Check Out the New Resources Featured in this Edition of Documentation Digest!

Documentation Digest is your go-to knowledge base for questions relating to 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

  • Will CU employees have the ability to look at other employee accounts in the CTE library?  View this NEW topic! (KB 5664)
  • Why can’t we have 2-digit IDs set up for every one of the credit union’s employees at the credit union?  Take a look at this NEW topic! (KB 5667)

Show Me the Steps Online Help

For details on printing a Subsidiary Trial Balance, Click here to check out our Show Me the Steps Online Help topic.

OnDemand Video

Check out our CBX video tutorials! For a detailed look at Employee Security options in CBX, check out this video recording!

Want to learn all about Designing CBX Loan Products? Click here to check out our helpful video guide!