Welcome

Welcome to Show Me the Steps, a site that provides simple step-by-step instructions and video tutorials on completing tasks in CBX and/or CU*BASE GOLD and related software products such as It's Me 247 Online Banking.

As we transition from CU*BASE GOLD to CBX as our core processing software, our documentation teams are working to transition the online help content. You will see more CBX content, and less CU*BASE content, as we move forward with the transition. Show Me the Steps addresses the true step-by-step processes for accomplishing tasks using CBX. Although the topics coincide with CBX, they are comparable to the steps one would take using CU*BASE GOLD, with only slight differences in field appearance or labeling.

Updated Topics

Take a look at these new topics!

• Move a Non-Member's SSN to a Membership
• Find the Relationships a Member’s SSN has with Existing Accounts
• Add Additional Signer to Loan Application
• Delete Additional Signer Relationships from Loan Application
• Make a Cash Deposit (Xpress Teller)
• Add Investment Subsidiary
• Block an ATM/Debit Card from Withdrawals/Deposits
• Add an Entry to a Fraud Block List
• Remove a Person/Organization from a Fraud Block List
• Balancing Subsidiaries from A to Z