CompuShare 5.0 offers many features currently not available in our 4.07 version. If you are a 4.07 user, here are some features and highlights of our 5.0 system that may interest you in upgrading 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 Graphical User Interface (GUI). CompuShare now has full mouse and key level support for Windows. Toolbar buttons (visual cues) and pull down menus are incorporated throughout the system. Hence, navigation from program to program is quicker and more intuitive. With many credit unions changing their core system to MS-Windows, we have concentrated on keeping compatibility between the old and new systems very high.

This includes business logic and work flow. CompuShare has maintained its central menu system, so staff will be able to easily navigate to desired programs.

Compatibility

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

New Technologies

Many peripherals (especially printers) are designed with USB interface. Only our new Windows System can truly support these devices.

Increasingly, credit unions desired to offer services in larger geographical areas. With margins narrowing, credit unions needed to deliver branches at lower cost. CompuSource has responded by incorporating new technologies such as Terminal Services along with Internet/VPN for more cost effective remote delivery of member services.

Multi-Tasking

Multiple programs can be operating at the same time. Instead of loading and unloading one program at a time, multiple programs can be in operation ready to perform your requested task.

Conversion

Only CompuSource will convert your entire member database. All history, your credit unions' most valuable asset, will be preserved and tightly integrated into the entire system.

Experience

Over 130 credit unions are operating on the new CompuShare 5.0 for Windows core processing system.

Audit Trail

More details regarding fees, insurance, and interest are included. This detail will speed up balancing and reconciliation of accounts.

Backup - Path

You can browse and select any folder for backup on one convenient screen.

Branch Office Support

The ability to install and run CompuShare programs locally at your branch office can significantly speed processing.

Caps Lock

Caps Lock is not required. Member information will not seemingly get lost due to upper and lower case sensitivity. Field edits will be easier and less dependant on the user.

Charged Off Accounts

You will now have the ability to charge off Share or Draft Accounts that have a negative balance. Once they are charged off, you will still have the ability to collect the accounts and apply money towards the negative balances.

Check Register

The ability to add voided checks to the register has been added. This will assist you when tracking checks issued by your credit union.

Check Signature

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

Club Accounts

New feature will automatically transfer funds to member draft account.

Daily Batch Posting

The Daily Batch program is designed for automated transactions that are set to post at a recurring frequency. This frequency could be weekly, monthly, annually, etc. If a member asks to have money transferred from shares to clubs on the 3rd of every month, this is the program to utilize. Automatic transfers can be set to run every morning, further automating this process.

Field Editing

Standard Windows data entry model applies. For flexible, intuitive and quicker access to field level edits.

General Ledger Inquiry

Direct access between transaction and ledger detail. No menu is required.

General Ledger Grid Entry

Quick standard access to all entries simplifies transaction edits.

Help System

Context sensitive help is available throughout the CompuShare System. We have tutorials for certain programs available on our website. We are regularly adding to the tutorial list on the site.

Inquiry: Audit Trail

Fast lookup of supporting transaction detail. Displays underlying debit and credit data including checks for member accounts.

Inquiry: Co-maker

Displays all loan dependencies.

Inquiry: Copy Address

The Inquiry program provides the ability to paste member information into other programs. Generally, this is used for letters to members.

Inquiry: Display

Forward and downward scrolling provides more precise presentation of transactions. This eliminates extra keystrokes (tab key) to view all the detail.

Inquiry: Menu

Quick navigation to many related programs. Programs include Audit Trail Search Report, Quick Amortization, and Batch Process Maintenance. Menu shortcuts are available for Photo ID, Batch Process Inquiry, clipboard for copying member information, and hardcopy printing options.

Inquiry: Service Relation Display

Displays information regarding services this member is utilizing. It is used for a cross selling tool.

Inquiry: Transaction Display

Multiple sort orders enable different views of history.

Insurance Tables

Supports CUNA's latest member pay insurance products.

IQ Report Writer

Complete Windows based system with many refinements. Example: IQ can directly export data from CompuShare into MS Excel spreadsheets.

Job Stream

Extended support enables user defined IQ reports to become an integral part of mainstream reporting capabilities. You do not need to run IQ jobs separately.

Loan Application: Credit Score and Trade Debts

The loan application program can pull in debts and credit score from Web based reports.

Loans: Digital Signatures

To promote paperless operations, CUNA Loanliner forms can be electronically signed with a permanently binding signature to the document. Documents can be stored on a server in Adobe PDF format to ease storage and access requirements.

Loans: Insurance Reports

This feature has been added to allow the Credit Union to create a file and report that CUNA has requested for all loans that have either life or disability insurance.

Loans: Variable Rate Change

A change has been added to this program to allow for percentage increases or decreases across all loans in a particular type or range of types.

Master Menu

We maintain the same master menu for all programs access. Added new feature, shown on the left, to permit direct program access by program name.

Master Menu: Regulatory Menu

New sub-menu organizes mandated regulatory reporting. This is found in the Reports Menu section.

Member Maintenance

Single program access enables quick intuitive account selection for adding or editing member accounts. Significantly less steps to change account information.

NCUA 5300 Integration

This flexible program reduces or eliminates much of the manual data entry required for this report.

OTC Posting: Data Entry

Now you can edit or delete any cash or check entry. No need to start transaction over.

OTC Posting: Menu

The entire Alt+M menu is displayed on the toolbar menu for quick easy access. Eases program selection with visual prompts.

OTC Posting: Photo ID

Photo-ID is displayed on the initial screen with member information. This eliminates extra time-consuming screen changes.

OTC: Service Relation Display

Displays information regarding services this member is utilizing. It is used as a cross selling tool.

Posting: EFT processing

Streamlined process eliminates many steps and multiple programs.

Printing: Custom Setups

Override printer defaults for flexible and convenient output. This can be done for all tellers or a specific teller.

Real-Time Remote Member Access Suite

Simplify back office processing and provide your members with the most accurate balance information when and where they desire to access their funds. Works with ATM's, Debit Cards, Home Banking, and Shared Branching. Eliminates false balance information that can slow or block your members' access to funds. More information is available about this in our Software Solutions section of this website.

Receipt Truncation - Digital Signature

Your credit union can have members digitally sign receipts via a signature capture pad and pen. Electronic signature images are stored in a central database. Database access facilitates quick recall and can eliminate paper receipt storage, saving you time, space and money.

Reports

Reports can be instantly viewed in the program that executes them. Reports are automatically stored by month and are organized by multiple key information tags. The user will be prompted to view spooled report at the end of each report.

Report Viewer

View a complete report on screen. Navigate reports with minimal keystrokes. Fits individual viewing needs with magnification viewing options. This powerful utility can save time and materials by eliminating the need for paper reports.

Report Viewer: Printing

Print only the desired page or pages in the report over having to print the entire report.

Report Viewer: Search

Quickly find desired information on a report. This eliminates paper reporting and time consuming manual searching.

Safe Deposit Box

This module will track the inventory of the boxes that are occupied and as well as those that are available for rental. It also assists in the billing for box rental and payment processing for the rental of boxes.

Security

Automatic time-out feature closes all CompuShare open Windows.

Security: Backup

New 128-bit encryption for off site Zip backups.

Security: CTR

New type field in OTC documents (check, money order, and travelers check) instrument utilized in transaction. Helpful in CTR and AML reporting.

Security: OFAC Search

"Sounds like" or phonetic name search reduces spelling errors when conducting OFAC matches.

Security: PLC Report

Complies with new reporting requirements.

Source Documents

Checks, receipts, and notices can print on laser printers. Single sheet and blank 3 part forms can be utilized.

Spooled Reports

To ease information exchange, reports can be generated in multiple formats including a text file, an HTML file, and a spooled file.

Status Bar



On the bottom of every screen, the following items are displayed: the terminal number, user ID, effective date, posting date, printer information, and teller initials. Printer selection can be changed any time (except during Job Stream) by clicking on the description.

Transaction Maintenance

Completely revised screen displays eases the creation and editing of all transaction definitions. Quickly extend your system with new transaction creation tools.