What's New

Keep track of the latest core software releases in one convenient place. Review new features, enhancements, and important updates to see what's changed and how it may impact your organization.

Minor Release Notes

Release Date:

August 13, 2026

Release Type:

Minor Release

Release PDF:

There are no release notes for this release.

This release contained back-end projects, fixes, and adjustments

August 4, 2026

New Dividend Application Configuration Dashboard and Analysis

Project Number: 64051

This release adds a front-end dashboard to the Dividend Application Configuration tool accessed by Tool #777 so that it is easier for your credit union to review and organize the various types of savings and checking products you have configured. It now includes helpful search features and heading sorts. It also allows you to toggle to view only active, only suspended, or all dividend applications. This dashboard is also available via the view only Tool #963.

Once you sort to show only active or only suspended dividend applications, you will see an Account Analysis. By clicking that you can view a secondary dashboard listing the total number and total account balance of active accounts by these dividend applications. (This secondary dashboard is only available via Tool #777.)

Enhancements to Wire Tracking Screen

Project Number: 66989

Thank you to Tahquamenon Area Credit Union and U.P State Credit Union for your Idea forms.

When viewing or changing a wire transfer record from Tool #981 Wire Transfer Tracking, you will now see the address information display in the top section of screen. Additionally, helpful section headers have been added.

Last Ten Lookup and Sorts Added to Tool #159 Audit CU File Maintenance

Project Number: 66876

We have added the last ten accounts lookup to Tool #159 Audit CU File Maintenance (CUFMAINT). Additional miscellaneous improvements were also made.

New Process for Importing Member Information to the Core

Project Number: 64183

Imagine being able to import new member information directly into the core. This newer option using the new Tool #1070 Import Membership Information allows you to do this with one easy step after uploading the file to CBX. Learn more in the Importing Member Information to the Core booklet available on the CBX Reference page.

Database Changes Since Last Release

With each new release, new database tables/fields, or changes to existing tables/fields may be implemented. There are no database updates in this release.

Tool Changes Since Last Release

New Tools

#1070 Import Membership Information Import new member information directly into the core

July 28, 2026

Projects related to internal features and other minor CBX enhancements were implemented with this release.

64884 Abnormal Activity monitoring update the idle calculation to automatically ignore new accounts based on existing days setting

66363 Change Dividend Posting Program for Dividend Transfers where the GL posting is using the wrong member branch.

68069 Update issue with FIDM/FITM/DOR configuration screen

68228 Adjust 1Click purge process to update ONECLKOFRS table accurately. Related information: https://alerts.cubase.org/issue-with-1click-expiration-date-purge/

July 21, 2026

CBX Themes Now Available!

Project Number: 68115

Color and design themes are now available in CBX! Available themes include:

  • Calming Lavendar

  • CBX Classic

  • Deep Water

  • Forest Hills

  • Key Lime

  • Northern Lights

  • Reflecting Pool

  • Sharp Black

  • Tickled Pink

  • Twilight.

Select these the themes from the Color theme drop-down menu available on the My Preferences page. Access this page from the Star icon at the top of your navigation bar in CBX.

  • NOTE: If you have dark mode enabled in your browser, you will still need to select a ‘dark mode’ styled theme (Deep Winter or Twilight) to override the original CBX theme.

CU-Defined Images Now Available on the CBX Home Page

Project Number: 67614

Now you can add your own images (and associated URLs) to the right of the CBX Home page to promote to staff your credit union offerings. All four images can be set up on the Home page using CU*Publisher within CBX Manager.

If you don’t have CBX Manager, refer to the store for this free feature! https://store.cuanswers.com/product/cbx-manager/) Contact the IRSC for more information. Images that are not replaced will default to the standard CBX ones.

Employee Security Updates to the CBX LOS

Project Number: 67343

This release will deploy enhancements to our employee security settings for the CBX LOS. These enhancements will allow you to control which employees are able to create or access loan applications for existing members, as well as which employees are able to book/create loan accounts.

  • In Tool #517 Employee Type Code Configuration:

    • For an employee to be authorized to create/access loan applications for existing members, the Allow Account Inquiry & Allow Account Maintenance checkboxes are both required to be checked.

    • For an employee to be able to book/create a new loan, the bottom check box Allow Posting to Account is required to be checked. This checkbox works together with the ‘loan underwriting’ special security feature, meaning both boxes would need to be checked for an employee to be able to book/create a loan account.

  • NOTE: Review your Employee Type Codes configuration for insiders (Tool #517) as this may impact work though Tool #2 (as well as now Tool #53 and Tool #394). Remember Tool #517 is used for all employee IDs.

  • If you need an override to Tool #517, use Tool #327 Employee Security, for example with a board member account.

Please keep in mind: the Allow Account Inquiry and Allow Account Maintenance checkbox controls will only allow/prevent employees from handling existing member loan applications. These settings do not apply towards non-member loan applications.

Account Suffix Lookup Added to Tool #492 Member Account Adjustment (Full)

Project Number: 66887

We added an account suffix lookup to Tool #492 Member Account Adjustment (Full) (Shortcut: adjust).

New Option to Remove Employee Security Tool Assignments

Project Number: 62933

Thank you Day Air Credit Union for your Idea form. We added an option to remove an employee from a tool assignment on the Employees Assigned to Tool screen from Tool #327. Selecting Remove Employee Assignment adds an easier way to remove tool assignments and enhance the user experience when maintaining employee security within CBX.

Query Account Number for Authenticate Me Activity

Project Number: 67755

Thank you Greater Metro Federal Credit Union for your Idea form. We expanded the VMBPACTAUD (MemberPass Activity Audit File) table to include the account base associated with the authentication request. This allows clients to easily identify the account that was accessed when the Authenticate Me feature was used.

*New Record Added to Existing Automated Query Audit Report (PRUNAQ)

Project Number: 67547

*This project was recalled 7/22/26. Refer to this alert https://alerts.cubase.org/issue-with-automated-query-processing/

Now credit unions will see a new record on the existing Automated Query Audit Report (PRUNAQ) when a Query is not run during automated query processing due to an error. This entry will provide details on the query and why it did not run. The report is placed in the DAILYxx OUTQ for review. For a sample, refer to the Automated Reports and Queries booklet, available on the CBX reference page.

Database Table Changes Since Last Release

For details on the formats and available values for specific table columns, refer to Tool #332 Database Search Assistant.

New Tables

DIRVENDOR - Logs direct payment vendors. Log all available vendors for all CUs. PROJECT 65336

Changed Database Tables

VMBPACTAUD - Logs Authenticate Me activity. Added member account number, PROJECT 67755

DIRVNDCFG - Stores parameters for vendor integrations. Added direct payment vendors column. PROJECT 65336

Tool Changes Since Last Release

New Tools

#1395 View Direct Payment Vendor Configuration View vendors allowed to be used for various direct payment applications

#5539 Direct Payment Vendor Configuration: Configure vendors allowed for direct payment applications (OPER)

July 14, 2026 Minor Release

Enhancements to Interest Only Loans

Project Number: 63501

This release will add new configurable options for interest-only loans, as well as corrections to certain behaviors for these loan types.

  • This enhancement will not touch any historical data. This will only impact new data and new transactions going forward (on your existing portfolio and any new loans).

  • For your interest-only loan portfolio to benefit from this project, we recommend having interest in first place in your payment matrix, both at the category and individual loan level. If you do not have interest in first place, you will see no change in how your interest-only loan portfolio performs today.

  • Interested in having your matrix updated both at the loan and category levels? Please contact us at lendervp@cuanswers.com.

Partial pay & due date determination calculations (Only applicable with matrix update)

The enhancement will prevent partial payment calculation errors and correct due date determinations on interest-only loans with partial payments.

Delinquency calculations

  • Will process correctly up until second payment calc date if matrix is updated; if not updated, delinquency calculations will remain as they are today on your portfolio.

  • Delinquency calculations will be processed correctly as long as the loan has not hit the second payment calculation date while being delinquent.

  • If the loan passes the second payment calculation date while delinquent, we recommend that your credit union manually monitor and adjust those loans as needed.

  • To help catch delinquent interest-only loans that may have passed the second payment calculation date, we recommend to start monitoring these loan types at 30 days delinquent.

Direct how additional funds are applied to non-delinquent interest only loans

(Available without matrix update)

You are now able to direct how additional funds are applied to non-delinquent interest only loans before the due date – either automatically to principal or follow the matrix (in the second screen in the loan category configuration).

Optional End-of-Day Payment Changes for Interest Only Loan

Project Number: 63501

Managed by CU*Answers, please contact us to update this on your behalf if you would like (available without matrix update).

Today, all interest-only loan payment changes happen at beginning of day. This enhancement will be giving your credit union the option to move payment changes to end of day instead of beginning of day, meaning on the day of the change, the member would still see the old payment amount all the way until the end of the day. This change would impact all your interest-only loan categories.

“What’s New” Button and Indicator in CBX

Project Number: 68115

With this release we have added a “What’s New” button to the bottom navigation of CBX and an orange/red indicator.

This indicator will show whenever a new version of CBX is deployed (triggered on a version # change). When you click the button you will be directed to the CBX What’s New help topic to learn more about the changes in the recent release. Once you click the icon, the indicator goes away until the CBX version # changes again. The indicator is controlled by user ID.

Database Changes Since Last Release

With each new release, new database tables/fields, or changes to existing tables/fields may be implemented. There are no database updates in this release.

Tool Changes Since Last Release

With each new release, new tools or changes to existing tools may be implemented. There are no tool updates in this release.

July 7, 2026 Minor Release

Print Option Now on Payroll Post Screen

Project Number: 65090

Currently there is no option to select a printer on the Payroll Post Print screen (Tool #696 Process/Post Member Payrolls). Instead, the reports are printed to the printer based on the workstation configuration. With this release we are adding the print option pop-up after you select Post on the Payroll Select and Balance For Posting screen so you can choose a printer or have it route to INSTANTxx.

Middle Name Option Added to CTR Forms

Project Number: 65522

We currently only pull middle initials for our CTR forms. With this release the CTR screen will now read as "Middle Name or Initial" and the system pull from the full middle name if it exists, or from middle initial if it doesn't. Additionally, you can now edit in Tool #991. NOTE: Changes do not write back to CBX tables.

Updating Calculation of Early Post if Amount is Exceeded Before Charging Fee

Project Number: 67279

We are updating the Early ACH Post feature calculation to stop allowing early posting when the amount is exceeded before charging the early posting fee.

Database Table Changes Since Last Release

For details on the formats and available values for specific table columns, refer to Tool #332 Database Search Assistant.

Changed Database Tables

CTRINVOLVD - Currency Transaction Report (CTR) Member Listing Increase middle name from 1 to 15 characters. PROJ 65522

Tool Changes Since Last Release

With each new release, new tools or changes to existing tools may be implemented. There are no tool updates in this release.

Last Major Release

Release Date:

May 17, 2026

Release Type:

CBX Spring Release (Major)

Version:

26.05

What's New Archive:

See the archive here

Additional Documents: