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 Analytics Booth Release AB_20.02 Release Summary – February 23, 2020 Owner’s View Monthly Recap – January 2020 2019 Monthly Monitor Recap – December 2019 CU*BASE Release 19.12 Release Summary… 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 »

Join Us for the May Tricks of the Trade Webinar!

Join Us for the May Tricks of the Trade Webinar!

Scheduled for Wednesday, May 23 from 3:30-4:00 PM ET, the interactive and engaging May Tricks of the Trade webinar will give you an in-depth look at documentation related to our monthly top AnswerBook items, our ‘Win the Lottery’ shared resources program, tips for improving the delivery rate of emails to members, and more. Attending is easy! No… Read more »

May 16, 2018

April CU*BASE Monthly Monitor Recap

April 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 April 2018 edition of the CU*BASE Monthly Monitor Recap! April 2018 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 »

May 2, 2018

For The Record: Your Records and Information Newsletter

For The Record: Your Records and Information Newsletter

New Issue Now Available! Implementing a Records and Information Management program helps to make sure you manage your records and information to meet your business needs and comply with laws and regulation. We want to provide content to help educate, motivate and guide you in your Records and Information program development and also keep you… Read more »

Apr 17, 2018

March CU*BASE Monthly Monitor Recap

March 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 March 2018 edition of the CU*BASE Monthly Monitor Recap! March 2018 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 »

Apr 3, 2018

It’s Almost Time for the March Tricks of the Trade Webinar!

It’s Almost Time for the March Tricks of the Trade Webinar!

The March Tricks of the Trade webinar will be held today from 3:30-4:00 PM ET! Simply click here and enter this password: tricks. During this interactive and engaging webinar, you’ll get an in-depth look at documentation related to enhancements from the 18.03 Release of CU*BASE, online banking transfer controls, Temp2Perm Card Processing, and more. Don’t have time… Read more »

Mar 28, 2018

Join Us for the March Tricks of the Trade Webinar!

Join Us for the March Tricks of the Trade Webinar!

Scheduled for Wednesday, March 28 from 3:30-4:00 PM ET, the interactive and engaging March Tricks of the Trade webinar will give you an in-depth look at documentation related to enhancements from the 18.03 Release of CU*BASE, online banking transfer controls, Temp2Perm Card Processing, and more. Attending is easy! No registration is required for this drop-in webinar. Simply join… Read more »

Mar 21, 2018

Are Your Custom Queries Ready for 18.03?

Are Your Custom Queries Ready for 18.03?

If you work with custom queries, it is important to spend a little extra time reviewing the Database Changes documentation published with each release summary.  With each CU*BASE release, a small number of custom queries could be impacted for each credit union.  Now is the time to perform a check-up to identify if any of… Read more »

Mar 7, 2018