We currently do not warrant the use of CU*BASE on any tablet, including the Surface. The people who have experimented with have said that there are interface difficulties with how function keys work, among other things. Also remember that CU*BASE GOLD cannot be resized to fill a screen, whether a tablet or a desktop unit, due to the basic infrastructure of the LegaSuite software.

You can easily convert columns in Excel so that they can be formatted as dates by using the Text to Columns wizard. While in your Excel table, follow these steps: First, use the column header to select the entire column with data to convert In the menu ribbon, select the Data tab Within the Data Tools section, click the Text to Columns button Follow these steps within the resulting wizard pop up Step 1 – no changes Step 2 – no changes Step 3 – Select Date and then if needed   More...

This error message may indicate that an Office DLL is not registered correctly on that workstation. The suggestion per Microsoft is to run a Repair option on Microsoft Office. This requires Local Admin privileges so you may have to ask your IT team for help. Launch the Windows Add or Remove Programs applet Find Microsoft Office 365 in the list and click the Modify option You'll be prompted for a Local Admin password Then try the Quick Repair option, responding to prompts as they ap  More...

Downloads to Excel should work with Excel 2016 or later, but since software changes frequently, if you are having trouble, you may need to upgrade your Excel version. The export program doesn't check the version of Windows that the user is running. The download feature targets Microsoft Excel, so it won't work with Open Office (or Microsoft Works, Corel, Lotus, or any other office productivity packages). Because the export is both exporting data to the program and building graphs, it us  More...

Quicken and MS-Money use similar file-types. (.qif/.qfx or .ofc/.ofx depending on software version) for export/import. The user will need to associate the program he/she wishes to use with the file type. See the Related Link below for instructions on changing this file type to launch the desired program.

If you are considering purchasing a new workstation, here are some questions to ask yourself to ensure that you get all the features you need! First, be sure to review the CU*BASE workstation hardware and software requirements on our best practices page: http://cuanswers.com/client_pm_bp_network.php When purchasing any workstation, consider: 32 or 64-bit Operating System? CU*BASE and ProDOC are compatible with either operating system - but CU*Answers cannot make any guarantees about third part  More...

We strongly recommend that you regularly test access to the HA server to ensure that you can connect to CU*BASE in the event of an HA rollover test or actual disaster. We recommend that you perform this test monthly and whenever you make a change to your network. To perform this test, follow the instructions below. 1. Ensure that Telnet is installed on your workstation. If you are running Windows 10, you’ll need to install Telnet. Visit https://social.technet.microsoft.com/wiki/conten  More...

After enabling session encryption, GOLD may present a Warning T02 error message and not launch. Here is a screenshot of the error: If you encounter this error message, there may be an issue with your workstations local certificate store. We have identified a few possible causes. Typically, your workstation has several expired certificates in the store that are causing conflicts; or your workstation does not have the correct GoDaddy intermediate certificates. Follow the steps below to corre  More...

For online credit unions, contact a Client Service Representative or complete the It's Me 247 Configuration Change Request Form (see the link below; requires Microsoft Word) to activate this flag. You can also define how long the stop pay orders will remain on file before being purged, in # of days or months. For self processors, this is done using the ARU/Online Banking Configuration feature on the OPER menu MNOP09 (OPER #10, then #8). IMPORTANT: If you have already activated PIB and your  More...

This is how to check your current network settings. The procedure varies depending on your computer's Operating System: For Windows 2000 or XP Right -click on the Start button and select Explore . Scroll to the bottom of the left hand pane, then right -click on My Network Places and select Properties . A new window will pop up and you should see Local Area Connection in the window. Right -click that connection and, again, select Properties . A separate window should pop up and you shoul  More...

As part of the monthly iSweep management service, CU*Answers performs the tasks listed below. All units are monitored 24x7 by a custom management application hosted at CU*Answers. In addition to the daily monitoring, quarterly audits are performed against the units to ensure everything is up to spec. Important: Fully managing the iSweep(s) can only be done if all of the network requirements for the iSweep are met. Please refer to this article . Security updates - all iSweeps run a version of   More...

On machines that are receiving the error we are finding that a bug fix from Microsoft is effective in resolving the issue: Windows 10 - https://www.microsoft.com/en-us/download/details.aspx?id=52685 This is not a security-related issue based on how our environment uses these tools. Re-loading this patch simply repairs the error message you were receiving.

SSLv2 (SSL version 2) is a data encryption protocol that encrypts data before transmitting it over a network. On March 1, 2016, the US-CERT organization released an alert about a vulnerability in version 2 of the SSL encryption protocol. This vulnerability could allow an attacker to decrypt data if enough SSLv2 information was intercepted. SSLv2 is now considered obsolete. Learn more about the DROWN attack: https://www.us-cert.gov/ncas/current-activity/2016/03/01/SSLv2-DROWN-Attack Is CU*BASE   More...

The CU*BASE GOLD application does not support dynamically resizing your window, but is instead laid out to fit a specific size. Starting with the 20.07 release, CUB*ASE GOLD supports three different sizes (see the related item below for more information on the available sizes). If your workstation's screen resolution is set to the recommended level for the screen size you're viewing (not magnified*), then the CU*BASE GOLD application window will fill your screen. If you have a higher r  More...

Yes, there will be a few features we are not bringing over into the new mobile first design. Features being permanently sunset: Promise Deposits - As most CUs and members have fully embraced RDC with its available near-real-time posting option, we made the decision not to bring the Promise Deposits feature into the new modules/mobile first design. Member-selected color themes, picture albums, and start page - The start page feature has been replaced by the Favorite accounts and Favorite feat  More...

For online credit unions, contact a Client Service Representative or complete the It's Me 247 Configuration Change Request Form (see the link below; requires Microsoft Word) to activate this flag. For self processors, this is done using the ARU/Online Banking Configuration feature on the OPER menu MNOP09 (OPER #10, then #8). IMPORTANT: If you have already activated PIB and your members have a PIB profile, remember that the ability to view ACH records is controlled by the member's indiv  More...

An Internet Service Provider (ISP) is the company from which you purchase internet access services (like AOL or IServ). A browser is a piece of software on your PC which allows you to access things like web sites, Internet access. Examples are Microsoft Internet Explorer or Mozilla Firefox. Upgrading your browser is important. It insures you have the most current version with the most up-to-date features, speed and options. But in most cases what is needed the most is to upgrade the encryption  More...

These requirements must be met for each location utilizing an iSweep. One iSweep is required at each branch location; iSweeps cannot be shared between locations. For each iSweep, the following network requirements must be met: Each iSweep requires a static IP address on the network All CU*Answers routing requirements must be met: What are the network routing requirements for CU*BASE GOLD? The iSweep must have the following outbound access: Access to all CU*Answers privately routed network ( li  More...

As of June 2020, the size used by all CU*BASE screens is referred to as Standard (or just S ) and uses a resolution of 1024x768 (without magnification*). In the 20.11 release we introduced selected screens with a Large size (or L ) for select screens, using a resolution of 1280x1024 (without magnification*) and an Extra Large size (or XL ) for select dashboard screens, using a resolution of 1920x1080 (without magnification*). For some screens you'll be able to use a new button at t  More...

The easiest way to do this is to use the Copy to Clipboard option. On any chart in CU*BASE GOLD, right-click anywhere in the chart and choose “Copy to Clipboard” off the menu. This clips out just the chart and its title and is ready to paste into anything you like – an email to staff, a board report, an analysis write-up, etc. This extraction method is intended to make the pre-built GOLD charts simple for you and your staff or analysts to find, use, and share as useful and ey  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...

WESCO Net is an authorized Dell reseller and offers computers pre-configured for your network with IBM iSeries Client Access, Seagull Jwalk and Gold already installed. WESCO Net will also apply all Microsoft Critical Updates and Service Packs prior to delivery so you can be assured your new computer is completely up-to-date. Let us take care of all the work, you just take it out of the box and plug it in. Contact a WESCO Net representitive at 616-974-1174 or the Systems Department at 800-327-34  More...

For online credit unions, contact a Client Service Representative or complete the It's Me 247 Configuration Change Request Form (see the link below; requires Microsoft Word) to activate this flag. AFT and CFT maintenance can each be activated separately. For self processors, this is done using the ARU/Online Banking Configuration feature on the OPER menu MNOP09 (OPER #10, then #8). For a description of how members can update or create new AFT/CFT records in Online Banking, refer to the AFT CF  More...

The following are minimum and recommended system requirements for the ProDoc software: Software Requirements: Workstations must be running Adobe Acrobat or Reader 8.0 or higher. In the Internet Explorer Internet Options, the security option for Do not save encrypted pages to disk must be unchecked under the Advanced tab. Minimum Hardware Requirements: Microsoft Windows operating system 2000/XP Pro SVGA monitor capable of 800x600 screen resolution or higher Standard keyboard and mouse Processor  More...