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...

​ For General Support and CU*BASE Assistance: Use the AnswerBook to submit a question to the Client Services and Education team. You can access the AnswerBook via a CU*BASE session by selecting the @ symbol and asking a question, or by logging in and asking a question. You can also call 616-285-5711 or 800-327-3478 and follow the menu prompts to reach a representative. For Technical Support: Use the ConnectWise ticketing system to submit a question to the Network Services team. ConnectWise   More...

Check disbursement history for all check items, regardless of their status, is retained on CU*BASE for 24 calendar months . Check items that are at an outstanding status are retained forever. For our online clients, we purge all checks marked cleared, void, or spoiled that are older than 24 months on the second weekend of every month. NOTE: Prior to March 2008 the retention period was 18 months.

This can be accomplished either via Tool #324 and Tool #889 . Place a stop pay on the check(s) using Tool #324 CU Check/Bank Reconciliation . Then either create the check(s) for the various states unclaimed property offsetting the outstanding check G/L, or create a journal entry moving the stop pay funds from the outstanding check G/L to a suspense G/L and post the unclaimed property checks offsetting the suspense G/L. By doing this the outstanding check G/L stays in balance, and there is an au  More...

Bill Pay fees post around the 11th of the month. The fee posting will only attempt once. An idea is to use this exception report and manually post fees if needed. Something to keep in mind: even if the member has Overdraft Protection, it may still give the exception listed above because Overdraft Protection does not cover fees.

Yes, as long as you know the Check Number and Bank ID to start. Launch Tool # 889 Updtae CU Check History to work with the Check Register. Since you know the check number and bank ID, enter this information in the appropriate boxes, then press enter. You will then see a Check Disbursement Information screen with blank information except for the check # and bank ID that you just entered. (Notice the ADD notation in the top right hand corner of the screen.) Fill out the information needed to co  More...

When you use the filter buttons on the File Maintenance Inquiry dashboard (Tool #159: Audit File Maintenance Inquiry (CUFMNT)), indicators note which programs, fields/columns, and files/tables AuditLink has flagged as “critical” for auditing teams to monitor on a daily basis. You can quickly sort by that indicator and select only those items for a quick scan of maintenance that directly affects member accounts. Below is a listing of these critical items. Columns/Fields Field Why   More...

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...

When members authenticate for MFA, they use a one-time passcode, which also gives them the opportunity to register their device. The next time they log in on a registered device, they may not be required to use a one-time passcode. Situations where a one-time passcode WOULD be needed include the following: Your configuration for MFA in Tool #569 Online/Mobile/Text Banking VMS Config requires a one-time passcode be sent for authentication each time the member logs in. Your credit union has set  More...

For CU*Answers online clients, effective in March 2017 the standard online retention is 12 months for basic savings and checking accounts, and 48 months for all certificates, IRAs (shares and CDs), HSA share and checking accounts, club accounts (such as vacation, holiday, Christmas), tax escrows, and all loans. Prior to March 2017, data retention was 6 months for savings/checking, and 24 months for other member transaction history . Note that when this data is purged, it also removes the additio  More...

Remember that once the emails are sent by CU*BASE, it becomes a function of various email service providers to deliver the emails to members. Because of the way our system can send a batch of email messages to a large group of members at the same time, there may be some providers that interpret these email messages as “spam” (junk email) messages, especially if you have a large number of members who use the same provider (such as Gmail). If you hear from members that your emails ar  More...

Below are some commonly asked questions about MFA. Below the questions are some fuller feature documentation resources. After my credit union activates multi-factor authentication for It’s Me 247 , do my members using the “jump” feature (to access a second membership without entering credentials) need to use MFA during this jump? Can you send a one-time passcode for multi-factor authentication (MFA) for BizLink 247 via text message? My credit union has activated multi-factor au  More...

This address is customized for each credit union. When you first activate mortgage statements, we will assume the address should match the address in your G/L Chart of Accounts corporate record (Tool #202 Chart of Accounts/Budget Groups Maint ). If a different return payment address is desired, the CU must contact the Client Services team at 616-285-5711 ( or ask a question in the AnswerBook ). Normal programming fees and lead times apply. Important note: The coupon and return payment address  More...

The costs associated with implementing the e-Receipts and Photo ID Capture system include purchasing hardware and a one time implementation cost. The following hardware needs to be purchased: an iSweep appliance for each branch, electronic signature pads, photo ID scanners, and thermal printers (if needed). The system requires the use of thermal printers. If a credit union has Carswell Data Product epson printers, there is a one time cost to change the output of the receipt printers from two   More...

See the related AnswerBook item below.

You can use the “Print CU Checks” feature to cut a check to any vendor, including vendors that have been configured in your CU*BASE Vendor database, without creating an invoice record, if you wish. If you want that item to show up in the vendor's history (and update their YTD amount paid for the current year only ), you will need to perform a separate step to add the record manually. Here are the steps: Step 1: Printing a Quick A/P Check In a nutshell, you will be using Tool   More...

MACO authentication is separate from the one-time passcode and device registration required when MFA is activated. MACO authentication replaces the need to enter a password and security question answer, but it does not replace the need to use MFA to login to online banking. After you activate MFA for your members, MFA (when required) will become the final step in authentication, regardless of whether a fingerprint, voice, photo ID, or PIN was already entered earlier as part of the same authentic  More...

As described in this AnswerBook item , this has to do with the unique way in which transaction records are displayed in this inquiry screen. You might get better results after you use page up or down, then use the debit/credit button. The most important thing to remember is that the date you enter is just a target, not a true filter. Because transactions must be listed in the order in which they were posted (in order for the resulting balances to make sense), the list will always “try&rd  More...

Three reports can be used to monitor your AFTs. The Member Automatic Account Transaction Record (TAT1) report includes a detailed listing of automatic transfers that posted. The Member Automatic Account Transfer Notification Report (TAT2) show automatic transfers that did not post. The Member Automatic Account Notification Register (TAT3) lists transfers to 360 accounts that were “out of the ordinary” such as members who are making principal-only payments or additional payments. L  More...

Credit union From: email addresses must be set up as a domain that has been configured with the proper SPF records/settings, so that we have permission to can send on your behalf. You cannot use a bulk, generic email service such as Comcast, Yahoo, AOL, etc., for this address. Refer to this AnswerBook item for more details on the requirements for from addresses and how they are used. If we find that a from address does not have the proper permissions, we reserve the right to change it to   More...

To update a member's credit bureau record for loans with your credit union once they are closed on CU*BASE you would need to use E-Oscar website. Your credit union would need to be registered with the bureau and receive a signon and password. If your credit union doesn't already have this access you will need to contact your bureau to get registered. Use the link below to see current information for contacting the different bureaus for access.

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...

As of May 2019, the following reports can be set up in the Report Scheduler. More reports are being added all the time, though. To see if your report is included, simply look for the Save Settings button on the screen when you are running your report. Tool #108 Accrued Dividend Summary Rpt - CDs Tool #190 CD Maturity Analysis Report Tool #191 CD Selective Trial Balance Report Tool #213 Closed Account Report Tool #218 Closed Membership Report Tool #280 Contingent Liability Analysis Report Too  More...

If you still have the member standing in front of you still you can ask them for the check back, then use Tool #31 Reverse Tran/Adjust Drawer (Same Day) to void the check. (Remember this tool will correct the member, GL and tellers.) If the member has already left with the check and you notice that you forgot to hit post you will need to post the transaction correctly. Then have accounting void the new check that prints out, making sure that the check the member left with is still showing outsta  More...

Infrequently, a CU may find a corporate check or money order appearing as an INVALID ACCOUNT on their daily member share exceptions. The following steps should be taken to process these items correctly: The CU will want to obtain a copy of item to confirm that it is actually a corporate check or money order. Then, they will want to delete the item from their exception list/file by changing the status of the item from an 'A' (Active) to a 'D' (Delete) - the item will rem  More...