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 »
If you missed our training sessions for the 20.11 CU*BASE Release, or if you were in attendance and would like to review the content of the 20.11 Release, a recorded version of the training session is now available on the CU*Answers OnDemand website. Take a look at the new features and enhancements arriving with the… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the October 2020 edition of the Owner’s View Monthly Recap! October 2020 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 »
Performing a Query with Multiple Conditions Need a quick way to show your staff how they can use CU*BASE to perform a Query with multiple conditions? Refer them to this video, which has been viewed 375 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
“There is growing concern in the regulatory environment regarding the detection of cash related activity performed by an individual on their primary account and then subsequent activity on accounts on which they are not the primary but hold a joint ownership. This tool is designed to uncover those events and many more by virtue of… Read more »
Select Records Query Screen Need a quick way to give your staff a tour of the Select Records query screen in CU*BASE? Refer them to this video, which has been viewed 236 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
CU*BASE HA and “It’s Me 247” Rollover Results Now Available HA Rollover: September 13-20 It’s Me 247 Rollover: September 9 & 15 Now available for your review are summaries of the recent HA (high-availability) rollover events performed in September for both CU*BASE core processing and online banking environments. In these reports, you will find details… Read more »
Another CU*BASE Release Is Coming! Mark your calendars for the date below, when you will receive CU*BASE GOLD Version 20.11: Online credit unions: November 8 Site-Four partners: November 8 Self-processing credit unions: November 15 Release Documents 20.11 Release Summary 20.11 Tool Changes 20.11 Database Changes Release Training General Release Training This training will provide an… Read more »
Activating Your Teller Drawer Need a quick way to show your staff how they can activate the teller drawer in CU*BASE? Refer them to this video, which has been viewed 4,078 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Record Beneficial Owners and Other Miscellaneous Secondary Names on Member Accounts This feature can be used for example to track “beneficial owners” on organizational accounts, but the features are also useful for tracking other ownership types, such as power of attorney (POA) and payable on death (POD) relationships. Now your credit union can designate owners… Read more »