Documentation Digest is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! Click on the links below for a deeper dive into each item, and don’t forget to share these with your staff!
Knowledge Base Topics
- How can we delete query files that are no longer needed? Click here to view this NEW topic! (KB 5636)
- Will there be a lot of delinquent loan accounts in my CTE, similar to Bedrock? Check out this NEW topic! (KB 5675)
- Will I be able to control which tools employee IDs can access in CTE? Can I acces security controls? Click here for more details on this NEW topic! (KB 5665)
- Are we able to request more or less data scrubbing during the quarterly CTE refresh? Learn more about this NEW topic! (KB 5670)
Show Me the Steps Online Help
For details on how to adjust a member’s account to reflect a return and add a manual ACH return within CBX, Click here to check out our Show Me the Steps Online Help topic.
For details on the process of correcting an Accounts Payable Vendor Check, Click here to check out our Show Me the Steps Online Help topic.
