<<

Q-ARU/Home Banking Detail Stats - AUDICC
Q-ATM/Debit Card Inquiry - PLASTIC
Q-Audio Loan Request Inquiry - AUDILA
Q-Cash Inventory Summary - CSHINV
Q-Cash Report - CSHINV
Q-CD Transactions - TRANS3
Q-Certificate - MEMBER3
Q-Checking/Draft - MEMBER2
Q-Closed Certificate - ACHIST3
Q-Closed Check/Draft - ACHIST2
Q-Closed Loan - ACHIST5
Q-Closed LOC - ACHIST6
Q-Closed Master - MSHIST
Q-Closed Share - ACHIST1
Q-Collateral Inquiry - CLML
Q-Collections Loans - COLL
Q-Collections Negative - COLL
Q-Collections Overline - COLL
Q-Cross Selling Task - TKLRHN
Q-Employee Activity Audit - SECAUD
Q-Fed Transmission Summary Inq. - ACHSM
Q-GL Balance File - GLBALA
Q-IRA Balance File Comparison - IRABL
Q-Journal Hist Desc. - GLHIST
Q-Journal Hist GL# - GLHIST
Q-LN/LOC Transactions - TRANS2
Q-Loan - MEMBER5
Q-LOC - MEMBER6
Q-Master - MASTER
Q-Member Survey
Q-Online Banking Stats - AUDICC
Q-Opt In/Opt Out Undecided
Q-Paper Bill Inventory - CSHINV
   CU*BASE Query: Paper Bill Inventory Report
   CU*BASE Query: Paper Bill Inventory Inquiry
Q-SH/SD Transactions - TRANS1
Q-Share - MEMBER1
Q-Student Loan Inq. - MEMBER5
Q-Subsidiary Monthly Expenses - FAITM
Qualified Dividends Scoring Simulation
QualiFile Risk Assessment - Adjust Member Data
QualiFile Risk Assessment - Results
QualiFile Risk Assessment - Send Request
QualiFile Risk Assessment - Warning
QualiFile Risk Assessment – Scan Stopped
Query
   CU*BASE Report Builder (Query): Overview
   Terminology: "Query"
Quick Verify Balancing Tool



R&T Check Holds
Random Member Analysis/File Creation
Rate Analysis - Loans Comparison
Rate Analysis - Long Term CD Comparison
Rate Analysis - Mid Term CD Comparison
Rate Analysis - Top 5
Rate Analysis - Top 5 Savings/Checking or Certificate
Rate Analysis (Network Level): All Rates
Rate Analysis Across the Network (1)
Rate Analysis: Savings/Checking Comparison
Rate Analysis: Short Term CD Comparison
Rate Board Configuration
Rate Breakdown
Rate Change History
Rate Change Tolerance Ranges
   Member Rate Maintenance - CU Rate Change Tolerances
   Pricing Strategies and CU*BASE Tools
Rate Changes
Rate Control
Rate Estimator
Rate History (Shares and Certificates)
Rate History Share and Certificates
Rate Inquiry
Rate Inquiry - APY Calculator
Rate Maintenance
Rate Maintenance - View
Rate Maintenance 3
Rate Table - Insurance Code Config
Ratio Rating Definition
Re-activate/Suspend Payroll Deductions
Re-Opening Accounts or Memberships (Same Day)
   Re-Opening Accounts or Memberships (Same Day)
   Re-Open an Account
   Re-Open a Membership
Re-Post Exceptions/Returns
Re-Posting Share Draft Exceptions/Returns
Re-Price Medallion Collateral
Reactivate Online Access to PIB Profile
Reactivate PIB Password
Reason Codes
   Configuring Membership Reason Codes (1)
   Configuring Membership Reason Codes (2)
   Configuring Account Reason Codes (1)
   Configuring Account Reason Codes (2)
   Configuring Reason Codes and the New Member Comment
Reason Selection
Receipt Reprint
Recent Accounts Accessed
Recognizing a Fraudulent Check
Recommendations for Setting Up Trust Accounts
Reconcile Corporate Drafts
Record
Record Member Ballot
Record Member Ballot 2
Record Member Votes on Ballot
Record/View Member Survey Answers
Recorded Card Activity
Recording a "Master Greeting" for Member Communications
Recording a Description for a Budget Archive Snapshot
Recording Budgeting Notes
Records with Matching SSN
Recurring Journal Entries
Red Flag Overview
Red Flag Warning Alert
Redeeming a Savings Bond
   Redeeming a Savings Bond
   Redeeming a Savings Bond
Refinancing a Loan Account
Reg D Configuration
Reg D Counter for Phone Operator Transfers
Reg D Counts
Reg D Transaction Policy
Reg DD
   NSF/Non-Return Fee Detail
   NSF/Non-Return Fee Summary
   Activating Overdraft Protection/ANR Settings
   NSF Statistics Summary
Reg E
   Member Personal Banker
   Opt In/Opt Out Maintenance Screen
   Opt In/Opt Out Reg E Settings
Regulation D Configuration
Relationship Analysis
   Relationship Analysis
   Tips for CEOs - Relationship Analysis
Relationship Management
Remote Access Tracking
Remove Closed Investments
Rename Journal Entries
Renaming a Journal Entry Batch
Renumbering CU Checks
Report Automation (Query): Custom Reports Files
Report Automation: Save Settings for Report Automation
Report Automation: Standard Reports
Report Builder
   CU*BASE Report Builder (Query): Overview
   Creating or Modifying a Custom Report or Inquiry
Report Builder Main Menu
Report Cover Page
Report Output
Report Printing Control System
Report Saved Settings
Reports
Reprint Issued Checks
Reprinting a Promise Deposits Batch Report
Reprinting Checks
Reprinting Teller Receipts
Requesting a Credit Report
   Action Code "CR"Requesting a Credit Report (1)
   Requesting a Credit Report (2)
Required Activity by Delivery Channel
Required Minimum Distribution Inquiry
Required Suspense Accounts
Reserved Employee IDs
Reset ARU/Online Banking Password
Reset Employee ID Password (1)
Reset Employee ID Password (2)
Reset Online Banking Questions
Reset Password
Reset Tiered Service Rewards Points
Resetting Member Security Questions
Resetting User Passwords & Devices
Resetting Yearly Investment Income
Resolving Teller "Out of Balance" Situations
Restricted Nicknames Configuration
Retention Data
   Analyzing Retention and Age Groups
   View Retention/Gender Data
Retrieving G/L Budget Cross-References (Auto-Pick)
Returning a Corporate Check
Reversing a Member Transaction and Correcting Teller Drawer Audit Keys
Reversing a Transaction
   Member Transaction Reversal (1)
   Reversing a Member Transaction and Correcting Teller Drawer Audit Keys
Reversing a Transaction and Adjusting the Teller Drawer
Reversing Journal Entries
Review Paid Off Loans 1
Review Paid Off Loans 2
Review Unfunded Loans
Review Unfunded Loans 2
Reviewing a Contact Request
Reviewing Membership Application Information
Reviewing Trackers
   Reviewing Trackers (2)
   Reviewing Trackers (1)
Reward Points Redemption Catalog
   Configure Reward Points Redemption Catalog
   Reward Points Redemption Catalog
Rewards Points Catalog
   Add/Modify Group
   Configure Catalog Groups
Rewards Points Inquiry
Rewards Points Statement
Risk Level History
Risk-Based Pricing
   Loan Product Configuration: Setting Up Risk-Based Pricing (1)
   Loan Product Configuration: Setting Up Risk-Based Pricing (2)
Risk-Based Pricing for Loans Overview
Routing Reports
Rural Development Loan Detail



Safe Deposit Box Availability
Safe Deposit Box Comments
Safe Deposit Box Definition
Safe Deposit Box Information Listing
Safe Deposit Box Processing Overview
Safe Deposit Box Specifications
   Selecting a Safe Deposit Box
   Entering Safe Deposit Box Specifications
Sales Tax
Sales Tools
Sales Tools Window
Sales Tracker
   Telemarketing Trackers: Following Up on Sales Leads (2)
   Telemarketing Trackers: Following Up on Sales Leads (1)
Sample CD Renewal/Redemption Settings
Sample Checking Account Activity
   Sample Checking Account Activity (1)
   Tips for CEOs - Sample Checking Account Activity
Sample Trans by Delivery Channel
Sample Transaction Activity
Sampling Activity by Delivery Channel
   Sampling Transaction Activity by Delivery Channel (1)
   Sampling Transaction Activity by Delivery Channel (2)
   Sampling Transaction Activity by Delivery Channel (3)
Sampling Transactions by Delivery Channel
   Analyzing Transactions by Delivery Channel
   Sampling Transaction Activity by Delivery Channel (1)
   Sampling Transaction Activity by Delivery Channel (2)
   Sampling Transaction Activity by Delivery Channel (3)
   Tips For CEOs: Transaction Count by Delivery Channel
Savings Bond Inquiry
Savings Bond Redemption
Savings Bond Report
Savings Bonus Dividend
Savings Rate Analysis
Schedule Point Range Changes
Screen ID
Search for Active Account Types
Search for Active Members
Search for Closed Account Types
Search for Closed Members
Search for Database Tables (Files) and Columns (Fields)
Search for Fields and Files
   Database Inquiry: Search for Fields and Files
   Database Inquiry: File Descriptions
Search Safe Deposit Box
Searching for a Household Number
Searching for a Safe Deposit Box (by Account)
Searching for Files and Fields
Secondary Address
Secondary Names Inquiry
Secondary Transaction Description
Secured Accounts Report
Secured Balance
Secured Funds History Inquiry
Secured Funds Information Inquiry
Secured Shares
   Miscellaneous Secured Funds (2)
   Miscellaneous Secured Funds (1)
Security Audit Reports
Security Code Definition
   Configuring Loan Security Codes (1)
   Configuring Loan Security Codes (2)
Security Dashboard
Security Maintenance File Inquiry
Security Maintenance File Inquiry 2
Security Question Answer Reset
Security Question Reset
Security Questions
Security Questions for Online Banking
   Resetting Member Security Questions
   What are Security Questions?
See/Jump Authorizations
SEG/Sponsor Group Inquiry
SEG/Sponsor Information Update
SEG/Sponsor Inquiry
Select AFT Transfer Type
Select Batch # Processed
Select Business Unit
Select Change Reason
Select Funds for Automatic Transfer
Select Investment
Select Loan Categories
Select Loan Category
Select Membership Designation
   Select Membership Designation
   Select Membership Designation
Select NSF/ANR Dashboard Criteria
Select Participation Loan Investors
Select Participation Loan Types
Select Product Code
Select Product Type
Select Status Code
Select Various Items
Select Vault ID
Selecting a Loan Category
Selecting a Safe Deposit Box
Selective Loan TB/Statistics
Self Service Fee Configuration
Selling Products for Promise Deposits
Send e-Statement Notification Emails
Send Email
Send Home Banking Message
Sending Messages to Members via PC Banking
Sending Options for Email/Home Banking
Service Charge Config (2)
Service Charge Configuration
   Minimum Balance Service Charge Configuration (2)
   Minimum Balance Service Charge Configuration (1)
   Service Charge Configuration:Comparison Criteria
   Transaction Service Charge Configuration (1)
   Transaction Service Charge Configuration - Program Number
   Account Service Charge Configuration (1)
   Account Service Charge Configuration - Program Number
   Configuring Service Charges - Overview
   Service Charge Configuration:Field Selection
   Transaction Service Charge Configuration - Application/DIVAPL Parameters
   Account Service Charge Configuration - Application/DIVAPL Parameters
   Minimum Balance Penalty Options vs. Dividend Calculation Type
Service Charge Group Selection
Service Charge Selection
Service Tax
Services per Member
Set Block Status
Set HSA Annual Default Limits
Setting Net Effective Rate for Household Statistics
Setting Up Escrow Disbursement Records
Setting Up G/L Accounts
Setting Up Money Orders
Setting Up/Modifying Your Chart of Accounts
Settings for Custom Report or Inquiry
Settlement Account
   Understanding ACH Suspense Accounting
   CU*BASE Suspense, Clearing and Settlement Accounting: Overview
Settling ACH
Share Account Dividend Rate
   Share Split Rate Details
   Share Rate Maintenance
   Share Rate Inquiry - Split Rate Details
   Share Rate Inquiry
Share Account Dividend Rate View Only
Share Account Setup
   Online Banking Product Defaults - Share Products
   Share Product (DIVAPL) Configuration (2)
Share Accrual Calculator
   Share Dividend Accrual Calculator - Accrual Details
   Share Dividend Accrual Calculator
Share Bonus Dividend
Share Certificate Maturity Register
Share Dividend Accrual Calculator
   Share Dividend Accrual Calculator - Accrual Details
   Share Dividend Accrual Calculator
Share Dividend Checks
Share Dividend Report
Share Draft Exception/Return Detail Report
Share Draft NSF Statistics Inquiry
   NSF Statistics Summary
   NSF Statistics - Transactions
Share Draft Post/Re-Post Detail Report
Share Draft Processing Statistics
   Check Processing Statistics (1)
   Check Processing Statistics (2)
Share Draft Return Credit Detail Report
Share Draft Transmission Detail Report
Share Draft/Checking Processing Configuration
Share PlaceCity Split Rate Details
Share Product Config Audio/Home Banking Processing
Share Product DIVAPL Configuration
   Share Product (DIVAPL) Configuration (2)
   Share Product (DIVAPL) Configuration (1)
Share Rate Inquiry
Share Rate Inquiry - PlaceCitySplit Rate Details
Share Rate Inquiry - Split Rate Details
Share Rate Maintenance
   Share Rate Maintenance
   Share Rate Maintenance
Share Split Rate Details
Share Type of Account Demand Dividend
   Posting Dividends to a Share Account (1)
   Posting Dividends to a Share Account (2)
Share/Loan Insurance Analysis
Shared Branch Inquiry - Other CU Branches Used by My Members
Shared Branch Inquiry - Other Members Using My Branches - Detail
Shared Branch Settlement Report
Shared Branching
   Configuring Shared Branch Settings (2)
   Configuring Shared Branch Settings (1)
Shared Branching - Summary for Weekdays
Shared Branching - Summary for Weekdays/Weekends
Shared Branching Credit Union Lookup
Shared Branching Inquiry
Shared Branching Inquiry - Other Members Using My Branches
Shared Branching Inquiry - Where Members Branch - Totals
Shared Branching Inquiry - Where My Members Branch Detail
shortcuts
Single Premium Insurance
Skip a Pay Credit Card Batch Confirmation
Skip Payment History
Skip Payment History Inquiry
Skip Payment History Report
Skip-a-Pay for Online Credit Cards
Skip-a-Pay Program
Skip-a-Pay Report
Skip-a-Pay Simulation Report
Skip-a-Pay Timeline
Smart Checks
Smart Message Configuration
Smart Operator - Verifying Daily Batch Processing
   Smart Operator: Verifying Daily Batch Processing
   Smart Operator: Verifying Daily Batch Processing
Social Security Numbers
   Modifying a Social Security Number
   Assigning Imitation Social Security Numbers
Spam
   Email Marketing Messages (1)
   Email/Online Marketing Messages (2)
Special Accounts Dividend Applications
Special Accounts Selected
Special Mortgage Payment Options
   Special Mortgage Payment Options
   Frequently Asked Questions
Special Processing Options
Specifying Denominations for TCD Cash Dispenses
Specifying Mailing Address for Promise Deposits
Split Rates
Spoiling a Check
Spool Files
Spooled Output
SSN
   Modifying a Social Security Number
   Assigning Imitation Social Security Numbers
SSN Verification Report
Standards for Address Formats
Start Page - Online Banking
Start Page Selection
Starter Checks
   Printing Member Starter/Replacement and LOC Disbursement Checks
   Configuring Starter/Replacement and LOC Disbursement Checks
Statement Audit Inquiry
Statement Audit Inquiry - Detail
Statement Audit Inquiry - Summary
Statement Configuration Print Options
Statement Format Configuration Selection Criteria
Statement Mail Groups
   Configuring Statement Mail Groups
   Statement Mail Groups
Statement Messages and Insert Instructions
Statement Notices for HELOCs and Other Loans
Statement Onsert
Statement Reconciliation Dashboard
Statement Styles
Statement Styles Information
Stock
   Configuring Loan Stock Types (1)
   Configuring Loan Stock Types (2)
   Adjusting Member Loans Secured by Stock
Stock Secured Report
Stock Type Definition
   Configuring Loan Stock Types (1)
   Configuring Loan Stock Types (2)
Stop Pay Comments
Stop Payment Report
Stop Payment Request Processing
   Stopping Payment on a Member Check (1)
   Stopping Payment on a Member Check (2)
Stop Payments
Stopping Payment on a Corporate Check
   Check Reconciliation (2)
   Check Reconciliation (1)
Stopping Payment on a Member Check
   Stopping Payment on a Member Check (1)
   Stopping Payment on a Member Check (2)
Student Loan Deferment Maintenance
Student Loan Register
Student Loans
   Loan Category Configuration: G/L, Payment Matrix and Other Settings
   Student Loan Deferment Maintenance
Subsidiary Category Configuration
   Configuring Subsidiary Categories (1)
   Configuring Subsidiary Categories (2)
Subsidiary Clearing Account
   CU*BASE Investments: Overview and Step-by-Step Procedures
   Subsidiary Processing: Overview and Step by Step Procedures
Subsidiary Configuration
Subsidiary Control File Inquiry
Subsidiary Department Configuration
   Configuring Subsidiary Departments (1)
   Configuring Subsidiary Departments (2)
Subsidiary G/L Acct. Code Configuration
   Configuring Subsidiary G/L Codes (1)
   Configuring Subsidiary G/L Codes (2)
Subsidiary History Maintenance
Subsidiary Item Creation
Subsidiary Processing
Subsidiary Processing - Overview and Step-by-Step Procedures
Subsidiary Transaction History Maintenance
Subsidiary Types
Suffix
Summary of Fee Comparison
Supplemental Vault Activity
Supplemental Vault Device Configuration
Supplemental Vault Inventory Audit
Suppress Transactions from Member Statements
Survey
   Completing a Member Survey (2)
   Member Survey Analysis Report
Suspect Loan Application
Suspend Payroll Deductions
Suspending a Batch
Suspense Account
   Understanding ACH Suspense Accounting
   CU*BASE Suspense, Clearing and Settlement Accounting: Overview
Suspicious Activity
System Control Attributes Listing


>>