View a record of electronic activity that is posted to your member accounts on a day-to-day basis, including share drafts, ACH, ATM/Debit card transactions and settlements, and corporate drafts. Smart Operator: Daily Ops Log can be used to verify that this critical activity is being handled as expected every day! For more information on CU*BASE… Read more »
Selecting Columns When Using Report Builder Need a quick way to show your staff how they can select report fields using the CU*BASE Report Builder Tool? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
The CU*BASE Release Resource Companion includes links to relevant resources and the latest updates to our core software, with brief summaries of each. Follow the link below to review the 20.11 Release Resource Companion – inside you will find key items related to the 20.11 Release including: A new overview video for CD Secured Loan… Read more »
What if you had a large number of members doing business with a vendor right around the corner? How would you like an email list or a phone log for all of your members who regularly shop at a local business? Could you make a case for a new branch knowing that your members regularly… Read more »
Activating Auto Security Need a quick way to show your staff how they can activate auto security in CU*BASE? Refer them to this video, which has been viewed 531 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
As a reminder, the 20.11 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on November 8. We will be posting any/all issues related to the 20.11 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post located here. We will not be sending out… 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 »
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!