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 March 2022 edition of the Owner’s View Monthly Recap! March 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 »
Transferring Funds via Teller Need a quick way to show your staff how they can use CU*BASE to perform a transfer transaction? Refer them to this video, which has been viewed 2,801 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Item Processing Services 2022 Recovery Test: Report Now Available For those credit unions who currently use CU*Answers for Electronic Check Processing (ECP), this report is for you. During the week of March 7th, 2022, teams at CU*Answers completed the annual recovery test by restoring the CheckLogic environment and performing daily check processing operations from… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 1st Quarter Update Before you start working on your 1st 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 Q122 Call Report any time after April 1, but be… 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 2,431 times! Play Video Check out our entire collection of video… Read more »
Using the Rate Estimator Tool The Rate Estimator tool can be used to help estimate an individual’s current loan rate at their financial institution, allowing you to offer them a better rate at your credit union. Need a quick way to show staff how they can use the Rate Estimator tool? Refer them to this… Read more »
For those of you who work on your credit union’s 5300 Call Report, we want to be sure you are aware of the changes that the NCUA is implementing for the March 2022 cycle. The NCUA first hinted of significant Call Report changes back in late 2018 as part of their modernization efforts, but had… Read more »
Loan Quoter Extras Need a quick way to show your staff how they can access helpful features included with the loan quoter tool? Refer them to this video, which has been viewed 4,033 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
From the credit unions that applied to be part of the beta test for CU*BASE GOLD 22.05 coming in May, the following 3 credit unions were selected: County-City Credit Union Materion Federal Credit Union FOCUS Credit Union Thank you to everyone who expressed interest in joining this beta test, we hope to hear from you… Read more »