Show Me the Steps puts all the pieces together for you by providing simple step-by-step instructions on how to complete various tasks in CU*BASE.
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CU*Answers...
holds new information to be aware of and has something noteworthy to remember. Did you know? That's our purpose behind publishing this short, quarterly informative newsletter. Here are a few things we think you'll want to know.
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Design Your Own Database With Custom Fields
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Following the 17.05 CU*BASE Release, now, more than ever, you can control the analytical power of your database. Introducing Custom Membership and Account Fields, which grant your database unlimited data mining potential. The fields can be set to be defined as text, dollar amounts, percentages, quantity, yes/no checkboxes, a defined list, or a date, all specific to the unique needs of your credit union. For membership-level fields, use the new Tool #1060
Config Custom Fields - Member Data, and for account-level fields, use the new Tool #1065
Config Custom Fields - Account Data. Your membership information has never been more flexible to your unique needs!
Click here to find out more information.
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Audit Link University Week Classes Rescheduled
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Following an increased demand for compliance classes, the Audit Link sponsored University Week classes have been combined and rescheduled to August 2, 2017 from 1:30-4:30 PM ET. All three courses will be under the heading of "An Afternoon of Compliance with Audit Link" and offered as a web conference through Zoom, and as a classroom training session. The following three classes have been combined and rescheduled:
- 8.08 Internal Controls Best Practices, July 11, 2017, 1:30-2:30 PM EST
- 8.01 Managing Compliance: Preparing for Audits and Examinations, July 13, 2017, 9:30-10:30 AM EST
- 8.09 Vendor Management 101, July 14, 2017, 1:30-2:30 PM EST
Previously, Managing Compliance was only being offered as a classroom session, so we are very excited to share the content over Zoom!
Join us August 2, 2017 at 1:30 PM EST
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Furnisher Data Reporting and Process Requirement Changes for September 15, 2017
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Worried about whether you are in compliance with the required compliance changes on September 15? Don't fret! As of 2008, CU*Answers has provided the full Date of Birth for new Authorized Users on all accounts. As we are not a debt collection agency or debt buyer, the other changes do not affect your processes. Rest easy knowing this transition will not affect your present lending practices.
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Something you can't find?
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If you're having trouble figuring out how to do something in CU*BASE, you'll love Show Me the Steps! This how-to help system provides quick and easy instructions on hundreds of CU*BASE tasks! We're always keeping topics fresh and relevant, and adding new ones all the time!
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Ever wonder what's coming for CU*BASE or It's Me 247 online banking or other CU*Answers tools? This page is intended to help you keep in the loop for things that are in the pipeline or nearing completion. Just remember that our development cycle is a living, breathing machine and we are committed to remaining flexible and nimble so that we can continue to meet the needs of our clients, partners, regulators, and, most importantly, your members. (In other words, all dates and slated projects are subject to change!)
Click here for more information.
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