Show Me the Steps, a companion to CU*BASE online help. This how-to help system provides simple step-by-step instructions to help you complete various tasks in CU*BASE.
We are continually adding to this resource and welcome your feedback!
Submit your own step-by-step instructions
Your input is paramount in keeping this resource up to date, so if you see something missing in our instructions, please let us know.
Don’t see what you need here? Visit AnswerBook to ask us a question.
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 2nd Quarter Update Before you start working on your 2nd quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q223 Call Report any time after July 1, but be sure… Read more »
Check out recent programming changes in the May 2023 edition of the Owner’s View Monthly Recap! Open the 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 and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »
ATTENTION ONLINE CREDIT UNIONS As a reminder, the 23.05 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on May 7th. We will be posting any/all issues related to the 23.05 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post, which can be accessed… Read more »
CU*BASE Release 23.05 Online and Site Four Release Date is May 7 Self-Processor Release Date is May 21 Documents 23.05 Release Summary 23.05 New and Updated Tool Summary 23.05 Database Changes Summary Release Training Resources If you missed our recent training sessions for the 23.05 Release, a recording is now available – click here to… Read more »
Check out recent programming changes in the April 2023 edition of the Owner’s View Monthly Recap! Open the 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 and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »
CU*BASE Release 23.05 Online and Site Four Release Date is May 7 Self-Processor Release Date is May 21 Documents 23.05 Release Summary 23.05 New and Updated Tool Summary 23.05 Database Changes Summary Training Attend a Release Review Webinar Tuesday, April 25 @ 3:00 PM – 4:30 PM ET Tuesday, May 2 @ 3:00 PM –… Read more »
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
Check out recent programming changes in the March 2023 edition of the Owner’s View Monthly Recap! Open the 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 and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the February 2023 edition of the Owner’s View Monthly Recap! February 2023 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 »
Give your members financial flexibility by offering a skip a pay program! Clink the link below to hire Lender*VP to help build your automated program today!
Learn More
Save the date for the 9th annual AuditLink Conversations on Compliance event, hosted at the Sheraton Grand Rapids Airport Hotel in Grand Rapids, MI! This year’s event will take place on Wednesday, May 15th, from 9:00 AM to 3:30 PM ET. Presenters will include Jim Vilker, CU*Answers AuditLink Advisor, Brian Knight, CEO of NASCUS, and more. For more information and registration, click the button below! Learn More
Boost your loan portfolio with 1Click Loans! Click the link below to get started on your 1Click journey today!
