Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Join us for a review of Year-End best practices!  Monica Boguszewski, Account Executive with the Client Services and Education Team, will discuss the following items: Tool #916: Update Tax Form Handling Instructions Verifying shares & certificates (1099 INT reporting) Verifying loan categories (1098 reporting) Verifying Accounts Payable vendors (1099 Misc. reporting) Thursday, October 22 4:00… Read more »

Sep 29, 2020

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

The CU*BASE Dormancy Monitoring system is designed to help you minimize the number of dormant accounts your credit union has by detecting inactive memberships and bringing them to your attention each day.  During this Learning Café session, Monica Boguszewski, Account Executive with the Client Services and Education team will discuss fees, waivers, and configurations in… Read more »

Sep 1, 2020

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Encourage your management team to join CU*Answers Client Services and Education for a FREE Learning Café!  This month, we will cover a Miscellaneous Configuration Review in CU*BASE.  This session is intended to dust off some CU*BASE tools that are not as frequently reviewed, such as: Tool #233: Configure Credit Union FROM Address Tool #517: Member/Employee… Read more »

May 11, 2020

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Here comes another Learning Café session!  Do you have members requesting to post their paycheck to their account a day early?  Use the CU*BASE on-demand one-time posting feature.  Once activated, your employee can post your member’s pending deposit by selecting the ‘GO!’ button above the ACH column in Phone Operator, then selecting the pending transaction. … Read more »

Apr 6, 2020