All ideas

Would like Contact and Contact method to default to Customer and Use Paper. Or have the option to change the default across the board as an admin or super in the System Settings or User Security Permissions.

Community National Bank would like to see history of who made changes on Exception Ignore Flags as the page does not reflect settings and there is no way to know who edited settings.

When an account number is changed in AccuAccount, ALL document history for that account is duplicated. The new entries all have the same time stamp, and they show the original actions (Upload, Delete, etc.), but they now show the name of the user ...

Users have asked for a notification in the software for all users (an indicator on the home page) when new versions are released. At this time it requires a Super User to go into the Admin Page. In many cases the only Super Users are IT and they d...

I also wonder if the date and frequency as built would allow for timing of exceptions as needed. I don’t think there is a grace period or a place to note the next measurement due date. The way I used the field, is I put the date of the financials ...

It might also be a good idea to make a widget that you could add to the dashboard like we do active tasks or exceptions. Requested by Riverbank

Even though the covenant shows the little red exclamation point symbol and says it is an exception, it doesn’t flow into any of the exception reports. To truly use this feature, I would need to have exceptions generate into the usual reporting to ...

A comment area on the covenants would be great too, that way if there is specific/different requirements we want to make note of (i.e. some covenants are only required to be measured if the LOC has a balance, etc) Requested by Riverbank

It would be nice to also have a way to indicate if a forbearance or waiver was approved for a covenant failure. If it is a forbearance, having a date box to indicate when the forbearance is set to would be nice. Requested by Riverbank

It would be nice if there was a way to have a history that records (kind of like on the tasks where you can see who added comments or changed things. That way we could see prior year activity, etc. Requested by Riverbank