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! Click on the links below for a deeper dive into each item, and don’t forget to share these with your staff!
Knowledge Base Topics
- I understand there are restrictions on who can be added as a beneficiary on a new certificate opened online. How does this apply to new savings and checking accounts? Click here to view this NEW topic! (KB 5460)
- In online banking, why is my member restricted from adding a beneficiary to a new CD even though the person is already a beneficiary on a different CD on the same membership? Learn more about this NEW topic! (KB 5459)
- How do you remove the interest when writing off or charging off a loan? Check out this NEW topic! (KB 5428)
- What do federally chartered credit unions need to enter for the transaction description for the “Non-Return fee” (on the NSF and Overdraft Protection detail screen) in order to remain in compliance with the NCUA? View this NEW topic! (KB 5458)
- Where in CU*BASE do I go to modify receipt settings to activate Native Receipts? Check out this NEW topic! (KB 5457)
- My member deposited a large check deposit. How do I release the funds across three hold release dates, according to the Reg CC guidelines? After the initial Reg CC release, I would like to release a set amount after a three-day hold, and the rest after an additional four days. What do I do to configure this in the system? Learn more about this updated topic! (KB 4732)