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.
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 January 2023 edition of the Owner’s View Monthly Recap! January 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 »
As a reminder, the CU*Answers Client Services and Education team will be sunsetting the End of Month Checklist service, with January 2023 planned as the final month for this service. Moving forward, we will be delivering End of Month information exclusively through Client News. Credit union staff who regularly receive emails relating to the End… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the December 2022 edition of the Owner’s View Monthly Recap! December 2022 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 »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th 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 Q422 Call Report any time after January 1, but be sure… Read more »
The CU*BASE Release Resource Companion includes links to relevant resources and the latest updates to our core software, with brief summaries of each. Follow the link below to review the Release Resource Companion for CU*BASE 22.10 and CU*BASE 22.12 – inside you will find key items related to the 22.10 and 22.12 Releases including: NEW… Read more »
In February of 2022, we began delivering the End of Month Checklist Form via CU*Answers Client News. As we move into the new year, the Client Services and Education team will be sunsetting the End of Month Checklist service, with January 2023 planned as the final month for this service. Moving forward, we will be… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the November 2022 edition of the Owner’s View Monthly Recap! November 2022 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 »
ATTENTION ONLINE CREDIT UNIONS As a reminder, the 22.12 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on December 4th. We will be posting any/all issues related to the 22.12 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post located here. We will… Read more »
CU*BASE Release 22.12 Online and Site Four Release Date is December 4 Self-Processor Release Date is December 11 Documents 22.12 Release Summary 22.12 Database Changes Summary Reminders GOLD Version Check Following the release, if someone logs into a workstation that is not at the proper version of GOLD or the JWalk Client, the user will… Read more »
Take a look back at some important topics from the first half of April 2024! View Topics
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
You can find the 2024 Cooperative Campaigns online now by going to the CU*Answers Marketing Store. Place your order today! Order Now
