The ability to view recordings on mobile devices is not currently supported by our webinar vendor. We are working with our vendor to bring you this functionality as soon as it becomes available.

  • 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
  • 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!

  • 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
  • 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
  • EasyWriter: Beyond the Member Record (August 18, 2015)

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

    Join us for this advanced EasyWriter course to move beyond the Member record.  Learn how to create EasyWriter reports using  GL files and ACH files as the target files.  Become familiar with the best way to export an EasyWriter report to Excel.

  • EasyWriter: Creating Specialized Reports (February 25, 2016)

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

    You know the basics.  Now become a pro!  Join us for this in-depth tutorial on creating specialized reports using EasyWriter in Episys.

    • Delve deeper into the available target files and use the Card record and ATM Dialog files to create customized reports from the ground up.
    • Modify criteria with ease.
    • Add comments to a specfile to highlight content or revisions.
    • Easily view, print, and delete a report.
    • Download a report into Excel to further maximize visual appeal.
  • EFTs, Distributions, and Transfers (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 4m
    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 EFTs, Distributions, and Transfers 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:

    • EFT records
    • EFT Distribution records
    • Share Transfer records
    • Loan Transfer records
    • Processing exception payrolls
    • Working with reports
  • Episys 2016.00 Release Highlights (September 16, 2016)

    LEVEL:  n/a
    CATEGORY:  Technology Services
    DURATION:  2h 4m
    COST:  FREE
    CONTACT:  LearningCenter@synergentcorp.com

    Join us for this FREE webinar that walks you through the enhancements contained in the new release, which is scheduled to be live on Monday, September 19.  Discover which enhancements will be most advantageous to you.  In addition to demonstrating the many enhanced features included in the release, we’ll also explain all the changes in existing functionality, provide step-by-step instructions to “turn on” those enhancements under your control, and list the information you’ll need to provide us with so that we can implement those enhancements under Synergent control.  You won’t want to miss this one!

  • Episys 2016.01 Release Highlights (January 6, 2017)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 48m
    COST:  Free
    CONTACT:  LearningCenter@synergentcorp.com

    Join us for this FREE webinar that walks you through the enhancements contained in the new release, which is scheduled to be live on Monday, January 9, 2017. Discover which enhancements will be most advantageous to you.  In addition to demonstrating the enhancements included in the release, we’ll also explain all the changes in existing functionality, provide step-by-step instructions to “turn on” those enhancements under your control, and list the information you’ll need to provide us with so that we can implement those enhancements under Synergent control.  You won’t want to miss this one!

  • Episys Fraud Tools (December 7, 2015)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 2m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Did you know that Episys provides valuable tools that can assist you in uncovering fraud?  Learn how to identify suspicious transactions and perform basic regulatory functions.  Understand the valuable BSA tools and reports available in Episys.  Want to know more about Red Flag and FinCEN options?  How about the ins and outs of OFAC searches and the associated reports?  Harness the power of Episys and learn all about the powerful fraud tools you have at your fingertips.

  • Episys Overview (November 24, 2015)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 23m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Sometimes what you need are the basics.  Maybe you have new staff starting who need an overview of basic functions within Account Manager and Teller Transactions.  Maybe you’re not hands-on in Episys every day and would like a refresher so that you’re more comfortable reviewing accounts and performing basic transactions.  Either way, this overview course provides the fundamental knowledge and skills you’ll need.  Want to know more about Hold records and the various Specfile inquiries that are available?  From navigating Account Manager, to understanding the structure and purpose of the Account Tree, to learning the specialized Transaction Codes used, this informative webinar should be your first stop.

  • Episys Parameters: From the Beginning (February 22, 2017)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 22m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Venturing into Episys Parameter Manager can be daunting, especially if you’re new to the system or haven’t worked on parameters in a while.  In this webinar, we’ll start from the beginning and provide an overview of the parameters for receipt printing, check and money order fee transactions, and miscellaneous parameters.  You’ll even learn how to add user-defined fields in Account, Share, Loan, Inventory, and Application records.  Register today … you won’t want to miss even a second of this fact-filled webinar!

  • Episys Security: Understanding Users, Groups, and Reports (May 29, 2015)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 35m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Are you looking to become more proficient in setting up user and user group privileges in Episys?  What about restricting user access and running reports?   This webinar will provide you with these skills and more to make you comfortable working with privileges.  We’ll be discussing the following topics:

    • How to set up and maintain user privileges and groups
    • How security privileges work (user/group/console)
    • How to restrict access to fields or functional areas
    • Using Episys security reports
  • Escrow (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 54m
    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 Escrow 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 an escrow share
    • Updating loan records with escrow information
    • Creating, revising, and deleting AP Vendor records
    • Performing Vendor record inquiries
    • Creating the escrow analysis
    • Creating loan escrow
    • Viewing the escrow summary
    • Processing escrow disbursements
    • Viewing escrow reports
    • Reviewing escrow analysis reporting
  • General Ledger: Balancing (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 48m
    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 General Ledger 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:

    • Performing institution daily balancing
    • Using GL clearing accounts
    • Close the GL in Episys
  • General Ledger: Basics (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 17m
    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 General Ledger 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:

    • GL Chart of Accounts
    • Inquiring into GL accounts
    • GL Translation Table
    • Running GL reports
  • General Ledger: Specialized Transactions (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 31m
    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 General Ledger 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 recording you will learn about:

    • Posting GL transactions in Teller Transactions and in GL Posting
    • Performing a GL Transaction History inquiry
    • Generating a GL Transaction Register
    • Performing Accounts Payable functions
    • Performing depreciations and accruals
  • Getting Started with Episys (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 58m
    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 Getting Started with Episys 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:

    • Episys basics:  Logging on, navigating functional areas
    • Overview of Account Manager:  Account tree, how to look up an account
    • Inquiring into accounts:  Transaction history, image retrieval, specfile inquiries
    • File-maintaining accounts: Warnings, comments, creating and revising Name records
  • Getting Started with Episys General Ledger (March 22, 2016)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 2m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    For those new to the Episys general ledger or for those who want to brush up on the fundamentals, this webinar is for you.  Master the basics of the Episys GL and get up to speed fast!

    • Learn about the GL Account record fields and how they are used.
    • Discover the many options available in the General Ledger functional area to increase your speed and accuracy.
    • Develop the skills to run and modify GL reports to get the information you need quickly and easily.
    • Master the important functions of the GL Posting Manager.
  • GL Balancing: Working Reports and Exceptions (December 15, 2015)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 0m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Are you confident in your understanding of daily general ledge balancing?  Do you struggle with which reports to use and how to work them?  Do you wish you had an easy guide to help you through your balancing activities?  Join us for this basic course on GL balancing and learn about the tools that will make your balancing efforts a breeze.  Learn how to use the Balancing Spreadsheet to increase your speed and efficiency.  Gain a deeper understanding of the posting and exception reports available for ACH, draft, ATM, Shared Branching, and Bill Pay.  Review how to work your GL exceptions.

  • Inventory Creation (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION: 0h 19m
    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 Inventory Creation 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:

    • Load inventory items with and without serial numbers
    • Maintain inventory items
      • Create, revise, and delete inventory records
      • Reassign inventory to a different branch

     

  • IRA Processing in Episys (May 22, 2015)

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

    This webinar takes you on a journey of IRA processing in Episys, from setting up IRAs, to performing transactions, to maintaining IRAs, and more.  Here are just a few of the topics that will be covered in this informative webinar:

    • Learning about IRA records and sub-records
    • Creating IRAs
    • Performing transactions on a tax-deferred share
    • Calculating RMDs and setting up automatic distributions
    • Performing IRA share distributions
  • IRAs and Other Tax-Deferred Shares (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 59m
    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 IRAs and Other Tax-Deferred Shares 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:

    • Performing IRA projections
    • Creating IRA shares, IRS records, and IRS Name records
    • Performing monetary transactions on tax-deferred shares
    • Setting up IRA required minimum distributions
    • Setting up IRA share distributions due to death
  • IRAs and Tax Reporting in Episys (March 7, 2017)

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

    IRA season will soon be upon us … what better time to increase your knowledge on IRA distributions and tax reporting in Episys?  See how IRA distributions work, learn the important steps in calculating RMDs, and discover how IRS distribution records can provide you with more flexibility and streamline your processes.  We will also review the important tax forms in Episys and show you how to:

    • Open new tax-deferred shares
    • Navigate the IRS record and learn all about the required fields
    • Calculate and set up automatic RMDs
  • IRAs: Distributions and Tax Reporting in Episys (March 10, 2016)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 15m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    IRA season will soon be upon us, making it the perfect time to increase your knowledge on IRA distributions and tax reporting in Episys.  Become confident in your understanding of how IRA distributions work, learn the important steps in calculating RMDs, discover how IRS distribution records can provide you with more flexibility and streamline your processes, and understand tax reporting in Episys.

  • iTalk Audio Response (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 42m
    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 iTalk Audio Response 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:

    • Setting up members on iTalk
    • Setting up cross-account access
    • Troubleshooting common problems
    • iTalk management
    • Adding and editing users
    • Adding and editing new products
    • Working with reports
  • Jwaala Ignite Digital Banking Essentials: User Guide (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 37m
    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 Jwaala Ignite Digital Banking: User Guide, 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:

    • Performing the registration process
    • Navigating the Accounts Summary screen
    • Navigating the Transactions screen
    • Setting up alerts
  • Jwaala Ignite Digital Banking: Administration (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 Jwaala Ignite Digital Banking: Administration 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:

    • Adding content to members’ screens
    • Maintaining the merchant list
    • Supporting the member
    • Episys functionality
  • Jwaala Ignite Digital Banking: User Guide (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 7m
    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 Jwaala Ignite Digital Banking: User Guide, 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:

    • Logging on and registering
    • Navigating the site
    • Viewing reports
    • Setting up custom alerts
    • Customizing your dashboard
  • Loan Adjustments in Episys (May 24, 2016)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 35m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Discover how effortless loan adjustments can be when you know the secrets!  See how easy it is to adjust loans both manually and using loan recast.  Learn how to file-maintain the necessary fields in the Loan record and be able to identify the before and after field value updates from the adjustment performed.  Enjoy the confidence that comes with knowing with certainty how to perform these sometimes tricky adjustments.

  • Loans: Account Manager (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 34m
    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 Loans: Account Manager 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:

    • Create and revise various loan records
    • Analyze fields and their functionality
    • Perform loan inquiries
    • Review balancing
  • Loans: Application Processing (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 3m
    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 Loans: Application 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:

    • Creating and working a loan application using the Loan Application Worksheet (LAW)
    • Entering the application
    • Reviewing the application
    • Performing the decisioning for the loan
    • Funding the loan
    • Resuming and revising a loan application
  • Loans: Enhanced Loan Application (ELA) (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 Loans: Enhanced Loan Application (ELA) 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 loan applications
    • Processing loan applications
    • Funding and disbursing loan transactions
  • Loans: Participation Lending (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 Loans: Participation Lending 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:

    • Setting up the GL for participation loans
    • Creating a Participation record
    • Creating a Participation Loan record
    • Creating a Vendor record
    • Creating a Participation record
    • Creating and funding agreements
  • Making Collections Work for You (October 14, 2015)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 30m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    The Episys Collection Package provides your credit union with an online, almost paperless, system that can be used for any type of collection situation.  The package automatically identifies delinquent loans, negative-balance shares, and overlimit line-of-credit loans, and then assigns them to collectors.  Join us in this fast-paced webinar to maximize your knowledge and skills in using the Collections functionality in Episys.  Learn how to organize your accounts in different scenarios by utilizing Collection queues, send letters to members and manage collection notes, and explore different ways to charge-off shares and loans and know what to do in the event of charging-off the wrong share.  By the end of this training, you will be seamlessly working accounts and effortlessly weaving between collection queues with ease!

  • Mastering Synergy Admin (August 13, 2015)

    LEVEL:  Advanced
    CATEGORY:  Technology Services
    DURATION:  1h 9m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Do you know the basics of working in Synergy Admin and are you looking to take it to the next level?  Join us for this advanced webinar that delves into user privileges, reviewing documents on a restricted account, and creating templates for reviewing reports within Synergy.  In this course, you will learn about useful tools for getting the most of your Synergy environment, including how to set up users to view specific documents, export reports in a particular format so that you can quickly search them for specific data, and more.  You’ll leave this session with the knowledge and skills needed to master your Synergy environment.

  • Mastering Transfers in Episys (March 23, 2017)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 46m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Let’s face it.  Transfers can be confusing.  How do they actually work?  How can you be sure you’re using the right kind of transfer in any given situation?  Join us for an overview of the inner workings of transfer transactions in Episys, including share transfers, loan transfers, off-cycle transfers, and EFT transfers.  After attending this session you will be able to:

    • Select the appropriate transfer record for each member situation
    • Set up Transfer records appropriately
    • Determine when a Transfer record will transfer the funds
    • Discuss how transfer-related jobs affect the behavior of each transfer type
  • Maximizing Episys User Security (November 8, 2016)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 27m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This webinar provides a deeper look into Episys user security and covers how to drill down to set up restrictions that address more than certain transactions.  Register for this webinar today and learn how to:

    • Restrict specific fields in Episys records
    • Restrict GL accounts
    • Create a report that monitors restricted-access fields
    • Set up user records to limit access to restricted accounts
  • Maximizing Synergy Efficiencies (May 12, 2016)

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

    Do you feel you know the Synergy functionality you use every day, but little else about its other features?  Do you feel like you’ve barely scratched the surface of all that Synergy has to offer and want to know it all?  If this sounds like you, this session can provide the help you’ve been looking for.

    • Work faster and smarter by harnessing the power of customizations available in Synergy to assist in your specific role.
    • Learn how to use World links to your advantage.
    • Build spreadsheet templates from the ground up.
    • Save time by learning how to define targeted searches using the “and” and “or” functions.
  • New Accounts: Using EMA (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 18m
    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 New Accounts (Enhanced Member Application) 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 a new account
    • Modifying an account
    • Creating mail-only records
    • Placing warnings
    • Closing and reopening accounts
    • Creating additional shares
    • Creating transfers
    • Creating holds
    • Creating notes and comments
  • New Accounts: Using the MAW (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 56m
    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 New Accounts (MAW) 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 a new account
    • Modifying an existing account
    • Maintaining accounts manually
    • Maintaining the MAW configuration file
  • Opening New Accounts with the MAW (September 21, 2016)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 29m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Whether you’re new to the Episys Account Opening process, or simply need a refresher course on how to process membership applications, this session is for you!  Join us as we walk through each aspect of Account Opening using the Member Application Workflow (MAW).  After attending this session, you will be able to:

    • Open an account using the Application Wizard and workflow
    • Create and revise name records using the MAW
    • Create new share accounts and IRS records
    • Create overdraft transfer records
  • PointAccess (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 14m
    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 PointAccess 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:

    • Installing the extract utility
    • Transferring the data from Episys
    • Creating queries and reports
    • Compacting and repairing the database
    • Table and field listing
  • Research Tools: Episys eDocs and CUTRAC (January 11, 2017)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 26m
    COST:  Free
    CONTACT:  LearningCenter@synergentcorp.com

    Knowledge is power, as they say, and the power is in your hands when you know your way around both Episys eDocs and CUTRAC.   Learn how topics are organized in eDocs, discover the secrets to performing quick searches, and see how easy it is to bookmark frequently searched topics.  In CUTRAC, you’ll learn how to submit and review tickets and use Web Conversations to convey essential information  in those tickets.  Did you know the CUTRAC Knowledge Base contains more than 500 training manuals, job aids, email communications, and more?  These are just a few of the topics we’ll cover in this overview webinar.

  • Shared Branching (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 1m
    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 Shared Branching 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:

    • Accessing Shared Branching
    • Verifying the guest member
    • Restricting member access
    • Performing transactions
    • Reversing transactions
    • Balancing
  • Shared Branching and Episys (April 7, 2016)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 43m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Join us for a review of Shared Branching policy and functionality to ensure that you’re up to date on the latest information and guidelines.

    • Learn about the latest enhancements to the Episys Shared Branching platform.
    • Be confident that your credit union complies fully with the current Shared Branching policies.
    • Identify and validate member accounts to avoid fraud.
    • Post transactions with ease, and reverse them when needed.
    • Differentiate between check deposit holds and know when you use which.
    • Learn the secrets to turning your credit union into a successful Shared Branching Mystery Shop!
  • Streamlining the Accounts Payable Workflow (June 16, 2016)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  0h 53m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Take your Accounts Payable process to the next level and save yourself time and effort by streamlining the AP workflow.

    • Add powerful efficiencies to the process of reviewing and processing invoices.
    • Discover the simple steps to organizing your AP process by using a separation of authorities.
    • Customize the AP workflow to its maximum potential to suit your needs.
    • Incorporate user restrictions to create defined roles in AP processing.
  • Synergy Accounts Payable Scanning (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 46m
    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 Synergy Accounts Payable Scanning 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:

    • Scanning, importing, and indexing invoices in Synergy Capture
    • Processing invoices in Episys
    • Accounts Payable parameters in Episys
  • Synergy Capture (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 Synergy Capture 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:

    • Signing on to Synergy Capture
    • Importing documents
    • Scanning documents
    • Indexing
    • Working with batch templates
    • Creating scan profiles
    • Setting Capture preferences
  • Synergy User Client (SynUC) (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 Synergy User Client (SynUC) 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:

    • Signing in to SynUC
    • Performing searches
    • Working with documents and reports
    • Opening documents
  • Synergy: Browser Access Client Administration (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 50m
    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 Synergy: Browser Access Client Administration 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:

    • Signing on to Synergy BAC
    • Assigning authorities and features
    • Setting up advanced search features
    • Working with newsletters and inserts
  • Teller Transactions: Balancing (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 46m
    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 Teller Transactions: Balancing 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:

    • Accessing and displaying Teller Totals
    • Using the Search feature
    • Using tape totals for balancing
    • Balancing tips
    • Balancing check outages
    • Balancing on-us transfer clearing GL
    • Balancing transfer clearing GL
  • Teller Transactions: Specialized Transactions (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 7m
    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 Teller Transactions: Specialized Transactions 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:

    • Transferring funds within and between accounts
    • Requesting and performing overrides
    • Performing GL transactions
    • Performing non-monetary transactions
    • Voiding transactions
    • Performing bulk transactions
    • Performing teller transactions with a cash dispensing machine (CDM)
  • Teller Transactions: Transaction Processing (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  2h 8m
    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 Teller Transactions: Transaction 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:

    • Reviewing the member profile screen
    • Using transaction codes
    • Processing share and loan transactions
    • Analyzing member transaction history
  • Transfers, Transfers, and More Transfers (September 10, 2015)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 36m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Are you sometimes confused by how transfers work, or which type of transfer to use and when?  Join us for an in-depth look at the inner workings of Share transfers, loan transfers, EFT transfers, and IRS transfers.  Discover how to determine the appropriate transfer record for the member’s situation, how to set up each transfer record appropriately, and know beyond a doubt when a transfer record will transfer the funds.

  • Understanding ACH in Episys (October 22, 2015)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 0m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Join us as we go back to basics with ACH processing.  Whether you are new to the credit union or would just like a quick refresher to brush up your knowledge and skills, this webinar is for you.  Learn how items post to an account, what options are available, and how items except-out.  We’ll touch on ACH reports, discuss how to read them, and explore the ACH Warehouse and Exceptions Item Manager.

  • Understanding Fees in Episys (April 19, 2016)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 8m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This webinar provides an overview of how fees are assessed and processed in Episys.  You’ll learn about the functionality of common fees such as NSF, Courtesy Pay, and Late Charge fees.  Become a pro at troubleshooting the assessment of fees, reading member history to determine which type of fee was assessed, and knowing when to use the FE tran code as opposed to the GL tran code to post a fee.  You won’t want to miss this important webinar.

  • User Privileges (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 3m
    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 User Privileges 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:

    • Setting up and maintaining user privileges
    • Restricted user privileges
  • Using Fiserv and Episys Reports to Balance Your ATM Clearing Account (April 23, 2015)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 4m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Have you ever struggled to find an amount that was unaccounted for in your GL?  In this webinar—offered jointly by Synergent Payment Services and Technology Services—you will learn all the steps involved in balancing your ATM Clearing Account using both Episys and Fiserv reports.  Join us and learn how to:

    • Research a mismatch
    • View and work with balancing reports in Episys and CWSi
    • Take advantage of the Excel balancing spreadsheet

    NOTE: This webinar is intended for credit unions that  use both Synergent Technology Services and Payment Services.

  • Vault Teller (Core Curriculum)

    CORE CURRICULUM
    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  0h 22m
    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 Vault Teller 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:

    • Buying and selling cash
    • Balancing
  • Working with the Episys Collections Package (January 26, 2017)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 22m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    The Episys Collection Package provides your credit union with an almost paperless system that can be used for many types of collection situations. This module organizes different collection items like delinquent loans, and negative-balance shares into collection queues which help prioritize your day. Join us in this fast-paced webinar to increase your skills and knowledge in using the Collections Package in Episys. After attending this session you will be able to:

    • Organize your accounts in different scenarios by utilizing Collection queues
    • Send letters to members and manage collection notes,
    • Review how to charge-off shares and loans