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  • Performing Loan Adjustments from Basic to Complex (November 21, 2017)

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

    This webinar will take you through the oftentimes confusing and complicated process of performing loan adjustments.  Starting with a simple loan adjustment, you will learn the process involved to complete an adjustment.  After attending this session, you’ll be able to:

    • Perform loan adjustments, both manual adjustments and using Loan Recast
    • Make manual adjustments on 360-day interest mortgages
    • Perform the file-maintenance required to successfully complete an adjustment
  • 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.

  • Same-Day ACH Origination (November 28, 2017)

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

    On September 15, 2017, the Federal Reserve began processing same-day processing of virtually any ACH debit.  Join us as we provide an overview of ACH Origination and walk through the changes brought about by this new ruling and what it means for you and your members.  Learn about:

    • Changes to same-day ACH
    • Behind-the-scenes options for job setup
    • Utilizing ACH Origination groups
    • Reviewing the Origination reports
  • 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!
  • Shared Branching Integration with Episys (December 14, 2017)

    LEVEL:  Beginner/Refresher
    CATEGORY:  Technology Services
    DURATION: 1h 11m
    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    This webinar focuses on recent changes to Shared Branching procedures in Episys and provides an overview of the different types of transactions that can be performed.  Whether it’s voiding a transaction, correcting a loan payment, or overcoming a balancing challenge, you’ll find the answers you’re looking for in this webinar.  Learn about:

    • Changes to Shared Branching procedures within Episys
    • Shared Branching corrections/reversals/voids
    • Reports used in Shared Branching
    • Balancing procedures (keeping the Tran code string simple)
    • Correcting Shared Branching loan payments
  • 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.
  • Subaccounts, Overheads, and Distributions (October 17, 2017)

    LEVEL:  Advanced
    CATEGORY:  Technology Services
    DURATION:  1h 15m

    COST:  $119 (no cost to subscribing credit unions; please log in)
    CONTACT:  LearningCenter@synergentcorp.com

    Looking to expand your knowledge on subaccounts?  Do you know how to allocate funds in an overhead GL to several other GLs?  In this webinar, we’ll take an in-depth look into accrual and allocation postings.  Join us and learn how to:

    • Update current subaccounts
    • Create subaccount types other than fixed assets and prepaids
    • Build an overhead GL and prepare distribution tables
    • Run jobs and learn which reports are available
  • 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 Episys Help Files and Letter Files (October 24, 2017)

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

    Learn how to take advantage of Episys Help files and Letter files to increase your credit union’s efficiency.  Did you know that you can easily create a custom Help file for most Episys fields so that you always have valid values and other information at your fingertips?  Do you know how Letter files are used in conjunction with other Episys functionality?  Attend this webinar and learn all this and more:

    • Locate specific Help files and Letter files
    • Create and update these files
    • Access Letter files in Teller Transactions
    • Use Letter files to update messages in various areas of Episys
  • 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.

    Please contact LearningCenter@synergentcorp.com
    to receive the link to this webinar.

  • 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