 |  |
|
| Receipts | ||
| Photo ID | ||
| Loans | Limited * | |
| Membership Forms | Limited * | |
| Reports | ||
| eStatements | ||
| Credit Bureau Reports | ||
| Miscellaneous Member Forms | ||
| Tax Documents | ||
| Accounts Payable | ||
| Scanned Documents | Limited * | |
| Board Minutes | ||
| Other Documents as deemed necessary by the Credit Union | ||
| Checks |
* Limited means only certain documents are permitted. While some will be permissible, others will not be. Consult the warranty documents for a complete list.
Effective April 1, 2023, CU*Answers will no longer participate in the funding of Virtual StrongBox (VSB) for the cuasterisk.com network. We will continue to integrate and maintain our partnership with VSB and encourage credit unions to consider this solution as a more comprehensive way for members to upload and store their own documents. In the… Read more »
Receipts and forms are now available in It’s Me 247, accessible right next to eStatements. Best of all, these can be accessed for FREE! If you have not already done so, you can set up receipts in forms in It’s Me 247 simply by marking a checkbox in ProDOC. Don’t forget: in tandem with this… Read more »
Imaging Solutions is excited to debut Native Receipts, now available in Active Beta! Available first with Xpress Teller, the Native Receipts application allows tellers to view, sign, print and archive receipts, replacing the functionality currently performed by ProDOC. Signing up for the Active Beta for Native Receipts is completely FREE! To participate, your credit union… Read more »
Let your members self-serve by accessing their tax forms from It’s Me 247 via desktop or their mobile phones, right alongside their account statements! This means that your members will no longer need to contact you for lost or misplaced forms. If they do, you can point them to online banking and give them a… Read more »
Imaging Solutions is excited to debut Native Receipts, now available in Active Beta! Available first with Xpress Teller, the Native Receipts application allows tellers to view, sign, print and archive receipts, replacing the functionality currently performed by ProDOC. Signing up for the Active Beta for Native Receipts is completely FREE! To participate, your credit union… Read more »
Let your members self-serve by accessing their tax forms from It’s Me 247 via desktop or their mobile phones, right alongside their account statements! This means that your members will no longer need to contact you for lost or misplaced forms. If they do, you can point them to online banking and give them a… Read more »
Imaging Solutions is excited to debut Native Receipts, now available in Active Beta! Available first with Xpress Teller, the Native Receipts application allows tellers to view, sign, print and archive receipts, replacing the functionality currently performed by ProDOC. Signing up for the Active Beta for Native Receipts is completely FREE! To participate, your credit union… Read more »
What’s going on with ITM vendors? What interfaces are in production today and what’s being built? How do you get started? Join the conversation and add your voice to what is happening in the world of teller technology alternatives. Join CU*Answers Imaging Solutions for a Conversation on Interactive Teller Machines! Kicking off our first meeting,… Read more »
As announced at this year’s Leadership Conference, receipts and forms are now available in It’s Me 247, accessible right next to eStatements. Best of all, these can be accessed for FREE! You can set up receipts in forms in It’s Me 247 simply by marking a checkbox in ProDOC. In tandem with this move, effective… Read more »
As announced at this year’s Leadership Conference, receipts and forms are now available in It’s Me 247, accessible right next to eStatements. Best of all, these can be accessed for FREE! You can set up receipts in forms in It’s Me 247 simply by marking a checkbox in ProDOC. In tandem with this move, effective… Read more »
Register for the CU*Answers Golf Outing, which will be held at the Saskatoon Golf Club during the 2024 Leadership Conference Week! Unwind after an exciting week of events with a round of golf, a cold drink, and a pig roast lunch. Click the link below to register today! Register Today
A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
Boost your loan portfolio with 1Click Loans! Click the link below to get started on your 1Click journey today!
