2022 Year-End Bulletin: Tax Form Handling Instructions Due 11/14

2022 Year-End Bulletin: Tax Form Handling Instructions Due 11/14

Tax Form Handling Instructions Due November 14th Year-end is certainly a busy time; make it a successful start by completing your Tax Form Handling Instructions (Tool #916) before November 14, and keep on track with your Month End Processing Tasks. Self-Processing Credit Unions: confirm tax form archival instructions by completing the Tax Forms Archival Instructions… Read more »

Nov 1, 2022

Have a question for CU*Answers? Who do you call?

Have a question for CU*Answers?  Who do you call?

At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs.  When you don’t know exactly who to call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »

Oct 3, 2022

2022 Year-End Bulletin: Early Season Updates and Change to Guide Delivery

2022 Year-End Bulletin: Early Season Updates and Change to Guide Delivery

Welcome to your 2022 Year-End Processing Bulletins! These emails will serve as periodic reminders of tasks, deadlines, and updates on any changes to the published processing schedule or timeline of events. Historically, a printed paper copy of a year-end processing guide is delivered to your credit union each year in late October/early November. While these… Read more »

Aug 26, 2022

Have a question for CU*Answers? Who do you call?

Have a question for CU*Answers?  Who do you call?

At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs.  When you don’t know exactly who to call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »

Jul 8, 2022

Check Out the CU*BASE 22.05 Release Resource Companion

Check Out the CU*BASE 22.05 Release Resource Companion

The CU*BASE Release Resource Companion includes links to relevant resources and the latest updates to our core software, with brief summaries of each.  Follow the link below to review the 22.05 Release Resource Companion – inside you will find key items related to the 22.05 Release including: A new video showing how members can set… Read more »

May 23, 2022

Tips from Earnings Edge: Performing Transaction Reversals

Tips from Earnings Edge: Performing Transaction Reversals

Do you have questions about performing a reversal on a transaction in CU*BASE?  Below are several resources that can help you navigate the ins and outs of transaction reversals! The booklet linked below covers step-by-step directions for reversing payments on savings, loan and mortgage accounts. Read the Booklet In a recording of our recent Learning… Read more »

May 12, 2022

Have a question for CU*Answers? Who do you call?

Have a question for CU*Answers?  Who do you call?

At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs.  When you don’t know exactly who to call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »

Apr 4, 2022