Spruce Up Your Accounts Payable Checks! (with Invoice Number and Customer Number on the Memo Line) When you issue checks from the Accounts Payable system, does your credit union print your credit union name in the Memo line? Did you know you can select to print the first invoice number paid instead? Keep in mind… Read more »
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 »
Let Members Pay Down Loans with Remote Deposit Checks! Did you know that you can configure select loan categories to accept payment via Remote Deposit Capture? After setup, the next time the member deposits a check via this channel, their loan account will appear in the deposit accounts listing. Check out this easy way to… Read more »
Lenders, Want to Lend Based on What You Know About the Member? Would you like to evaluate a borrower based on whether they are a long-time member, have high balances with your credit union, a history of paying back your loans, and a regular direct deposit at the credit union? Score them by giving them… Read more »
Lenders, Check Out Our Time Saving Tip for the Loan Queue (Tool #2)! Do you enter the loan queue (Tool #2) several times each day? Check out this time saving tip! Do you want to always see the previous week’s applications first? Save that date range in your Saved Settings and that relative date will… Read more »
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 »
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 »
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 »
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 »
“Snip” and “Paste” Text from a CU*BASE Screen Want to copy a phone number (or any text) from CU*BASE to another application such as a phone client or label editor? Skip the paper and use your mouse instead! Navigate to the Inquiry screen or a screen where the data is located. Snip the text! Click… Read more »
Registration is Open!
CEO Strategies returns November 15-16, 2022. Register now for this special event in Las Vegas.
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FUEL Decision Model with preconfigured templates and annual tune up!
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in September!
