASE will be arriving on December 4th for Online and Site-Four clients, and on December 11th for Self-Processing credit unions.  CU*Answers will be hosting a training session for the upcoming release. During this Release Training session, Keegan Daniel and… Read more »

Dec 16, 2022

Did You Update Your Automated Queries After the Release?

Did You Update Your Automated Queries After the Release?

Don’t forget: the 22.10 Release of CU*BASE was implemented on October 9th.  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, 2022