Commercial Business Systems
26Apr/21Off

DRM/CSV Report Access Feature

The next CAMS-ii update (tentatively set for mid-May) includes a new feature that allows the export of many on-demand and auto-batch DRM reports in a CSV file format.

This feature provides an easy, convenient, and effective way to import and export CAMS-ii report data, information that was previously available only in a PDF format.

The following reports are available:

  • BRANCH TRANSACTION REGISTER
  • CHECK RECONCILIATION
  • CREATE PROJECT ZIP CODE EXPORT FILES
  • DELINQUENCY
  • DORMANT ACCOUNTS/MEMBERS REPORT
  • FIXED ASSETS LISTING
  • GENERAL LEDGER FINANCIAL STATEMENT (Print Balance Sheet)
  • GENERAL LEDGER FINANCIAL STATEMENT (Print Profit & Loss)
  • GENERAL LEDGER FINANCIAL REPORT (Print Balance Sheet)
  • GENERAL LEDGER FINANCIAL REPORT (Print Profit & Loss)
  • GENERAL LEDGER TRIAL BALANCE
  • LOAN ANALYSIS (By Interest Rate)
  • LOAN ANALYSIS (By Loan Officer)
  • LOAN ANALYSIS (By Type of Loan)
  • LOAN ANALYSIS (Interest By Type)
  • LOAN ANALYSIS (Interest By Rate)
  • LOAN ANALYSIS - WEIGHTED INTEREST
  • NEW ACCOUNTS REPORT
  • S/D DRAFT-ID XREF REPORT
  • TELLER TRANSACTION SUMMARY BY MONTH

If you want to access this feature, please contact CBS Sales via the CTT.

15Feb/21Off

EFT Conversions and Third-Party Projects

The EFT Industry has experienced significant changes in recent years that have impacted our customers and CBS.

If you are considering a new EFT processor or any other new vendor relationship, please contact CBS via the CTT, so that we can assist you with this process.

Please notify us as soon as possible regarding projects including, but not limited to:

  • EFT Vendor Conversion Projects
  • Mass Reissue Projects
  • EMV and Contactless Card Projects
  • Instant Issue Projects and Mandates

Our Sales department can help you with important information regarding the vendors and the interfaces that are supported by CAMS-ii, which will help you make an informed decision. It can also facilitate the desired scheduling and a successful implementation of these projects for your Credit Union.