Access the Bankruptcy topics to learn more https://help.cbxcore.com/steps/Content/Bankruptcy.htm See the Related Q A below.

Download the Software Note: Our network requirements have been updated and can be found here . Please verify with your IT vendor that these changes have been put into place before attempting to download Station Control. You can download CBX from this link . Site-Four clients please use this link . Instructions for Manual Install of CBX Station Control Run the downloaded CBX Install Suite Prod CBX1.exe installer. This will require administrative privileges on the workstation. 1. On the CBX In  More...

Yes, the Statement Mail Groups feature lets you configure up to 9 codes that can be attached to a member's account. The codes specify whether statements should be printed and archived (the standard method) or just archived only. This is used in situations such as for members with written-off loans or bankruptcy situations where the member shouldn't receive a statement, or even if you want to avoid printing statements for your own staff. Archived statements are available through CU*SPY  More...

In this particular member's situation there was no activity in either October or November that triggered a statement. The credit union's quarterly (and year-end) statements are configured to produce a statement for every member, regardless of activity level, but monthly statements are more restrictive in an attempt to save postage costs, and not every member gets a statement every month. NOTE: CU*BASE statements have a considerable number of configuration options that allow credit unio  More...

Use of the Force Monthly Statement' option on the member's MASTER record will allow for member to receive a monthly statement instead of the quarterly/annual statement they may qualify for based on your overall statement configuration settings. Remember that this is intended to be used only in rare occasions where there are exceptions to your rules. If you find that your staff is setting this flag on frequently, you might need to (a) revisit your general configuration settings or (b)   More...

If the member closed their account in November, they would receive a final statement for their November transactions but will not receive a December Statement as they did not have any transactions in December and the account was not active. This would also be true for members who closed their accounts earlier in the year. For example, for a membership closed in April, the member will receive their final statement at the end of April then will not receive another statement again (not even the q  More...

This is happening because your financial report configuration was set up with a line of asterisks (************) as visual separators. These characters actually having meaning to the programming and that causes it to mess up when exporting the data. Simply remove those and things should line up fine next time you export.

If you pull credit reports using the CU*BASE online credit bureau access system, credit report data is stored online and can therefore be mined for opportunities. There are a couple of ways you can find this information: Use Tool #976 Where Your Members Borrow This tool pulls trade line data from stored credit report files, showing other financial institutions with whom your members do business. This tool lets you make a direct comparison between your credit union and a competitive FI. F  More...

In order to determine whether or not the minus sign should be removed from an item, the system looks at the G/L account itself to determine whether it is an asset, liability, income, or expense. However, for line items that represent totals of multiple accounts, the system does not have a single G/L account to look at to determine whether or not to hide the minus sign. This particularly affects items that were configured using total codes B (Bypass/Accumulate) and P (Print Bypassed Total) and   More...

Within CU*BASE the Participation Lending software is for managing member loans and investor positions. With this the member record is serviced by your credit union and therefore recorded as an actual member loan. If your credit union is purchasing into a loan serviced by someone else and you would like to manage your investment in participation offerings by others, this can be done through the CU*BASE Investments subsidiary software. Some pointers to keep in mind: You will use Tool #993 INV 1:  More...

The two places are located in Tool #202 Chart of Accounts/Budget Groups Maint and in MNOP09, Master CU Parameter Configuration. The credit union name in the Chart of Accounts governs the member statement credit union name in the absence of a branded logo.

Tool #360 End of Month Processing should be used by your credit union whenever you have finished posting entries to your books for a particular month and want to prevent additional entries from being posted accidentally. Refer to the Closing Your Books link below for details about what happens when you use this feature. NOTE: This is not to be confused with the month-end processing that is done by CU*Answers Operators every month for online CUs (or by self processors) on the last day and fi  More...

This can be done using the A2AFT feature, which combines the CU*BASE auto-funds transfer (AFT) functionality with the A2A feature that allows funds to be transferred to or from an outside FI using ACH. Refer to the booklet below for complete instructions. Setup is done via Tool #884 Update Auto Transfer Information then Add A2A Out (A2A must be activated for your CU for this feature to appear). If you choose the Sweep the entire balance... option, you can specify the minimum amount to transfe  More...

It's possible but fairly rare, given how most CUs set up their statement criteria. The two statement types are independent as far as the criteria that determine whether a member gets a statement or not. Typically a CU sets up their regular account statement to look at OC (open credit) accounts, which includes online credit cards, and produce a regular statement if there is any activity. Likewise, a credit card statement is generally set up to produce a CC statement only if there is activi  More...

The ability to manage when a member qualifies for a statement is dependent upon the values in a file that holds the sequence number and statement date of a member's transaction history records. If this sequence number gets out of synch with the numbers assigned to each record, the statement processing may not include transactions that should be included. This happens very rarely, but we have seen it on occasion over the years. CU*Answers Client Support staff can update this file, but the   More...

When joint owners are created you must check the new Print name on correspondence flag in order for that name to appear on standard correspondence such as member statements and notices. Only two names per sub-account can be flagged to print on correspondence.

There are two steps: Choose Which Activity is Tracked Modify your NSF Configuration ( Tool #558 NSF/OD Transfer Configuration , then #1) to indicate which origin codes will be counted in the fee totals. For example, you might need to report only fees that relate to share draft postings but not include ACH or bill payment activity, based on your interpretation of the reg. as it applies to your situation. Change Statement Print Configuration Contact a Client Service Representative and request th  More...

A credit union can choose to archive reports, statements, and images on CD\DVD with the Imaging Solutions team. To get your current elections email imaging@cuanswers.com and/or update your archival data options in the store https://store.cuanswers.com/product/data-archival-options/ .

To set CBX as the home page to automatically open when Edge launches, follow the steps below. 1. Open Edge. Click on the three dots in the upper right-hand corner. Click on “Settings”. 2. Navigate to “Start, home, and new tabs” on the left-hand side of the screen. 3. Under “When Edge Starts”, select “Open these pages:” and click the “Add a new page” button. 4. In the “Add a new page” dialog box, enter the following URL (htt  More...

As we transition from CU*BASE GOLD to CBX, we are shifting from an application that runs directly on a workstation to a more modern, browser-based solution. Previously, CU*BASE GOLD relied on command-line arguments and local temporary files to interact with multiple applications. This approach is not sustainable for the future, as web browsers lack the capability to execute command-line requests and require called applications to be installed and registered on the system. To address this limitat  More...

Our recommendation is to suppress the transaction if it is the last transaction for that day. If there are transactions after that, do not suppress the transaction. It will affect the running balance shown on the member's statements. TIP: When you do decide to suppress a transaction, we recommend you place an asterisk (*) in front of the transaction description. When a credit union employee looks at transaction history, it will be easy to see that this transaction has been suppressed and   More...

Yes! The Statement Processing steps are as follows (performed by CU*Answers Operations Department for online clients and internally by Self-Processing Clients): OPER-6 Statement Processing: 1 - Create Statement Work Files This option is run just once each month and produces the work files for the following options. 2 - Create Statements for Print Produces a file for the statements that are to be printed EXCLUDES e-statements (unless member has the mailed copy for xx months option) EXCLUDES st  More...

The most likely reason is that the member did not have any activity for the month that would trigger a statement, based on the CU's configuration. Most credit unions have their statement configuration set up to print a monthly statement only if the member has a checking account, and only if there is activity on that account, saving postage costs on months when there is no activity. You can verify this by viewing his Share Draft Transaction Inquiry in Phone Operator, then compare that to yo  More...

Production, HA, and beta CBX servers are patched on the Wednesday following the 3rd Tuesday of every month, unless otherwise noted, and will be unavailable from 2 AM ET to 5 AM ET. CTE, dev, QC, and any other CBX environments will be patched the 3rd Tuesday of every month from 8 PM ET to 12:01 AM ET. Please note that CBX will be unavailable during any iSeries maintenance, including scheduled and unscheduled rolls.

Yes, since the mortgage statement functions as much like an invoice/bill as is does a statement of account activity. In addition, if a member would not otherwise qualify for a regular statement in a given month, the mortgage statement will still be generated, in order to provide the required information for the member’s mortgage(s). We will adhere to Statement Mail Group code settings as well as existing eStatement enrollments relative to delivery.