CU*Base Reference

This section lists topical reference booklets, each covering a specific area of the CU*BASE system. In addition to the information that’s in our online help, these documents are another great way to get up to speed on a new CU*BASE tool or application.

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A

Account-to-Account (A2A) Transfers
View the Special Interest Page for more info.
May 28th 2009 | 39 pages
Audit Tracker
Oct 4th 2010 | 2 pages
ASAP Reports (Ask, See, Act, Profit)
Oct 4th 2010 | 8 pages
Audit Link Advisor - Reg V
Nov 17th 2010 | 4 pages

B

Balancing Made Easy
May 26th 2009 | 43 pages
CU*Base Branding
Sep 3rd 2010 | 4 pages
Online Ballots
Oct 4th 2010 | 22 pages

C

2010 Conversion Promise
Sep 3rd 2010 | 28 pages
5300 Call Report Tools For CU*Base
Sep 3rd 2010 | 1 pages
5300 Call Report
Oct 4th 2010 | 43 pages
CU*BASE Software Upgrade 10.3
Oct 4th 2010 | 16 pages
CU*BASE Conversion Promise (2010)
Oct 4th 2010 | 28 pages
Online Credit Bureau Access and 247 Lender (1): Introductory/Startup Guide
Oct 4th 2010 | 18 pages
Our Favorite CEO Reports
Oct 4th 2010 | 8 pages
2010 CEO Strategies Week
Nov 15th 2010 | 2 pages
2010 CEO Strategies Week
Nov 15th 2010 | 3 pages

D

2010 Disaster Recovery Test Report and Gap Analysis
Oct 4th 2010 | 4 pages
Dividend Donations: Setting Up a Plan for Your Members
Oct 4th 2010 | 10 pages
Downloading Your Financial Statements to Excel: Downloading Data from CU*BASE to PC
Oct 4th 2010 | 9 pages

F

Fee Income / Waiver Analysis
Oct 4th 2010 | 2 pages
How to Work with Member Follow-ups
Oct 4th 2010 | 11 pages

G

General Ledger Balancing Tools
Oct 4th 2010 | 20 pages

I

It's Me 247 Online Banking
Oct 4th 2010 | 20 pages

K

Knowing Your Members
Oct 4th 2010 | 79 pages

L

CU*Base Leadership Dashboards
Sep 3rd 2010 | 1 pages

M

Using the Member Branch Reassignment Tool
Oct 4th 2010 | 6 pages
Member Service Denial Notices
Oct 4th 2010 | 12 pages
Member Connect
Oct 4th 2010 | 16 pages
Our Favorite Marketing Reports
Oct 4th 2010 | 8 pages

P

Peer Analysis (2010)
Oct 4th 2010 | 56 pages
CU*South Planning 12 Months a Year
Nov 15th 2010 | 33 pages
CU*South 2011 Peer Analysis
Apr 11th 2011 | 76 pages

S

Starting a Credit Union with CU*South
Oct 4th 2010 | 4 pages

T

CU*BASE Tiered Services
Oct 4th 2010 | 92 pages