Yes. Here are the steps to remove ALL tool assignments from a single employee ID: Launch Tool #327 CU*BASE Employee Security Select the employee ID and choose Assign Tools to this Empl Click the Remove All button at the bottom of the screen A confirmation window will appear; use Add/Update to proceed

Launch tool # 990 Work with AP Vendors to print out envelopes addressed to your vendors, either one at a time or in a batch of consecutive vendor #s. Once in the tool you can page down until you find the last vendor number you have on record (jot this vendor # down). Then, highlight and use the select key to go into any vendor record. Here, you can use option F23-Print Envelope. This will take you to the Print AP Vendor Name / Address on Envelope screen, where you can enter a vendor # range fo  More...

If you use the CU*BASE Escrow Payables system for your mortgage loans, you can obtain the yearly amount that is being scheduled to pay for PMI from the Escrow Disbursement History on the individual loan. Launch Tool #570 “Open /Update Escrow Disb. Records” Enter the mortgage account number Select the Payee that represents the member’s PMI Choose the History option Depending on when you view this history, of course, you may need to extrapolate any remaining months of the year t  More...

Yes, by using Tool #205 Check Processing Daily Statistics. You can see a list of previous check clearings with total posted amount (so you can see the days when the largest volume came in), as well as view details for a particular day such as number and amount of checks posted to a negative balance with associated ANR fees, NSFs returned with fees, ODP transfers and fees, etc. Use the link below to read more about this CU*BASE feature.

There are multiple ways to do this, but here's one of our favorite methods. Launch Tool #1855 Lending Opportunities Dashboard Use the Loans to Analyze button Choose a loan type from the list (Auto Loans, Mortgages, Credit Cards, Unsecured, or Other Secured) and use Enter to return to the dashboard The top two thirds of the screen shows statistics from your portfolio for that type of loan The bottom third of the screen will show opportunities, divided into two groups: members without that  More...

Yes! There are a couple of ways we will be getting the member's attention: At the top of the member's main page we'll present a new message banner indicating they have messages waiting to be read. The member can click View or Dismiss: Also, when the member clicks the Profile button in the upper-right corner of the screen, a circled red number will indicate how many messages are waiting to be read in the Secure Message Center:

Workflow Controls do not include an automatic flow to the teller posting system. However, there is an easy way to incorporate this into your procedures. First, set your Workflow Control configuration (Tool #1004 Workflow Controls: Open Mbrships/Accts ) so that the Open sub-accounts feature is turned off . When opening a new member, start from the first Teller Posting screen, using F21-Open from the first teller screen and processing the new membership until done. Using Cancel (F7) at that   More...

When members receive an error code of 1 or 2, there is a very simple fix for it in CU*BASE. It's Me 247 online banking and bill pay (Fiserv) programs communicate with each other automatically through an authentication PIN every time we go from one to the next. When we see a status code of 1 or 2, it is telling us there is an issue with this PIN. It is easy to reset and the member will be able to get into bill pay within 24 hours. Launch Tool # 14 Member Personal Banker. Enter the member&r  More...

The IRS, which makes changes to tax form layouts almost every year, recently added this new informational box to form 1098 to report the balance on a mortgage account as of January 1 of that same tax year. Each year on January 1 we capture the loan balance on all loan accounts in a special file, and then when tax forms are created at the end of the year we can use that figure. Therefore, for loans that were opened in a prior tax year, this balance is usually easy for members to understand.   More...

This occurs when the release includes changes to the files that your Query uses. For example, if we add a new field to the MASTER file, any Query you have that uses that file will display an error message. Fortunately, it is very easy to refresh your Query so that you can use it again. All you need to do is access the Query and save it. That's all. You don't have to make changes to it, it's just important that you save it so it can refresh itself to match the new file layout.   More...

Analytics Booth Trends provide a quick and easy way to view your credit union activity over time. Trending information can show how your credit union is performing. Watch for blips and spikes to see if marketing campaigns are succeeding. Did you run a new membership drive last month? Watch the trend to see how it paid off. Trends can be viewed on over fifty key performance indicatiors including balance, member, and transaction data. The graphs displayed on the trends screen can be selected to  More...

Tool # 868 Transaction Override Report allows you to create a report that shows when a transaction override was performed on an account that was frozen, had secured or uncollected funds, as well as transaction overrides to par value (below minimum). This report was added to the Report Scheduler feature with the 15.3 CU*BASE release in December 2015. It is easy to use the Report Scheduler tool to archive monthly reports. Just enter the filter screen and make your selection of which type of ove  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...

Depending on your browser or your device, the date picker will vary. For mobile devices, the loan form currently tries to prompt the native date picker of the device. There are variances between iOS and Android that might be confusing. For the iPhone, the date picker is pretty straightforward and it's pretty easy to change the year. However, on an Android it's not as obvious. The trick is to tape on the year itself, which pops up a rolling list of other years to choose from. See   More...

iText is a third-party PDF export software that enables PDF Export functionality for a variety of dashboards within CU*BASE. PDF Export allows for the easy creation of full-color reports with a single click of an icon. The software does require a license for use and installation on each individual workstation that will be utilizing the PDF export feature. CU*Answers now handles the sale of new licenses, which are for use per workstation. To purchase a license, refer to the PDF Exports store ti  More...

If your credit union uses the CU*Spy online vault, it's easy! Just choose INSTANTxx (where xx is your credit union CUID) as the printer name when printing any CU*BASE report. When the report is generated it will be sent directly to the new INSTANT OUTQ. CU*Spy will regularly monitor for reports sent to this queue and within a few minutes, you’ll see the report under the “Instant Reports” tab in CU*Spy. It will be indexed with the name of the report. IMPORTANT: Remember y  More...

As the name of this G/L suggests, this suspense G/L is a wash-through account for automatic system transfer processes such as member journal account transfers, auto check transfers etc. Therefore this G/L should be zeroed out each day as both sides of the transfers offset each other and wash through this G/L. However there are certain things that can occur (either automatically or manually) that may cause a balance to remain in this G/L and require manual intervention to clear it out. The m  More...

An indexed database like the photo ID vault is only as good as the data typed into the index fields on each image stored. When IDs are scanned it is critical that the SSN entered is correct. If this accidentally gets deleted (reset to 000-00-0000) during the scanning process, or someone fat-fingers a stray number into that index field while saving, that ID image is now attached to the wrong SSN. CU*BASE uses that SSN to locate the ID. If multiple IDs have been scanned under the same SSN, the  More...

In order to set the Current processing month/year is equal to period 13 Y/E field to checked in order to complete the G/L year-end process, the Fiscal ending month and Current process month and year fields must be the same. However, the system will not let you update the Current process month and year to match the Fiscal ending month while also checking this flag. The two fields must be set to the same period, saved, and then the Y/E flag can be checked. CU*Answers best practice is to close   More...

Ever wondered just how many times members really do call up and ask that their online banking password be reset? Might seem like some members call every other day, but until now there wasn’t really an easy way to tell. The new PIN/Password Change History tool was designed to answer that question quickly and easily, whether for one member or for all members as a trend. When accessed via Tool #14 Member Personal Banker , you will see just a single member’s history, which should be hel  More...

The following directions explain an easy way to copy and paste text from a CU*BASE screen to another application, such as a phone client, label editor or spreadsheet. Navigate to the screen that has the text. For a phone number, you might go to the Inquiry screen. Cick and drag your mouse in a rectangle around the text you want to copy. This will snip the text and copy it to your clipboard. Place your mouse in the application and paste it there. The paste feature is accessed different way  More...

When researching payments made on a 360-day interest calculation loan, there are two easy ways to know the status of a payment: 1. If you prefer to do your research through conventional CU*BASE tools, try Member Inquiry (Tool #6 or F1 from the CU*BASE home page). After accessing the membership, double-click on the loan account to bring up the account information, then press Enter to proceed to the history of transactions for that loan. Once there, you can highlight the particular transaction y  More...

This has to do with the difference between the business date and activity date on a transaction that occurs around midnight, when the system might still be processing on today's business date but the clock has already moved past midnight to a different activity (system) date. For example, a member uses online banking after midnight on the 1st but we haven't yet done EOD for the 31st, then the last disbursed date on that loan account record will still be recorded as the 1st (the activity   More...

The following innovations were developed for Xpress Teller (Tool #1600). A powerful and easy-to-use new search engine that gives a single input field to enter any data about the member and look for that data across dozens of key data points, including many new ones like driver’s license number, phone number, email address…even online banking username New workflow controls for Xpress Teller (Tool #1775) gives credit unions unprecedented control over the available features and how the  More...

CNS offers our clients a variety of solutions to maintain software hygiene on their networks. Most of these solutions are automated, and with user cooperation to complete reboots, it's relatively easy to keep your systems up to date with current software versions. However, there are some important limitations to the automated processes that are important to understand. This article presents those considerations. For Complete Care Clients that do NOT Elect Third Party Patching Services:   More...