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 »
Don’t Miss the Deadline! Tax Form Handling Instructions are Due November 14th Make sure to complete your Tax Form Handling Instructions (Tool #916) before November 14! And don’t forget to keep on track with your Month End Processing Tasks. Self-Processing Credit Unions: confirm tax form archival instructions by completing the Tax Forms Archival Instructions… Read more »
Using the Rate Inquiry Tool to View Loan Rates Need a quick way to show your staff how they can use the Rate Inquiry tool to find the latest interest rates for loan products? Refer them to this video, which has been viewed 3,265 times! Play Video Check out our entire collection of video tutorials… 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 »
Tax Form Handling Instructions Due November 14th Year-end is certainly a busy time; make it a successful start by completing your Tax Form Handling Instructions (Tool #916) before November 14, and keep on track with your Month End Processing Tasks. Self-Processing Credit Unions: confirm tax form archival instructions by completing the Tax Forms Archival Instructions… Read more »
Using the Rate Inquiry Tool to View Share Dividend Rates Need a quick way to show your staff how they can use the Rate Inquiry tool to find the latest dividend rates for share products? Refer them to this video, which has been viewed 3,246 times! Play Video Check out our entire collection of video… Read more »
Using the Rate Inquiry Tool to View Certificate Rates Need a quick way to show your staff how they can use the Rate Inquiry tool to find the latest dividend rates for certificate products? Refer them to this video, which has been viewed 3,299 times! Play Video Check out our entire collection of video tutorials… Read more »
Searching for Closed Accounts via Inquiry Need a quick way to show your staff how they can search for closed member accounts using the CU*BASE Inquiry tool? Refer them to this video, which has been viewed 393 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Year-End Guides are Now Available! The 2022 Year-End Processing Guides are now available online! In case you missed our earlier announcement, this year we are opting for an all-digital approach, meaning that we will not be mailing printed copies of the guide to your credit union. This change will allow us to keep the most… Read more »
Searching for an Account via Inquiry Need a quick way to show your staff how they can search for open accounts using the CU*BASE Inquiry tool? Refer them to this video, which has been viewed 10,095 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
oin us for the 2024 Conversations on Pricing event as we perform a 5-year study on the pricing models of our cooperative, outlining what we charge and why. The 2024 event marks our 20th anniversary hosting this event, proving that CU*Answers is walking the talk alongside our owners and partners. To view the agenda and register for this event, click the button below. Register Now
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