Reasons to Upgrade to 5.0

Please review some reasons you may want to upgrade to 5.0.

CompuShare 5.0 is a true Windows Program

Users will be able to work more effectively because they only have to work with a single standard Graphic User Interface.

• Full mouse and keyboard support.
• Toolbar buttons and pull down menus incorporated throughout the system.
• Increased navigation that makes for easier and quicker access.
• Compatibility between operating systems increased, especially with newer operating systems.

Compatibility

• Microsoft is phasing out support for DOS.
• Support for printers, scanners, modems and network devices are slowly becoming unavailable.
• Transition to Windows will ensure the highest level of compatibility and the maximum system stability.

New Technologies

• Many peripherals are designed with a USB interface. Only our new Windows system can truly support these devices.
• Terminal Services and Internet/VPN services available for Credit Unions looking to provide branch services across a geographical area.
• Terminal Services and Internet/VPN services are more cost efficient.

Multi-Tasking

• Multiple programs can be operated at the same time.
• No loading and unloading programs just for access to common programs such as Inquiry and Over-the-Counter.

Conversion

• CompuSource will convert your entire member database.
• All history will be preserved and tightly integrated into the entire system.

Audit Trail

• More details regarding fees, insurance, and interest.
• Detail will speed up balancing and reconciliation of accounts.

Back up System

• Data backups are all integrated within CompuShare for easy backup and restore.
• Browse and select any folder for backing data up on one convenient screen.
• E-Vault service will provide an off-site storage that is safe and secure.

Branch Office Support

• Install and run CompuShare programs locally at your branch office.
• Increased speed of processing and accessing programs.

Charged Off Accounts

• Ability to charge off Share or Draft Accounts with a negative balance added.
• After charged off, user still able to collect the accounts and apply money towards the negative balances.

Check Register

• Ability to add voided checks to the register has been added.
• This will assist you when tracking checks issued by the Credit Union.

Check Signature

• New check signer software eliminates the need for a hardware check signer.
• Reduces automation costs.

Daily Batch Posting

• Automated transactions that are set up to post at a recurring frequency.
• Multiple accounts accessible for transaction posting.
• Multiple transactions codes permitted to occur.
• Transaction receipts and checks automated with this feature.
• Automatic transfers can be set to run every morning, furthering the automation of this process.

General Ledger Inquiry

• Direct access between ledger detail and transactions.
• No menu required.

General Ledger Grid Entry

• Quick standard access to all entries simplifies transaction edits.
• Works like a standard spreadsheet.

Help System

• Context sensitive help available throughout the CompuShare system.
• Tutorials for certain programs are available on our website on the Client Login page.
• Regularly adding new tutorials to the listing based on customers needs.

Account Inquiry - Enhanced

• Fast lookup for supporting transaction detail.
• Displays underlying debit and credit data including checks for member accounts.
• Displays all loan dependencies such as comakers and cosigners.
• Ability to copy member information from CompuShare into other programs such as Microsoft Word to assist with letters to members.
• Forward and downward scrolling provided more precise presentation of transactions.
• Eliminates extra keystrokes to view all the detail.
• Unlike 4.0, you will not need to press the tab key for more information.
• Quick navigation to related programs including Audit Trail Search Report, Quick Loan Amortization, Member Notes, and Batch Process Maintenance.
• Menu shortcuts available for Photo ID, Batch Process Inquiry, clipboard control to copy member information, and hardcopy printing options.
• One click toggles to show all accounts, open accounts only and closed accounts only.
• Advanced search screen for finding a member by different fields in their member file.
• Signature pad inquiry program to find transactions by signature.
• Multiple sort orders enable different views of transactions and transaction histories.
• Ability to find transaction by check number.
• Automated access to the Audit Trail Search Report.

IQ Report Writer

• Complete Windows based system with many refinements.
• IQ can directly export data from CompuShare into Microsoft Excel spreadsheets.

Job Stream

• Extended support enables user defined IQ reports to be an integrated part of the mainstream reporting capabilities.
• Windows Interface makes updating the Job Stream and reviewing programs more user friendly.

Loan Application

• Ability to pull in debts and credit score from web based reports.
• Integrated that navigates with keyboard and mouse input.
• Easy menu navigation for access to screen prints, amortization, debt radio calculation, check list and credit reports.
• Home Equity Loan Applications integrated in main Loan Application program. No more separate programs for each loan application type.

Loans - Digital Signature

• To promote a paperless operations, CUNA Loanliner forms can be electronically signed with a permanently binding signature.
• Documents can be stored to the server in Adobe PDF format for easy storage and access.
• Easy to use form allows for easy viewing and printing of loan documents in this format.

Loans - Insurance Reports

• Allows Credit Unions to create a file and a report that CUNA has requested for all loans with life or disability insurance.

Master Menu

• Same menu setup from 4.0 for ease in the transition.
• Toolbar shortcuts to programs including Over-the-Counter, Account Inquiry, Spooled Reports, and Loan Amortization.
• Message system on the toolbar for sending messages to different users.
• Ability to search for application by program name.

Member Maintenance

• Single program access enables quick intuitive selecting for adding and editing member accounts.
• Simply print screens that allow to print a text version of member information.
• Less steps to change account information.

NCUA 5300 Call Report Integration

• Flexible program reduces and eliminates manual data entry required in the 5300 Call Report.
• Quarterly updates that automate changes with the 5300 Call Report in CompuShare.
• Quarter End Reports automatically create files needed for 5300 Call Report.

OTC Posting

• Edit and delete any cash or check entry without restarting transaction.
• The entire Alt+M menu from 4.0 is now displayed on the toolbar.
• Photo-ID displayed on initial screen with member information.
• Services such as Courtesy Pay, Home Banking, VRU, Stop Pay are displayed on the initial screen for easy viewing and cross-selling.
• Programs integrated in Over-the-Counter include Member Notes, Loan Applications, OFAC, Account Inquiry, Cash Drawer Routines, etc.

Posting EFT Processing

• Streamlined process eliminates many steps and multiple programs.
• Reports are connected with each other for easy reporting.
• All transmission processing programs are integrated with Verification, Exception Reports, NSF Reports and posting routines.

Printing - Custom Setups

• Default printers can be overridden to a specific printer for specific programs.
• The override can be specific to user.

Real Time Remote Member Access Suite

• Provides members with the most accurate balance information when and wherever they desire to access their funds.
• Works with ATMs, Debit Cards, Home Banking, and Shared Branching.
• Eliminates false balance information that can slow or block your members access to funds.

Receipt Truncation - Digital Signature

• Members can digitally sign receipts via a signature pad and pen.
• Signatures are stored in a central database for quick recall and backup.
• Eliminates paper receipt storage, time, space and money.

Reports

• Instantly viewed in the program that executes them.
• Stored by month and are organized by multiple key information tags.
• Prompted to view spooled reports at the end of each report.

Report Viewer

• View a complete report on screen.
• Navigate reports with minimal keystrokes.
• Use mouse wheel to view pages without keyboard intervention.
• Fits individual viewing and can be magnified to higher resolutions.
• Ability to find a specific item within the report.
• Ability to print a specific page or page range with ease.
• Eliminates paper reporting and time consuming manual searches.

Safe Deposit Box

• Tracks inventory of safe deposit boxes that are occupied and available.
• Billing for box rental and payment processing included.

Security

• Automatic time-out feature closes all CompuShare programs and requires the user to login for regain access.
• New 128 bit encryption for off site Zip Backups.
• New type field in OTC documents (checks, money orders, travelers check) instrument utilized in transaction. Helpful for CTR and AML Reporting.
• OFAC Searching now has a "Sounds Like" option to reduce spelling errors when conducting OFAC matches.
• PLC Report complies with new reporting requirements.

Source Documents

• Checks, receipts, notices can print on laser printers.
• Single sheet and blank 3 part forms can be utilized.
• Signatures can be automated onto the forms.

Spooled Reports

• To ease information exchange, reports can be generated in multiple formats including a normal spooled report, a printed report and an HTML report.
• Reports can be converted from a normal spooled report to a text file after created.
• Reports can be copied to a different location on the hard drive.
• User can print or delete individual or a range of reports with few keystrokes.
• Zip backups of Spooled Reports can be created.

Status Bar

• Programs list the following on the bottom of each program: Terminal Number, User ID, Effective Date, Posting Date, Printer Information, and Teller Initials.
• Printer selection can be modified by clicking the printer name on the status bar (Alt + O in 4.)
• Programs that do not print reports do not have printer selection option.

Transaction Maintenance

• Revised screen displays the creation and editing of transaction definitions.
• Quickly extend your system with new transaction creation tools.

To see this all in action, please request a demo today.

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