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.
CU*BASE 22.12 is coming soon – join our upcoming release training session! The 22.12 release of CU*BASE will be arriving on December 4th for Online and Site-Four clients, and on December 11th for Self-Processing credit unions. CU*Answers will be hosting a training session for the upcoming release. During this Release Training session, Keegan Daniel and… Read more »
Don’t forget: the 22.10 Release of CU*BASE was implemented on October 9th. 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 »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the October 2022 edition of the Owner’s View Monthly Recap! October 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 22.10 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on October 9th. We will be posting any/all issues related to the 22.10 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post located here. We will… 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 September 2022 edition of the Owner’s View Monthly Recap! September 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: 3rd Quarter Update Before you start working on your 3rd 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 Q322 Call Report any time after October 1, but be… Read more »
CU*BASE Release 22.10 Online and Site Four Release Date is October 9 Self-Processor Release Date is October 16 Documents 22.10 Release Summary 22.10 New and Updated Tool Summary 22.10 Database Changes Summary Training Attend a Release Review Webinar Wednesday, October 5 @ 3:00 PM – 4:30 PM ET Click here to register! Beta Reports If… Read more »
CU*BASE 22.10 is coming soon – join one of our upcoming release training sessions! The 22.10 release of CU*BASE will be arriving on October 9th for Online and Site-Four clients, and on October 16th for Self-Processing credit unions. CU*Answers will be hosting two separate training sessions for the upcoming release on the following dates: Thursday,… 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 »
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
Take a look back at some important topics from the first half of April 2024! View Topics
Register for the CU*Answers Golf Outing, which will be held at the Saskatoon Golf Club during the 2024 Leadership Conference Week! Unwind after an exciting week of events with a round of golf, a cold drink, and a pig roast lunch. Click the link below to register today! Register Today
