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 – April 2021 CU*BASE Release 21.05 Release Summary – May 23, 2021 CU*BASE Release 21.05 Tool Changes – May 23, 2021 CU*BASE Release 21.05 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 »

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

October Owner’s View Monthly Recap

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

Nov 4, 2020

CU*BASE GOLD 20.11 Coming Soon!

CU*BASE GOLD 20.11 Coming Soon!

Another CU*BASE Release Is Coming!  Mark your calendars for the date below, when you will receive CU*BASE GOLD Version 20.11: Online credit unions: November 8 Site-Four partners: November 8 Self-processing credit unions: November 15 Release Documents 20.11 Release Summary 20.11 Tool Changes 20.11 Database Changes Release Training General Release Training This training will provide an… Read more »

Oct 20, 2020

September Owner’s View Monthly Recap

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

Oct 6, 2020

August Owner’s View Monthly Recap

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

Sep 2, 2020

Did You Update Your Automated Queries After the Release?

Did You Update Your Automated Queries After the Release?

Don’t forget: the 20.07 Release of CU*BASE was implemented on July 12th.  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 »

Aug 7, 2020