Every month at CU*Answers...
holds new information to be aware of and has something noteworthy to remember. Did you know? That's our purpose behind publishing this short, informative newsletter. Here are a few things we think you'll want to know. |
Send Reports Directly to your MONTHxx OUTQ |
With Release 11.5, CU*Answers made it easy to send those reports you produce every month that you want included in your MONTHxx OUTQ, archived to CU*Spy and placed on your CU*Archives monthly CD. When printing any CU*BASE report, you can now select MONTHxx as your printer ID, just like you send reports to your HOLDxx OUTQ. Reports will be generated directly to the MONTHxx output queue and routed for archival as usual. Behind the scenes, the MONTHxx OUTQ will work similarly to the HOLDxx OUTQ, with one difference: the MONTHxx OUTQ is connected to a "virtual" printer device (also called MONTHxx) on the Production i5. The reports you place in MONTHxx OUTQ will still be archived to CU*SPY nightly and placed on your CU*Archives Monthly CD. If you wish to print a hard copy, you will still need to remember to set the report to save and return it to the OUTQ after it is printed.
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Our complimentary 30-minute informative spotlight for this month will cover Teller and Member Service enhancements made to CU*BASE during 2012. Take advantage of this special educational class facilitated by the Client Service and Education Team.
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Managing Your Cash Inventory
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Managing your cash effectively is a balancing act between you and your staff. Your ability to check inventory to complete such tasks as performing cash orders and determining the cash needed for the following year depends on your staff keeping inventory up to date in CU*BASE by regularly balancing the vault and teller drawers. The reason for this is that the CU*BASE tools that display cash inventory base their calculations off the most recent balance. That's why it's vital that your staff regularly balance the vault and teller drawers. One of the best ways to ensure that balancing happens on a regular basis is to develop a policy stating when and how often staff should balance the vault and teller drawers. This will guarantee that the inventory displayed in CU*BASE cash-inventory tools is accurate and current so that the full benefit of these tools can be actualized.
Gividends has created a guide to develop a policy on balancing and to communicate to your staff exactly how to balance the vault and teller drawers. Also explained in this guide are step-by-step instructions on how to view your vault and teller-drawer inventory.
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You can always find it! Once a CU*BASE release has been implemented, the documentation is available for reference on our cuanswers.com website. We keep it in a safe place for easy access. Catch up here:
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