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From brochures to booklets, From charts to checklists,
From flyers to forms,There is a lot of documentation on our website about
CU*BASE and the programs and features it offers.
That’s why each month, we send you a Tricks of the Trade email and hold this companion webinar, to
highlight key documents that will make your job easier!
Welcome to the February Tricks of the Trade
webinar!
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Insert an arrow next to your favorite winter activity.
Ice Breaker
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Focus of This Month’s Webinar:Reference Page
The focus of this month’s Tricks of the Trade webinar is on the CU*BASE Reference Materials page, which contains a wealth of documentation on CU*BASE!
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Fun Fact
Do you know how many booklets are on the CU*BASE Reference Materials page?
A prize will be awarded to the person who comes the closest!
Chat in your answer.
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Answer
There are 228 booklets on the
CU*BASE Reference Materials page!
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Sweet
answer!
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Booklets We’ll Look at Today
Today we’re going to look at two of the booklets found on the Reference page:
O Debit Card Round Up bookletO Automating Reports and Queries booklet
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Debit Card Round Up
Check yes if you’d be interested in knowing how to do any of the following:
O Turn on Debit Card Round Up in CU*BASEO Enroll or unenroll a member in Debit Card
Round UpO Run a report on how many members are
participating in Debit Card Round Up
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Documentation on the Debit Card Round Up Program
O To find the booklet:
O Go to cuanswers.com. O Click “I am a client.”O Hover over “Docs & Information” on the left
menu bar.O Click “CU*BASE Reference.”O Click “D.”O Click “Debit Card Round Up.”
The Debit Card Round Up booklet shows you how to do all these things! Let’s take a look at the booklet.
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CU*BASE Reference Materials Page
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Introduction to Debit Card Round Up
Keep in mind:• “Round Up” amounts
come from the member’s account, not the credit union.
• All “Round Up” transfers for the day are done at one time during end-of-day processing.
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Booklet Table of Contents
Clickable page numbers in the Table of Contents
Insert an arrow next to the section of this booklet you’d most like to read after today’s webinar.
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Turning on Debit Card Round Up at Your Credit Union
Our documentation all links to other documentation found on the same topic.
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Enrolling a Member in Debit Card Round Up
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Running a Report onDebit Card Round Up
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Other Documentation on Debit Card Round Up
O Show Me the Steps
O CU*BASE online help
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Show Me the Steps Documentation on
Debit Card Round Up
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CU*BASE Online Help Documentation on
Debit Card Round Up
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Debit Card Round Up Marketing
O Turn on Debit Card Round Up prior to June 1, when the Debit Card Round Up Grand Opening will begin to help you market the service to your members!
O For more information on the Debit Card Round Up Grand Opening, visit: http://marketing.cuanswers.com/
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Automated Reports and Queries
Raise your hand if you’ve ever:
O Wished a report you needed to run each month were already in the printer waiting for you at the beginning of the month, without you having to do anything
O Been tired of running the same report each month and wished it could run itself automatically
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Documentation on theAutomated Reports and Queries Feature
O To find the document:
O Go to cuanswers.com. O Click “I am a client.”O Hover over “Docs & Information” on the left
menu bar.O Click “CU*BASE Reference.”O Click “A.”O Click “Automated Reports and Queries.”
The Automated Reports and Queries booklet shows you how to do all these
things!
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CU*BASE Reference Materials Page
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Introduction to Automated Reports and Queries
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Booklet Table of ContentsInsert an arrow next to the section of this booklet you’d most like to read after today’s webinar.
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Booklet FAQ
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Reports That Can Be AutomatedInsert an arrow
next to a report you might be interested in automating.
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Automating a Report
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Viewing a List of Automated Reports
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Other Documentation on the Automated Reports and Queries Feature
O Show Me the Steps
O CU*BASE online help
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Show Me the Steps Documentation on
Automated Reports and Queries
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CU*BASE Online Help Documentation on
Automated Reports and Queries
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Today’s Takeaways
On the whiteboard:
O Write down your most valuable takeaway from today’s Tricks of the Trade webinar or something you’d like to know more about by reading the booklets we referenced today.
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Thank you for attending the Tricks of the Trade webinar!
Links
O “Tricks of the Trade” newsletters and webinar presentations: http://cuanswers.com/tricks_of_trade.php
O Debit Card Round Up booklet: http://www.cuanswers.com/pdf/cb_ref/debitcardroundup.pdf
O Automated Reports and Queries booklet: http://www.cuanswers.com/pdf/cb_ref/automated_reports_and_queries.pdf
O CU*BASE Reference Materials site: http://cuanswers.com/client_reference.php
O CU*BASE online help site: http://www.cuanswers.com/doc/gold/gold.htm#Using_Help_Web.htm
O Show Me the Steps site: http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#welcome.htm
For questions regarding Debit Card Round Up or Automated Reports and Queries, please refer to the booklets we referenced in this
webinar.
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We’d Like Your Feedback
To help us improve the quality of our webinars, could you please complete
the anonymous survey you’ll be directed to when you exit this webinar?
Thank you!