CU*BASE GOLD First-Time Login – Part 2: ProDOC Need a quick way to show new employees how they can set up ProDOC to automatically launch when logging into CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Welcome back to Xpress Teller 101! Xpress Teller is a new, separate teller processing platform to CU*BASE, designed to streamline and simplify the teller experience. Xpress Teller will be available in the CU*BASE 21.05 release. Thank you for joining us for the Xpress Teller 101 email series. You can review each email in the series… Read more »
CU*BASE GOLD First-Time Login – Part 1: GOLD Need a quick way to show new employees how to log into CU*BASE GOLD for the first time? Refer them to this video, which has been viewed 5,824 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the April 2021 edition of the Owner’s View Monthly Recap! April 2021 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 »
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 »
Have you completed your LegaSuite upgrade yet? Remember that you have until August 1 to complete the LegaSuite Client upgrade on all of your workstations, or sooner if you want to schedule a conversion to the new vertical receipts format that will be available starting after the 21.05 release goes in. We are currently running… Read more »
CU*BASE Release 21.05 Online and Site Four Release Date is May 23 Self-Processor Release Date is June 6 Documents 21.05 Release Summary 21.05 New and Updated Tool Summary 21.05 Database Changes Summary Training Attend a release review webinar! Thursday, May 13 @ 3:00 PM – 4:30 PM ET Wednesday, May 19 @ 3:00 PM –… Read more »
Options Available on the CU*BASE Home Page Do you have employees who are new CU*BASE users? Check out the video below for a quick overview of the options available on the CU*BASE home page. This video has been viewed 2,018 times! Play Video Check out our entire collection of video tutorials in the Show Me the… Read more »
With the 21.05 release of CU*BASE, we will be making the subsidiary process easier! This release will present users with a new central dashboard that lists each of the subsidiary items to add, edit, close, delete and adjust – all gathered in one convenient location! Click below to register for a webinar hosted by Danielle… Read more »
Welcome back to Xpress Teller 101! Xpress Teller is a new, separate teller processing platform to CU*BASE, designed to streamline and simplify the teller experience. Xpress Teller will be available in the CU*BASE 21.05 release. We are growing more excited by the day for Xpress Teller! We have been encouraged by the beta credit union… Read more »