Did You Know? Ditch the Spreadsheet! Keep ACH-Paid Payments with Your Vendor History in CU*BASE!

Did You Know?  Ditch the Spreadsheet!  Keep ACH-Paid Payments with Your Vendor History in CU*BASE!

Ditch the Spreadsheet!  Keep ACH-Paid Payments with Your Vendor History in CU*BASE! Did you know that you can track payments you make to CU*Answers or other companies by adding them to your Accounts Payable vendor history?  By following some easy steps below, your Account Payable vendors (companies) are automatically updated each time an ACH transaction… Read more »

Aug 5, 2022

Did You Know? Special Tips on Setting Up Trust Accounts in CU*BASE!

Did You Know?  Special Tips on Setting Up Trust Accounts in CU*BASE!

Special Tips on Setting Up Trust Accounts in CU*BASE! Sometimes a trust account will use a member’s Social Security Number, other times it will use a Taxpayer Identification Number/Employer Identification Number.  Either way, CU*BASE Online Help has helpful tips for setting up trust accounts in CU*BASE.  Looking to use a new membership designation?  CU*BASE even… Read more »

Jan 4, 2022

Did You Know? Keep Your SSN Database Clean with these Tips!

Did You Know? Keep Your SSN Database Clean with these Tips!

Keep Your SSN Database Clean with these Tips! Reviewing your key member and non-member files for any duplicate Social Security Numbers is an important task that your credit union should routinely perform.  The sooner duplications are found, the easier corrections will be and the fewer potential consequences you’ll need to worry about. The SSN Verification… Read more »

Nov 30, 2021

Did You Know? Calculate Your Members’ Negative Balance in a Snap!

Did You Know? Calculate Your Members’ Negative Balance in a Snap!

Calculate Your Members’ Negative Balance in a Snap! Interested in knowing if your Automated Non Return/Courtesy Pay program is working as expected?  Are you trying out a new configuration and want to spot check that members are getting the negative balance you would expect?  The Automated Non Returns (ANR) Calculator shows you members’ negative balance… Read more »

Sep 20, 2021

Did You Know? Reward Your Members with a Customized Credit Card Cash Back Program!

Did You Know? Reward Your Members with a Customized Credit Card Cash Back Program!

Reward Your Members with a Credit Card Cash Back Program, Customized with Several Great Features! Have a Credit Card Cash Back program or thinking of starting one to reward your members for using your credit union credit card? Configure your rewards program with Tool #1550: Credit Card Cash Back Program Config., built right into CU*BASE! … Read more »

Jun 29, 2021