CAMS-ii Release Version 5.5.7
On Tuesday May 21, 2024 your CAMS-ii server will be updated with a new CAMS-ii Release, version 5.5.7
We have provided a release notice and several webinars.,
Click here to view and print the CAMS-ii Version 5.5.7 Release Notice.
IMPORTANT: If you cannot access the webinars from Edge, we recommend using Google's Chrome browser.
To view the webinar in the Chrome browser:
1. Open the Chrome browser.
2. Log in to Google Drive.
3. Copy and paste the following web address into the Chrome browser address section.
To get the best video quality we suggest you watch the videos in full screen.
Webinars:
- Back Office (30:58 mins): https://drive.google.com/file/d/1P7Z3NHf3JbatuHWQhvkMuu4Edkk-3WWl/view?usp=drive_link
- Back Office-Teller Security (9:35 mins): https://drive.google.com/file/d/1b2IK1u6JvCg_Shs6CCtL6F0Mv2BuIkDI/view?usp=drive_link
- General Ledger (7:07 mins): https://drive.google.com/file/d/1bdUwwYDJLINw9wNoNwELJnYG2DmGJwxn/view?usp=drive_link
- Internet Branching (5:58 mins): https://drive.google.com/file/d/19_NaoP_gxQ1UESvPpEgZH32aQIw3VpXt/view?usp=drive_link
- Loans (18:32 mins): https://drive.google.com/file/d/1WAD4MLWFITsP9lQwruJJ1Q-AEePO0FRt/view?usp=drive_link
- Loans-Credit Cards (In-House) (24:47 mins): https://drive.google.com/file/d/1hbQchDvCF09DO57xGoLleIJbXWorFf7l/view?usp=sharing
- Teller & Member Services (14:54 mins): https://drive.google.com/file/d/1pcV5nATSfwHbSwXwxFm-yvS-AmHjz36P/view?usp=drive_link
If you have any questions regarding the contents of this post, please contact CBS Support using our ticketing system (CTT).
2023 Year-End Road Map
Use this road map to guide your end-of-year processing: IRS Forms Processing and Reporting, General Ledger Closing, and other Year-End tasks.
First, we strongly recommend that you print and read the four attachments to this posting.
1. Click here for the IRS Forms Letter for 2023.
2. Click here for the IRS Electronic Filing Transmittal Sheet for 2023.
3. Click here for the CAMS-ii Year-End Checklist.
4. Click here for the After Year-End IRS Tax Forms Checklist.
This road map is divided into two sections: Before Year-End Processing and After Year-End Processing.
Before Year-End Processing
+ Fill out the IRS Electronic Filing Transmittal Sheet.
+ Return the IRS Electronic Filing Transmittal Sheet to CBS per the instructions on the sheet.
+ Complete steps 2 through 12 on the Before Year-End Checklist section of the Year-End Checklist by December 15th.
+ On December 29th/30th/31st, review the reports again that are mentioned in the Before Year-End Checklist section of the Year-End Checklist.
After Year-End Processing
+ Review/Change the IRA/HSA settings under Back Office > Standard > Parameters > Control-IRAs/Control-Health Savings. (See the After Year-End IRA/HSA Checklist section of the Year-End Checklist for more details.)
+ Complete the After Year-End Closing the General Ledger section of the Year-End Checklist.
+ Complete the After Year-End IRS Tax Forms Checklist.
+ Before 1/15/2024, if your CU has any 1099-NEC forms, create the IRS Electronic Files for CBS (See the How To Export the IRS Tax Data Files to CBS Services section on page 5 of the IRS Electronic Filing Transmittal Sheet).
+ After 2/15/2024, create IRS Electronic File for CBS for all other IRS forms (See the How To Export the IRS Tax Data files to CBS Services on page 5 of the IRS Electronic Filing Transmittal Sheet).
Please submit any questions regarding this road map and/or its attachments to the CBS support via our ticketing system (CTT).