Overview Topics

Looking for a bit more information about a particular subject? These overview topics give a broad scope of the multiple tools, steps, and 'need to know' information for these specific processes, including details that may help in broadening understanding of that particular area.

1-Click Trackers/Wrap Up Codes

Overview: 1Click Offers

Abnormal Activity Monitoring

Account Nicknames

Accounts Payable Overview

Accounts Payable Approvals

Understanding ACH - Overview and Terminology

ACH Exception Handling

Paying Vendor Invoices via ACH

CD Secured Loans

Chart of Accounts Maintenance

CLR Path Decision Advisor

CU*BASE Collections: An Overview

Configuring Financial Reports

Debt Protection Coverage

Fraud Block Lists

Using Insider/Employee Type Codes: Step by Step

Over the Counter Transaction Fees

Household Database

CU*BASE Investments: Overview and Step-by-Step Procedures

Loan Review Dates

Loan Tiered Rates: Motivating Members to Use That Line of Credit

Using the CU*BASE Management Functions

Setting Up and Printing Money Orders

Private Contacts (Contact Us Requests)

Product Marketing Tips and Procedures

Posting Journal Entries

Pre-Membership Lending

CU*BASE Report Builder (Query): Overview

Red Flag Warning Message

Risk-Based Pricing for Loans

Safe Deposit Box Processing

CU*BASE Stop Payment Features

Subsidiary Processing: Overview and Step-by-Step Procedures

Time Card Processing

The Member Tracker System

Handling Unauthenticated Loan Applications

Understanding the Phone Number Database

Understanding Payroll Deduction

Underwriting Codes

So What Exactly Are Visual Analytics Tools?

Year-End Quick Connect and Deadline Monitor