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.

Why do I see CBX and CU*BASE information?

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. Rest assured that each screen's online help will be applicable to either software you are working on, with only slight visual differences. We appreciate your patience while we make this transition.

Updated Topics

Take a look at these new topics!

• Add Share Draft Return
• Add ACH Return Manually
• Add Collateral to Pending Loan Application
• Close Batch of Outstanding Follow-Ups
• Mark Follow-Ups as Completed
• Create Journal Entry Based on Template
• Make a Withdrawal (Xpress Teller)
• Balancing Investments from A to Z
• Run QualiFile Risk Assessment Scan on Non-Member Joint Owner
• Create an Employee Template