Check Out the New Resources Featured in this Edition of Documentation Digest!

Documentation Digest is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! Check out the link below for a spotlight on the recently-updated CU*BASE Daily Reports booklet.

Reference Guides

Have you ever wondered what a report means or when it is generated?  Look no further!  The CU*BASE Daily Reports booklet contains the majority of the beginning and end-of-day reports generated by CU*BASE on a daily basis.  This document is designed to assist you in due diligence of member, staff, and G/L activity in CU*BASE.  The booklet is formatted to be used on a daily basis, and is arranged to allow you to easily assign different reports to different members of your staff.

NEW Features for this booklet include:

  • MANY more reports added to the booklet, including Electronic Third-party reports.
  • All sample reports in the booklet have been updated.
  • Descriptions edited by the CU*Answers Management Services division.
  • A cooperative effort of the Conversions Coordinator and Writing Teams.