Statement Configuration Change Request

Free!

Looking to make changes to your current Statement Format? Input a request to work with our Client Services and Education team to configure controls for how your credit union’s monthly and/or quarterly member statement files produce statements based on the configurations. The configured settings control how the statement file is created, regardless of who actually prints your statements.

  • Date Format: MM slash DD slash YYYY

Overview

Online credit unions are not able to access the configuration screen except in a view-only mode. If you would like any of these settings to be changed for your credit union, contact a CU*BASE Client Service Representative. Self-processing credit unions should also consult a Client Service Representative for advice before making changes to these settings. Remember that some features used in a service bureau environment are not appropriate in the in-house environment. Also, some changes may require that you communicate with your statement print vendor (whether or not you use Sage Direct to print your statements).

Next Steps

Once a request has been submitted, a Client Service and Education team member will follow up with you to discuss the process further.

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