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 – February 2020 Analytics Booth Release AB_20.02 Release Summary – February 23, 2020 Owner’s View Monthly Recap – January 2020 2019 Monthly Monitor Recap –… 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 »

Special Interest Publications

These publications cover topics beyond the CU*BASE software and are especially good for credit union leaders and key personnel to help you “pull it all together” and make the most of your relationship with CU*Answers. A2A Transfer Services What do you have to do to make A2A Services available to your members? We have resources… 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 »

CU*BASE GOLD 19.12 Coming Soon!

CU*BASE GOLD 19.12 Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Another CU*BASE Release Is Coming!  Mark your calendars for the date below, when you will receive CU*BASE GOLD Version 19.12: Online credit unions: December 15 Site-Four partners: December 15 Self-processing credit unions: December 15 Release Documents 19.12 Release Summary 19.12 Database Changes 19.12 Tool Changes Reminder: GOLD Version Check… Read more »

Dec 9, 2019

November CU*BASE Monthly Monitor Recap

November CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the November 2019 edition of the CU*BASE Monthly Monitor Recap! November 2019 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and… Read more »

Dec 5, 2019

Don’t Forget to Register for Year-End Training!

Don’t Forget to Register for Year-End Training!

There’s Still Time to Register for Year-End Training! Like last year, the year-end training is combined for both online and self-processing clients. Approximately 15 minutes at the end of each training will be dedicated to solely self-processor year-end tasks. The deadline to register for our November 20th session is Monday, November 18th.  If you are… Read more »

Nov 15, 2019

Don’t Forget, Your First Year-End Deadline is Friday, November 8

Don’t Forget, Your First Year-End Deadline is Friday, November 8

**This message applies only to credit unions that received the accompanying email** Year-end can be a busy time! Our teams are hard at work preparing for the first deadline, this Friday, November 8. The majority of credit unions have completed their task, however, your credit union is receiving this email as our records show that… Read more »

Nov 6, 2019

October CU*BASE Monthly Monitor Recap

October CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the October 2019 edition of the CU*BASE Monthly Monitor Recap! October 2019 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and… Read more »

Nov 5, 2019

2019 Year-End Kickoff – Register for Year-End Training!

2019 Year-End Kickoff – Register for Year-End Training!

It’s Time to Start Your 2019 Year-End Tasks The 2019 Year-End Processing Guides are now available online!  See the links below to review the guides and meet the deadlines.  Printed copies of the year-end guides will be delivered to your credit union in the coming weeks. 2019 Year-End Processing for Online Credit Unions 2019 Year-End… Read more »

Oct 17, 2019

September CU*BASE Monthly Monitor Recap

September CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the September 2019 edition of the CU*BASE Monthly Monitor Recap! September 2019 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and… Read more »

Oct 3, 2019