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Credit Union Financial Information System (CUFIS)

by Pacific Business Services, Inc.
  • App Type:

    On-premises Application
  • Business Need:

    Accounting, Tax Management
  • Works With:

    Microsoft Windows Server 2003 Family, Microsoft Windows Server, Prior Versions, Microsoft Windows Terminals (Windows Terminal Services), Microsoft Windows... (more)
  • Industry Focus:

    Financial Services

Application Description

A Credit Union package designed for the smaller institution. Easy to use and full featured. Desktop or Server-based system.

Flexible Solutions: A simple, yet comprehensive truly open solution, allowing you to integrate other applications you choose.

Limit Your Cost of Growth: our application allows you to grow from a small desktop computer to a larger server-based system depending on your needs with a minimal impact.

Easy to Use: user friendly with menus to make all your program selections easy, and our friendly staff is always readily available to support you.

Savings & Share Draft Accounting:
- Unlimited number of savings
- Several dividend methods
- Savings, Checks, Regular, Club, Certificates, IRA's
- Saving transaction history
- Automatic payroll deposits
- Overdraft and notices program
- Cross account pledge reduction
- Check and Receipt printing

Loan Accounting:
- Unlimited number of loans
- Split Rate interest rates
- Closed, Open-end and Variable
- Late charges
- Credit Bureau reporting
- Loan transaction history
- Flexible delinquency notice formats
- Payoff calculations
- Check printing

General Ledger:
- Comparative Income Statement
- Financial Statement
- Daily Integration to GL
- Flexible account numbering
- Branch office account
- Expense Proration
- Full Integration

Reporting:
- Saving or loan Inquiry reporting
- Audit trail reporting
- Label printing subsystem
- A complete set of reports for Daily. Weekly, Monthly and Quarterly
- On-line teller balancing
- OFAC reporting

Optional Features and Services:
- Pre-installation and network design, installation and support
- Statement & newsletter printing with dynamic graphics, inserting, mailing
- IS&T review and remediation assistance
- Assistance with Tech Plans, security, disaster recovery testing TECHNOLOGY
- Windows 2000 or 2003 Server based
- Desktop can be Windows XP Professional or Windows Vista Business

Credit Union Financial Information System (CUFIS) has not been reviewed by any customers.

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The views and opinions submitted and expressed here are not those of Microsoft.