Performing a Cash Advance Transaction Need a quick way to show your staff how they can post a cash advance for a member in CU*BASE? Refer them to this video, which has been viewed 1,776 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Among the 11 credit unions that applied to be part of the beta test for CU*BASE GOLD 21.05 coming in May, the following 4 credit unions were selected: First Trust Credit Union Kellogg Community Credit Union Members Source Credit Union Service 1 Federal Credit Union Thank you to everyone who expressed interest in joining this… Read more »
Loan Request with Insurance Need a quick way to show your staff how they can use CU*BASE to create a loan request with collateral and insurance? Refer them to this video, which has been viewed 584 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
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 »
We are brimming with excitement over the enhancements slated for Spring 2021! All of these projects involve a spectrum of teams and resources – at both CU*Answers as well as at your credit union, and most require some steps before they’re ready. Take a look at the Spring 2021 Enhancement Preview at the link below… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the February 2021 edition of the Owner’s View Monthly Recap! February 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 »
Earn a $3,500 CollabRebate for testing new CU*BASE tools and features coming with the 21.05 release! Learn more about enhancements coming in the May release, eligibility requirements for joining the beta pool, and what you will need to do to receive the CollabRebate reward. To join the Beta Pool, submit your Beta Pool enrollment form… Read more »
Posting a Loan Payment Need a quick way to show your staff how they can post a loan payment for a member in CU*BASE? Refer them to this video, which has been viewed 1,223 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Twice each year, CU*Answers tests our ability to redirect CU*BASE core-processing from our production data center to our high-availability (HA) data center. Previously announced for Sunday, March 7th, the next HA rollover has been rescheduled for Sunday, April 18th. As a reminder: instead of the typical one-week rollover, this rollover will occur over a three… Read more »
ATTENTION ONLINE CREDIT UNIONS Monday, March 1st is when the first initial purges of tracker data will begin. Don’t forget, you can review and update retention periods for your tracker types; for more information on the minimum and maximum limits, visit online help. If you choose to not edit the retention period on your trackers,… Read more »