From brochures to booklets, From charts to checklists, From flyers to forms, There is a lot of...
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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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Transcript of From brochures to booklets, From charts to checklists, From flyers to forms, There is a lot of...
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!
Insert an arrow next to your favorite winter activity.
Ice Breaker
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!
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.
Answer
There are 228 booklets on the
CU*BASE Reference Materials page!
Sweet
answer!
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
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
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.
CU*BASE Reference Materials Page
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.
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.
Turning on Debit Card Round Up at Your Credit Union
Our documentation all links to other documentation found on the same topic.
Enrolling a Member in Debit Card Round Up
Running a Report onDebit Card Round Up
Other Documentation on Debit Card Round Up
O Show Me the Steps
O CU*BASE online help
Show Me the Steps Documentation on
Debit Card Round Up
CU*BASE Online Help Documentation on
Debit Card Round Up
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/
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
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!
CU*BASE Reference Materials Page
Introduction to Automated Reports and Queries
Booklet Table of ContentsInsert an arrow next to the section of this booklet you’d most like to read after today’s webinar.
Booklet FAQ
Reports That Can Be AutomatedInsert an arrow
next to a report you might be interested in automating.
Automating a Report
Viewing a List of Automated Reports
Other Documentation on the Automated Reports and Queries Feature
O Show Me the Steps
O CU*BASE online help
Show Me the Steps Documentation on
Automated Reports and Queries
CU*BASE Online Help Documentation on
Automated Reports and Queries
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.
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.
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!
