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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.

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Presentation on theme: "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."— Presentation transcript:

1 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 and hold this companion webinar, to highlight key documents that will make your job easier! Welcome to the February Tricks of the Trade webinar!

2 Insert an arrow next to your favorite winter activity. Ice Breaker

3 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!

4 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.

5 Answer There are 228 booklets on the CU*BASE Reference Materials page!

6 Sweet answer!

7 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 booklet O Automating Reports and Queries booklet

8 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*BASE O Enroll or unenroll a member in Debit Card Round Up O Run a report on how many members are participating in Debit Card Round Up

9 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.

10 CU*BASE Reference Materials Page

11 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.

12 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.

13 Turning on Debit Card Round Up at Your Credit Union Our documentation all links to other documentation found on the same topic.

14 Enrolling a Member in Debit Card Round Up

15 Running a Report on Debit Card Round Up

16 Other Documentation on Debit Card Round Up O Show Me the Steps O CU*BASE online help

17 Show Me the Steps Documentation on Debit Card Round Up

18 CU*BASE Online Help Documentation on Debit Card Round Up

19 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:

20 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

21 Documentation on the Automated 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!

22 CU*BASE Reference Materials Page

23 Introduction to Automated Reports and Queries

24 Booklet Table of Contents Insert an arrow next to the section of this booklet you’d most like to read after today’s webinar.

25 Booklet FAQ

26 Reports That Can Be Automated Insert an arrow next to a report you might be interested in automating.

27 Automating a Report

28 Viewing a List of Automated Reports

29 Other Documentation on the Automated Reports and Queries Feature O Show Me the Steps O CU*BASE online help

30 Show Me the Steps Documentation on Automated Reports and Queries

31 CU*BASE Online Help Documentation on Automated Reports and Queries

32 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.

33 Thank you for attending the Tricks of the Trade webinar! Links O “Tricks of the Trade” newsletters and webinar presentations: O Debit Card Round Up booklet: O Automated Reports and Queries booklet: O CU*BASE Reference Materials site: O CU*BASE online help site: O Show Me the Steps site: For questions regarding Debit Card Round Up or Automated Reports and Queries, please refer to the booklets we referenced in this webinar.

34 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!


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