Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Join the SettleMINT EFT team for a review of the latest updates and changes to SettleMINT-related tools in CU*BASE.  During this session, we will discuss enhancements arriving with the 21.05 release of CU*BASE.  Highlights of this session will include: Credit Card Batch Skip-a-Payment improvements Improved process for ordering an ATM/debit card for a joint owner… Read more »

May 24, 2021

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

This month, Thomas Hull of the Asterisk Intelligence team will be providing a review of two commonly used dashboards within CU*BASE – Tool #552: New/Closed/All Accounts and Tool #553: New/Closed/All Memberships Dashboard.  Join Thomas to learn more about the differences between these two dashboards and how beneficial they can be for quality control at your… Read more »

Mar 12, 2021

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

This month, we will be offering a review of the Balancing Made Easy Guide.  The Balancing Made Easy Guide is designed to walk your accounting department through the procedures that CU*Answers recommends for reconciling all CU*BASE daily processing and interfaces.  Join Stephanie Raven, Team Lead with Client Services and Education to learn more! Tuesday, February… Read more »

Jan 25, 2021

Rescheduled: Pull Up a Seat for a Learning Café Session

Rescheduled: Pull Up a Seat for a Learning Café Session

Originally scheduled for Monday, January 11, this Learning Café session has been rescheduled for Friday, January 22. Do you want to update your own mobile app content, including advertisements, button links, branch information and much more?  Using CU Info and Mobile Manager is easy!  Updates are immediate and your members will enjoy up to date… Read more »

Jan 13, 2021

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