3.40 CU Financials: Configurations, Printing, and Other Options
This video has been updated with a newer version. Please see http://ondemand.cuanswers.com/2012/06/14/3-40-cu-financials-configurations-printing-other/ This class walks through the structure and...
View Article3.40 CU Financials, Configurations, Printing, Other
This class describes the credit union’s Chart of Accounts and reporting from the balance sheet and income statement. Related posts: 3.40 CU Financials: Configurations, Printing, and Other Options 10.2...
View ArticleUsing Budgeting Tools 3 of 5 – Using Classical Budgeting Tools
A deep dive on the changes we’ve made to the “Work with CU Budget” feature – everything except modeling. October, 2015 Session Related posts: Using Budgeting Tools 2 of 5 – Preparing Your Budgeting...
View ArticleUsing Budgeting Tools 4 of 5 – Using Modeling Tools
A deep dive on modeling assets and liabilities to generate the offsetting income and expenses from member accounts. Related posts: Using Budgeting Tools 2 of 5 – Preparing Your Budgeting Assumptions...
View ArticleUsing Budgeting Tools 5 of 5 – Analyzing Your Performance
Tools for presenting budget variances and analyzing performance against your budget projections. Related posts: Using Budgeting Tools 2 of 5 – Preparing Your Budgeting Assumptions Using Budgeting Tools...
View ArticleUsing Budgeting Tools 3 of 5 – Using Classical Budgeting Tools
A deep dive on the changes we’ve made to the “Work with CU Budget” feature – everything except modeling. December, 2015 Session Related posts: Using Budgeting Tools 3 of 5 – Using Classical Budgeting...
View ArticleUsing Budgeting Tools 4 of 5 – Using Modeling Tools
A deep dive on modeling assets and liabilities to generate the offsetting income and expenses from member accounts. December 18, 2015 Webinar Related posts: Using Budgeting Tools 4 of 5 – Using...
View ArticleAdding an Accounts Payable Invoice
Watch this quick video tutorial to learn how to add a new accounts payable invoice for payment. Related posts: Adding a Joint Owner to an Account Accepting a Person-to-Person Payment Cancelling a...
View ArticleAdding an Accounts Payable Vendor
Watch this quick video tutorial to learn how to add a new accounts payable vendor. Related posts: Adding an Accounts Payable Invoice Adding a Joint Owner to an Account Fiserv EasyPay Online Bill Pay –...
View ArticleAdding an ACH Distribution Record
Watch this quick video tutorial to learn how to manually add a new ACH record into the master distribution file. Related posts: Adding an Accounts Payable Vendor Adding an Accounts Payable Invoice...
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