Welcome to CBX Help!

Welcome to CBX Help which provides detailed information on every screen within CBX.

Why do I see CBX and CU*BASE information?

As we transition from CU*BASE GOLD to CBX as our core processing software, our documentation teams are working to transition the online help content. You will see more CBX content, and less CU*BASE content, as we move forward with the transition. Rest assured that each screen's online help will be applicable to either software you are working on. We appreciate your patience while we make this transition.

Why do I see a tag that says Operations in some page titles?

The OPER tools are functions that are used by data center employees, and are not accessible to credit union staff. The documentation for these tools exists here, marked by a tag that says Operations in the topic header.

Why do only some topics have the small table of contents alongside it?

These mini-table of contents are generated based on the sections in each page, and will only apply if there are more than two sections.

Looking for an individual help topic for a specific screen?

To view the help topic that corresponds to a specific screen, click the Learn More About This Feature or Information button  in the bottom of the screen you’re working on. Alternatively, enter the screen’s panel number in the Search field here in online help. The panel number is typically three or four digits long and is located in the bottom right corner of the screen.

Using the Search Feature

To search for specific help pages, enter a search term in the Search box on any page of the tool documentation. This will search the tool documentation pages, and you will be presented with a results page, as seen below. Remember, this will only search the tool documentation - to search through other online help, such as OPER Online Help or Show Me the Steps, select More Online Help and then jump to the desired homepage. To return to this homepage, select the logo on the upper left side at any time.

Search Results

As noted above, after using the search feature, you will be presented with a search results page. Simply select your search result to visit that page. The pages that match the search terms directly will appear first in the list, followed by the lesser matched results. Try different search terms to if needed to find additional results.

Screen Image

Many topics will contain a “thumbnail” graphic showing a very small snapshot of the related CBX screen. This graphic was designed only to give a “frame of reference” and help you match the screen you are working with in CBX with the correct topic in Help. The sample graphic may not exactly match the screen you see in the actual application, depending on how fields were selected and the settings of various configuration options. To see an enlarged version of the graphic, simply click "View full-size screen" to expand the view of the graphic to fill the screen. Then use the Back button at the top of the Help window to return to your starting point.

Need Step-by-Step Directions?

Visit Show Me the Steps, a companion to CBX Help that offers simple directions on hundreds of tasks within CBX.

Want to See Even More Help Content?

Visit the CBX Help Hub, a new website that helps users dive into the CBX documentation with toolsets by category, viewing long form PDF booklets, quick links to topic overviews, and more.