Documentation

Updated
November 21, 2016

Release Summaries

Are you looking for information about future releases? Check out the Release Planning Page Or take a look at training and demo videos from previous releases. 2020 Owner’s View Monthly Recap – June 2020 CU*BASE Release 20.07 Release Summary – July 12, 2020 CU*BASE Release 20.07 Tool Changes – July 12, 2020 CU*BASE Release 20.07 Database… Read more »

Release Planning

Ever wonder what’s coming for CU*BASE or It’s Me 247 online banking or other CU*Answers tools?  This page is intended to help you keep in the loop for things that are in the pipeline or nearing completion.  Just remember that our development cycle is a living, breathing machine and we are committed to remaining flexible and nimble so that… Read more »

Pricing Guides

  Pricing Philosophy Pricing is a tricky business. You can approach it from several different perspectives, ranging from “charge what the market will bear,” to “recover your development costs plus a small profit,” to “give it away and hope for a bigger payoff down the road from the relationship,” to myriad other cost accounting, profit… Read more »

“Tricks of the Trade” Newsletter Series

CU*Answers provides a wealth of education and documentation tools. Although the series is on temporary hiatus, you can still get a lot of great information from previous editions of the newsletter: what resources are available, how to find and use them, and best-kept secrets you maybe haven’t run across before! Documentation: Tricks of the Trade… Read more »

Risk Assessment Center

Share with Your Partners! Have you developed a risk assessment format that you believe works well and satisfies the NCUA requirements? Share your format with your CUSO partners! Submit a copy of your risk assessment or the template you used (clean it up to remove any details you’d rather keep private, of course) to dmoore@cuanswers.com… Read more »

My Favorite Dashboards and Reports Series

These helpful brochures cover over 60 CU*BASE dashboards and reports and over 100 CU*SPY reports! My Favorite Dashboards and Reports Auditing and Compliance Jim Vilker, Vice President, Professional Services, AuditLink, CU*Answers, has picked his top ten CU*BASE dashboards and reports in the My Favorite Dashboards and Reports – Auditing and Compliance brochure. Use this resource… Read more »

Check Out the CU*BASE 20.07 Release Resource Companion

Check Out the CU*BASE 20.07 Release Resource Companion

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 20.07 Release Resource Companion – inside you will find key items related to the 20.07 Release including: New videos for 1Click Offers and Flex Loans… Read more »

Jul 17, 2020

June Owner’s View Monthly Recap

June 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 June 2020 edition of the Owner’s View Monthly Recap! June 2020 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 »

Jul 9, 2020

CU*BASE GOLD 20.07 Coming Soon!

CU*BASE GOLD 20.07 Coming Soon!

Another CU*BASE Release Is Coming!  Mark your calendars for the date below, when you will receive CU*BASE GOLD Version 20.07: Online credit unions: July 12 Site-Four partners: July 12 Self-processing credit unions: July 19 Release Documents 20.07 Release Summary 20.07 Tool Changes 20.07 Database Changes Release Training General Release Training This training will provide an… Read more »

Jul 9, 2020

May Owner’s View Monthly Recap

May 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 May 2020 edition of the Owner’s View Monthly Recap! May 2020 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 »

Jun 5, 2020

CU*BASE GOLD 20.04 Coming Soon!

CU*BASE GOLD 20.04 Coming Soon!

ATTENTION SELF-PROCESSING CREDIT UNIONS Another CU*BASE Release Is Coming!  Mark your calendars for June 7, when you will receive CU*BASE GOLD Version 20.04: Release Documents 20.04 Release Summary 20.04 Tool Changes 20.04 Release Resource Companion Release Training General Release Training This training will provide an overview of all release enhancements. A recorded version of the… Read more »

May 21, 2020

Did You Update Your Automated Queries After the Release?

Did You Update Your Automated Queries After the Release?

Don’t forget: the 20.04 Release of CU*BASE was implemented on April 26th.  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 »

May 7, 2020