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  • 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.
  • EasyWriter: Taking It to the Next Level (April 6, 2017)

    LEVEL:  Intermediate
    CATEGORY:  Technology Services
    DURATION:  1h 38m
    COST:  $150 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Are you comfortable with the basics and are now ready to take your EasyWriter skills to the next level? Join us for this fast-paced webinar and learn all about:

    • Targeting different functional areas
    • Automating EasyWriter reports
    • Running reports with on-demand data
    • Revising target fields when writing a report
    • Consolidating two reports into one
  • 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 2017.00 Release Highlights (September 15, 2017)

    LEVEL:  n/a
    CATEGORY:  Technology Services
    DURATION: 51m
    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 18.  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 2017.01 Release Highlights (January 5, 2018)

    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 8.  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 Core Reports (January 25, 2018)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION: 1h 28m
    COST:  $119 (no cost to credit unions with an Education Subscription; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Confused by the sheer magnitude of all the Episys core reports?  How do you keep track of all the various reports and know which ones are generated automatically and which you can run manually on demand?  Join us for a crash course on the core reports provided by Episys.  Whether you’re new to the system or an experienced user, this webinar provides you with what you need to know about the available reports, when they are created, how to use them, and how they are generated.  In this webinar, you will learn:

    • Which reports are available in Print Control and how long they are available
    • Which reports can be run manually
    • How to search within a report, print it, and export it to Microsoft Excel®
    • How “Work a Report”  functions in Teller Transactions
  • 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 User Security (August 15, 2017)

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

    Are you aware of all the features and benefits Episys user security has to offer? If you’re not using Security Group privileges and want to start, this is the course for you!  In this introductory session, you will learn all about how to:

    • Set up restrictions for user accounts
    • Restrict users from editing certain fields
    • Restrict users from accessing reports
    • Create Security Groups and assign groups to users
  • 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
  • Exploring the Loan Record (February 8, 2018)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION:  1h 38m
    COST:  $119 (no cost with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    With over 550 fields, the Episys Loan record can feel overwhelming at times.  Join us for this in-depth webinar as we cover the use and purpose of some of the more complex fields, including fields related to FASB 91, the Payment Application Method, and Payment Buckets.  We will also review a few loan sub-records and wrap up with a look at the interest index rate parameters.  After attending this session, you’ll be able to:

    • Understand the use of the more complex Loan record fields
    • Add additional sub-records when needed
    • Use the Loan User Field Names parameter to add custom fields to the Loan record
    • Update and maintain interest index rate changes
  • 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.

  • Information Security: Protecting What’s Important (February 22, 2018)

    LEVEL:  Advanced
    CATEGORY:  Technology Services
    DURATION: 1h 27m
    COST:  $119 (no cost with Education Subscription)
    CONTACT:  LearningCenter@synergentcorp.com

    As technology advances and new services are offered to members, the challenges of protecting information are ever changing.  Join us for a discussion on everyday security threats in the financial workplace with our guest speaker Mike Smith, Synergent’s Information Security Officer.  In this session, you will learn about:

    • Social engineering and identity theft
    • Red flags, kiting, and phishing attempts and how not to fall victim to them
    • How Episys can help to protect member information
    • Episys reports that can help you identify fraudulent activity at the institution level
  • 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