Show Me The Steps Help

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.

Open Show Me the Steps

Updated
December 17, 2015

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

February CU*BASE Monthly Monitor Recap

February 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 February 2018 edition of the CU*BASE Monthly Monitor Recap! February 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 accompanying core-software… Read more »

Mar 2, 2018

Add My Virtual StrongBox to Your Paperless Strategy!

Add My Virtual StrongBox to Your Paperless Strategy!

Take advantage of a FREE* Online Banking feature that your members will love!  Easily send receipts and loan forms directly to members, or upgrade to My Virtual StrongBox Premium to allow members to store critical personal documents including wills, trusts, medical documents, and more. Add My Virtual StrongBox to your credit union’s paperless strategy! Order… Read more »

Mar 1, 2018

CU*BASE GOLD 18.03 Coming Soon!

CU*BASE GOLD 18.03 Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Another CU*BASE Release Is Coming!  Mark your calendars for the date below, when you will receive CU*BASE GOLD Version 18.03: Online credit unions: March 11 Site-Four partners: March 11 Self-processing credit unions: March 12 Release Documents 18.03 Release Summary 18.03 Database Changes 18.03 Tool Changes Reminder: GOLD Version Check… Read more »

Feb 20, 2018

January CU*BASE Monthly Monitor Recap

January 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 January 2018 edition of the CU*BASE Monthly Monitor Recap! January 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 accompanying core-software… Read more »

Feb 2, 2018