From charts to checklists From flyers to forms There is a lot of documentation on our website about CUBASE and the programs and features it offers Thats why each month we send you a Tricks of the Trade email and hold this companion webinar to highlight ID: 227555
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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!Slide2
Insert an
arrow next to your favorite winter activity.
Ice BreakerSlide3
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!Slide4
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.Slide5
Answer
There are 228 booklets on the CU*BASE Reference Materials page!Slide6
Sweet answer!Slide7
Booklets We’ll Look at Today
Today we’re going to look at two of the booklets found on the Reference page:Debit Card Round Up bookletAutomating Reports and Queries bookletSlide8
Debit Card Round Up
Check yes if you’d be interested in knowing how to do any of the following:Turn on Debit Card Round Up in CU*BASEEnroll or unenroll a member in Debit Card Round UpRun a report on how many members are participating in Debit Card Round UpSlide9
Documentation on the Debit Card Round Up Program
To find the booklet:Go to cuanswers.com. Click “I am a client.”Hover over “Docs & Information” on the left menu bar.Click “CU*BASE Reference.”Click “D.”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.Slide10
CU*BASE
Reference Materials PageSlide11
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.Slide12
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. Slide13
Turning on Debit Card Round Up at Your Credit Union
Our documentation all links to other documentation found on the same topic.Slide14
Enrolling a Member in Debit Card Round UpSlide15
Running a Report onDebit Card Round UpSlide16
Other Documentation on
Debit Card Round UpShow Me the Steps
CU*BASE online help Slide17
Show Me the Steps Documentation onDebit Card Round UpSlide18
CU*BASE Online Help Documentation onDebit Card Round UpSlide19
Debit Card Round Up Marketing
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!For more information on the Debit Card Round Up Grand Opening, visit: http://marketing.cuanswers.com/Slide20
Automated Reports and Queries
Raise your hand if you’ve ever: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 anythingBeen tired of running the same report each month and wished it could run itself automaticallySlide21
Documentation on theAutomated Reports and Queries Feature
To find the document:Go to cuanswers.com. Click “I am a client.”Hover over “Docs & Information” on the left menu bar.Click “CU*BASE Reference.”Click “A.”Click “Automated Reports and Queries.”
The Automated Reports and Queries booklet shows you how to do all these things!Slide22
CU*BASE
Reference Materials PageSlide23
Introduction to
Automated Reports and QueriesSlide24
Booklet Table of Contents
Insert
an arrow
next to the section of this booklet you’d most like to read after today’s webinar. Slide25
Booklet FAQSlide26
Reports That Can Be Automated
Insert
an arrow
next to a report you might be interested in automating.Slide27
Automating a ReportSlide28
Viewing a List of Automated ReportsSlide29
Other Documentation on the
Automated Reports and Queries FeatureShow Me the Steps
CU*BASE online help Slide30
Show Me the Steps Documentation onAutomated Reports and QueriesSlide31
CU*BASE Online Help Documentation onAutomated Reports and QueriesSlide32
Today’s Takeaways
On the whiteboard: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.Slide33
Thank you for attending the
Tricks of the Trade webinar!
Links“Tricks of the Trade” newsletters and webinar presentations: http://cuanswers.com/tricks_of_trade.phpDebit Card Round Up booklet: http://www.cuanswers.com/pdf/cb_ref/debitcardroundup.pdf Automated Reports and Queries booklet: http://www.cuanswers.com/pdf/cb_ref/automated_reports_and_queries.pdf CU*BASE Reference Materials site:
http
://cuanswers.com/client_reference.php
CU*BASE online
help site:
http://
www.cuanswers.com/doc/gold/gold.htm#Using_Help_Web.htm
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.Slide34
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