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  • 10 Things You Might Not Know About Episys (December 8, 2016)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 13m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Episys is such a large and complex system, even seasoned credit union professionals can’t know it all.  Do you know what the Work a Report icon does, or that you can use an on-demand specfile to present your file-maintenance history as an HTML display?  Join us as we provide an overview of the following features and then show them in action:

    1. Advanced Account Search
    2. FM History to HTML
    3. Collection Summary
    4. HTML View/Create Collection Notes
    5. Work a Report icon
    6. Reports to HTML
    7. eSnapshot
    8. CU Documents & CU Websites
    9. Transaction & Available History
    10. Thermal Mini Statements
  • Account Close Workflow (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 26m
    COST:  $75 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Account Close Workflow job aid, which is located in the “Job Aids” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the job aid and follow along with the recording.

    In this webinar you will learn about:

    • Launching the Account Close Workflow
    • Closing individual products
    • Closing the account
  • Accounts Payable and Check Manager (June 28, 2017)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION: 1h 19m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Need to brush up your skills on Accounts Payable and Check Manager? During this training you will learn how to:

    • Create, revise, and delete a vendor and invoice
    • Create distribution tables to separate invoices among various GLs
    • Generate anticipated and posted reports
    • Create Wycom and batch laser checks through Check Manager and Print Control
  • ACH Exceptions in Episys (December 20, 2016)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 10m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    View this recording today and never again wonder why your member’s deposit didn’t go to the correct account, or which ACH reports you need to review and how often.  You’ll learn all about:

    • Returning reclamations
    • Posting ACH GL items automatically
    • How Lookup and EFT records work
    • How the ACHGLTABLE Letter file works
    • The ACH reports you should be reviewing daily
    • How Episys handles DNE notifications
  • ACH Origination in Episys (October 13, 2016)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 3m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Are you utilizing the full functionality of ACH Origination in Episys?  Are you familiar with all the options at your fingertips?  Are you sometimes challenged when origination item amounts differ monthly, causing you to go into each account to update?  Join us to  learn all about:

    • Behind-the-scenes options for job setup
    • Utilizing ACH Origination groups
    • Reviewing the Origination reports
  • ACH Processing (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 0m
    COST:  $150 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the ACH Processing training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • ACH reports
    • Processing your ACH exceptions
    • Creating lookups for repeat exceptions
    • Creating a Notice of Change (NOC)
    • Working with EFT transfers
  • Adding Efficiency to Account, Share, and Loan Record Fields (June 28, 2016)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 16m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Start with the basics of the most frequently used fields in your Account, Share, and Loan records, and pick up some smart time-saving tips along the way.

    • Increase your productivity by knowing exactly what each field is expecting as a value.
    • Help other staff in your credit union by learning how to set up and maintain Help files to drive the needed values into these fields.
    • Take the drudgery out of excessive searching when updating frequently used fields by defining and modifying efficient screen definitions that speed the process along.

    Think of the time you’ll save by customizing your screens. and never again waste valuable effort searching through screens filled with fields you don’t need on a daily basis.  Even experienced CU professionals will learn new efficiencies by attending this training webinar.

  • Adjustments (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 19m
    COST:  $150 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Adjustments training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • The difference between adjustments and voids
    • Adjustment transaction codes
    • Performing adjustments
    • Performing recasts
    • Performing other types of adjustments
  • Advanced General Ledger (August 29, 2016)

    LEVEL:  Advanced
    CATEGORY:  Technology Services
    DURATION:  1h 12m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Do you still manage your fixed assets and prepaids outside of Episys?  Are you looking for an easy way to post GL entries via Excel?  Register for this webinar and learn how to maximize your GL efforts.  After viewing this session, you’ll be able to:

    • Post GL entries using Excel
    • Upload a set of subaccounts in a GL
    • Run fixed-asset and prepaid depreciation jobs
    • Review the GL Accrual Posting Journal and exception reports
  • Advanced Loan Adjustments in Episys (November 22, 2016)

    LEVEL:  Advanced
    CATEGORY:  Technology Services
    DURATION:  1h 20m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Performing a loan adjustment in Episys can vary from being a straightforward transaction to a very complex one.  This session takes a close look at these more involved scenarios and the steps to take to tackle these situations.  After attending this session, you will be able to:

    • Adjust payments on a 360-day interest loan
    • Correct transactions on a line-of-credit loan after an advance
    • Perform a loan adjustment when the cost for Life and Disability has been added to the loan
  • All About Episys Reports: Core, EasyWriter, and PointAccess (July 29, 2016)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 21m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Dive into the world of reports and learn the similarities and differences in the three types of reports available in Episys.  Join us as we delve into Core Episys reports–their frequency, customization possibilities, and locations in the Synergy cabinets.  Discover the power of ad-hoc EasyWriter reports and how they can be exported.  Learn the ins and outs of  PointAccess reports and how to create the raw data files.  You won’t want to miss this informative webinar!

  • Application Workflow: Setup and Customization (April 13, 2017)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 21m
    COST:  $150 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Workflows can become cluttered over time with workflow events that are no longer being used.  Would you like to learn how to customize your workflows to streamline your processes?  Join us and learn how to:

    • Modify and build application workflow events that are right for you
    • Customize application workflows that can be used outside of the LAW and/or ELA
    • Build screen definitions to define your creation and revision screens
    • Recognize defaults and parameters that affect application processing
  • ATM Teller: Using the ATM Teller ID (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 32m
    COST:  $75 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the ATM Teller: Using the ATM Teller ID training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Replenishing the ATM
    • Performing ATM transactions
  • ATM Teller: Using Your Own Teller ID (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 28m
    COST:  $75 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the ATM Teller: Using Your Own Teller ID training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Replenishing the ATM
    • Processing ATM transactions
  • ATM/Debit Card Ordering & Maintenance (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 44m
    COST:  $75 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the ATM/Debit Card Ordering & Maintenance training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Issuing and capturing cards
    • Maintaining cards
    • Working with reports
    • Performing ATM Dialog inquiries
  • Best Practices for Front-Line Staff (June 15, 2017)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 17m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Maximizing the efficiency of your front-line staff when using Episys goes a long way toward meeting member expectations.  When you can bring up an SSN Profile for a member at a moment’s notice, or show a member a 360 view of his or her entire relationship with your credit union, that’s excellent member service.  During this webinar we’ll cover:

    • Using the Printer Format (PF) transaction code to reformat a printer after it has lost power and to change printing specifications
    • Setting printer options with the Set Options (OP) transaction code
    • Using the Item Control (IC) transaction code to quickly go to work areas such as Check Manager and Inventory Manager to perform needed transactions
    • Using the Work a Report icon to clean up reports, easily examine individual accounts included in a report, and perform transactions on the accounts
    • Taking advantage of the Cash Tracking option to ensure balanced transactions
    • Using the Address Change SymForm to achieve operational efficiencies, better member records, and streamlined solutions
    • Using the FM History to HTML specfile to display FM History on a specific locator number, share, loan, application, or account
  • CashConnect (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 27m
    COST:  $75 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the CashConnect training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Daily management of the cash dispenser/recycler
    • Basic troubleshooting tips
    • Setup of the CDM parameters
  • Collections (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 36m
    COST:  $75 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Collections training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Collection queues
    • Working an account
    • Charging off loan and share accounts
  • Customizing Your Episys Environment (February 17, 2016)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 10m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This webinar is all about setting up the Episys environment to meet your personal needs and customizing its many settings so that it works for you!

    • Master the User privileges necessary to set up and modify the Episys environment
    • Set up and format printer options to improve efficiency
    • Get the most out of View options for each functional area
    • Turn on and off core functionality to work smarter and faster
    • Gain speed and efficiency by managing your toolbars for your specific role
  • Dealer Reserve Accounting (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 20m
    COST:  $150 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Dealer Reserve Accounting training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Overview of the Dealer Reserve module
    • Setting up Dealer Reserve Accounting
    • Booking indirect loans in Episys
    • Performing Dealer Reserve processing
    • Remitting reserve funds
    • Posting payments through Accounts Payable
  • Defaults & Parameters (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 45m
    COST:  $150 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Defaults & Parameters training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Reviewing and updating default types
    • Managing and updating system-wide parameters
  • Document Control (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 56m
    COST:  $75 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Document Control training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Creating and revising Help files
    • Creating and revising Letter files
    • Printing options
    • Entering statement messages
  • Dormancy and Unclaimed Property in Episys (February 8, 2017)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 54m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Join us for this back-to-basics overview of dormancy and unclaimed properties in Episys.  After attending this session, you will walk away knowing:

    • What the flashing warnings mean in a member’s account, and which parameters you use to create them
    • All the permissions required to set up warnings
    • How to set up jobs associated with dormancy and unclaimed properties
    • Which reports to review and how often
    • How the tracking records for dormancy and unclaimed properties work
  • Draft Processing (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 40m
    COST:  $75 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the Draft Processing training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Working draft exceptions
    • Posting exception items manually
    • Creating lookups for repeat exceptions
  • EasyWriter Reports (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 32m
    COST:  $75 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This is a Core Curriculum recording and is based on the EasyWriter Reports training manual, which is located in the “Manuals” folder in the CUTRAC Knowledge Base.  For the best learning experience, we recommend that you print the manual and follow along with the recording.

    In this webinar you will learn about:

    • Using the Report Designer to create, modify, revise, and delete snapshot files
    • Create a data file
    • Download a report and a data file to Excel