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. 2021 Owner’s View Monthly Recap – March 2021 Owner’s View Monthly Recap – February 2021 February 2021 Table Changes Owner’s View Monthly Recap – January 2021 Imaging Solutions 21.03 Release… 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 »

Newsletters

Stay current by subscribing to CU*Answers newsletters. You can subscribe to The Education Report, a monthly EOM tasks or statement inserts reminder email, and the SettleMINT EFT newsletter.  Don’t worry, you can unsubscribe at any time. Why not do it today? Sign Up for EOM Task Reminder or Statement Insert Reminders here

March Owner’s View Monthly Recap

March 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 March 2021 edition of the Owner’s View Monthly Recap! March 2021 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 »

Apr 6, 2021

February Owner’s View Monthly Recap

February 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 February 2021 edition of the Owner’s View Monthly Recap! February 2021 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 »

Mar 3, 2021

TOMORROW: New Phone Number Flags and Card Processing Changes Begin

TOMORROW: New Phone Number Flags and Card Processing Changes Begin

Don’t forget! Beginning tomorrow, February 9, CU*Answers will begin using a new method for determining which member phone numbers are sent to EFT vendors. There are several things happening with this change,  including new options for flagging phone numbers, new rules for what triggers a vendor maintenance record, and a conversion over existing data for… Read more »

Feb 8, 2021

January Owner’s View Monthly Recap

January 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 January 2021 edition of the Owner’s View Monthly Recap! January 2021 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 »

Feb 2, 2021

New Phone Number Flags Arrive January 26th – Come to the Info Session to Find Out More!

New Phone Number Flags Arrive January 26th – Come to the Info Session to Find Out More!

Beginning Tuesday, January 26, CU*Answers will begin using a new method for determining which member phone numbers are sent to EFT vendors. There are several things happening with this change,  including new options for flagging phone numbers, new rules for what triggers a vendor maintenance record, and a conversion over existing data for implementation day…. Read more »

Jan 20, 2021

Don’t Forget to Register for an Info Session About the Upcoming Changes to Phone Numbers and Card Processing

Don’t Forget to Register for an Info Session About the Upcoming Changes to Phone Numbers and Card Processing

Beginning Tuesday, January 26, CU*Answers will begin using a new method for determining which member phone numbers are sent to EFT vendors. There are several things happening with this change,  including new options for flagging phone numbers, new rules for what triggers a vendor maintenance record, and a conversion over existing data for implementation day…. Read more »

Jan 15, 2021

Learn More About the Upcoming Changes to Phone Numbers and Card Processing, Arriving January 26

Learn More About the Upcoming Changes to Phone Numbers and Card Processing, Arriving January 26

Beginning Tuesday, January 26, CU*Answers will begin using a new method for determining which member phone numbers are sent to EFT vendors. There are several things happening with this change,  including new options for flagging phone numbers, new rules for what triggers a vendor maintenance record, and a conversion over existing data for implementation day…. Read more »

Jan 11, 2021

Did You Update Your Automated Queries After the Release?

Did You Update Your Automated Queries After the Release?

Don’t forget: the 20.12 Release of CU*BASE was implemented on December 13th.  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 »

Jan 7, 2021