A third-party utility is needed to generate robust PDF output. If you are having issues with PDF generation, it is possible that this is missing or corrupt on your PC. Or it may mean that you have not yet installed the software on your PC. See below for directions on what to do if you need to purchase a license of this software (iText Sharp) or how to install it once you have purchased a license. IMPORTANT NOTE REGARDING LICENSING (Updated January 28th, 2014): CU*Answers has purchased a blo  More...

To purchase a license for the iText software, refer to the PDF Direct Download with iText License store tile .

If you need to allow an employee to perform upload and/or download tasks (FinCEN, AIRES, ALM, uploading G/L entries to post, etc.), you must first complete the iShield Security Access Request form and have it signed by your credit union’s designated Security Officer to sign. Once our Client Services team receives your signed form and verifies it, a request will be submitted to our System i administrators, and you will be notified when the new permissions have been granted. This process wi  More...

Using a link to the standard login pages provides much more than just the ability to log in: The I forgot my password link that allows them to reset their password online They have to set up the Security Questions anyway; why not give them a place to use them to help themselves if they forget their password? The Apply for Membership link to capture membership applications and work them right from CU*BASE (no rekeying!) Why would you not allow every possible opportunity for someone to say th  More...

Remember that Fiservoffers their CheckFree service direct to consumers and via many other financial institutions throughout the country, including banks and other, non-CU*BASE credit unions. The CheckFree Direct product is called mycheckfree and members may sign up for this themselves from many different sources on the Internet. (It's not at all uncommon for people to sign up and never use the service!) Just because the money comes from their credit union accounts doesn't mean they   More...

Access CU*Spy as usual. Enter the report name and the date span in the search fields. Click on Search. When the report has loaded, put a checkmark in the box next to the report(s) and click on the Combine and Print printer icon at the top of the list. (Leave the default of.TXT). The report will now load in a new browser window. Click on the File and Save As in the upper left hand corner of the browser page with the report displayed. (If you don't see File, press and release the Alt key to d  More...

The fields are related to Process Codes, in that they are derived from the code attached to the message received from the plastics processor (vendor, or switch). The Type you see in the initial Type column of the Activity screen relates directly to the Transaction Description when you view additional transaction details. Transaction types may not apply to all vendors. Examples of these labels are as follows: DEP (Deposit Transactions) ATM/DEP A deposit made at an ATM. ATM/DEP - including a $  More...

If you observe drastically reduced download speeds (such as anything over 5 minutes), it is most commonly due to issues translating the date fields between the CU*BASE file and the PC file. The Data Transfer tool will still complete the download, however, there are steps you can take to speed things along. To troubleshoot this issue, access Tool #1375 File Transfers (Upload or Download) , navigate to the From IBM i -2 tab and select the Format Options button in the File section. On the pop-u  More...

You can review this authority via Tool #1355 Download/Upload Authorized Users Inquiry . Data from this inquiry is updated at the end of each day. You can also find the monthly report CU*BASE produces on the first of each month, LSECAUDITM, which contains all staff with Upload/Download authority and what files they have access to. You can retrieve this report from CU*Spy.

The benfits of this great new notice print service include: Professionally produced and printed notices (the notices won't look like they were just run off an office printer) Postage Savings! You will get the best available bulk postage rate discount will be applied (economy of scale) - your notices are bundled with all other client notices and sorted for maximum postage rate discount. Notices for the same member are combined, reducing the number of pieces mailed. Notices can now print on th  More...

Yes! We offer this service so that you can allow members using current versions of Quicken to download data from online banking. ( It's Me 247 will also continue to offer the older QIF file format which works with Quicken versions 99 through 2004.) As explained in the brochure (see the link below), there is a startup and an annual maintenance fee from Qucken to offer this feature to members. (CU*Answers has paid for all of the development and testing and will not charge your credit union a  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.

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...

When using Tool #1375 Data Transfers (Upload or Download) to download a system-generated file and save to an Excel file, sometimes the date fields save as a number (such as 61219) rather than a date (6/12/2019 or 6/12/19). This number can't be converted to a date in Excel except by manually retyping each date. The tool has a format button, but this appears to have no effect on the file that is produced. The tool itself is an IBM tool so we cannot alter how it works, but we do have a few tech  More...

You can use our Direct Login widget to place a Username field on your website to begin the login process. For the password and security questions, the member would then be directed to the OBC login page, as now. Use the link below for instructions on how to use our Direct Login widget to add the appropriate code to your website. OnlineBanking It's Me 247 Itsme247

The Production Center will create and transmit an encrypted data file so your member information will be safe and secure using this process!

In this example the AFT was set with a payment date control of “2=Make this payment ONLY if a payment is not made another way for their membership.” On the date of the scheduled AFT, the AFT will look to see if the payment is made on the loan. If the amount in the From: account is does not satisfy the AFT, the amount paid will go in the partial pay field of the AFT . (The loan partial pay field is only evaluated the first time the AFT is processed.) From that point forward, an AFT  More...

Member statements are taken to the post office, the Grand Rapids Bulk Mail Center, at 3500 Patterson, Grand Rapids, MI 49512. From there they are sent first class to members.

This can be done if you completely close down your program with your existing vendor and do a hard cutover to RDC-IQ. However, depending on the status of your program, you may want to allow your members time to migrate. If you use a vendor other than eDOC Innovations for batch posting (UrbanFT, for example) and want to use RDC-IQ, we recommend that you first migrate to eDOC Innovations and use RDC Posting Services (a batch file process). Once you terminate your program with the former vendor, w  More...

Currently we do not provide an automated way to link your members' email addresses to a PDF file. However, in your marketing message, you can link to a URL (web page) to enhance your message. advertisement AD messages automatic

There isn't a tool for this, but what you can do to generate a list of all tools available for your credit union is create a template or temporary employee ID in T ool #327 CU*BASE Employee Security and assign it every tool. Then you can use Tool #357 Employee Security Audit Report to un the Employee Security Audit Report. Run it for the assigned tools only and it will print a report listing all the tools assigned to that employee, which in that case would be all the tools. To get this int  More...

With the 16.10 release a new cross-reference system was implemented that automatically funnels all incoming company IDs from the Social Security Administration and treat them as if they came from one, consistent company ID we’re referring to as the “Primary ID.” In cases where the Depositor ID is the same, for example a husband and wife, these ACH transactions will be handled by the same master ACH distribution record under the Depositor ID since duplicate Depositor IDs are no  More...

Do not use these instructions if you are performing one of the standard uploads such as to DMPIMPORT, FCBUSINESS, FCPERSON, IMPEMAIL, etc. Instead, look for your appropriate .FDFX companion file in C:\cubase\cubase\resources Instructions below are relevant for projects where you are working to upload data to a custom table destination that meets the following criteria: The table already exists in CU*BASE The table has been used before (has at least 1 row of data in it). For the purpose of the ex  More...

This comes from the Workstation Device Configuration in CU*BASE. To view or change this: Launch Tool #326 CU Hardware Configuration Select Terminal/Workstation In the list of workstations, locate the ID of the workstation you are looking up and double click on it (or just type the ID and press Enter) This will open up the terminal's configuration in CU*BASE. In the middle is the list of default printers where your documents will print: General Printer - this will be the printer to which a  More...

The first thing to do is make sure all the cables are connected securely to the printer and the PC. Be sure to note if one of the cables is a network cable. If all of the cables are securely connected and you still cannot print, restart the PC and the printer. If you receive the same error once the printer and PC are back up, there is likely a hardware issue with the printer. If one of the cables that plugs into the printer is a network cable then the Jet Direct card (a network interface   More...