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
- What should I do if I get an error message while working in the CTE? Check out this NEW topic! (KB 5660)
- How will support be handled for the CTE? Can a CSR access my CTE environment? Take a look at this NEW topic! (KB 5661)
- Do standard issues have a priority over CTE issues? View this NEW topic! (KB 5662)
- Since the member accounts will be the same in our CTE, how will a user be able to keep track of which files they are working on? Take a look at this NEW topic! (KB 5666)
Show Me the Steps Online Help
For details on balancing subsidiaries to the general ledger in CBX, Click here to check out our Show Me the Steps Online Help topic.
OnDemand Video
We’re gearing up for the transition to CBX! Check out our latest video tutorials for Opening Memberships and Accounts, as well as Closing Memberships and Accounts.
