All ideas

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

In dynamic reporting, the only field from the covenant flex field that I can pull into the reports is the “current value”. I would want all the information from this section to make it a useful report (Covenant name, min/max, date last measured, f...

Request submitted by ANB Bank: Currently if a customer needs to deactivate an AccuImg license they need to contact support. Although this process is simple if they are updating workstations outside of support hours there is no way to do this and t...

I would like to create specific groups with applicable security settings and point users to those groups. As our institution grows it is very tedious to maintain permissions at the individual user level. I am requesting the option to link users to...

I would like to download our household key stored in our core to automatically populate Related Entities. Since we have already "householded" our customers and each customer record has the household key included, I would like to have AccuAccount p...