All ideas

When creating an audit, the user is going into the loan under the primary borrower and only selecting certain documents to include. However, if the loan has a guarantor, those same selections must be made under their name as well, otherwise the do...

Is it possible to add Related Entity to move a document with index file to a Credit Document placeholder under every customer that is in the Related Entity Group? Submitted by Origin Bank

When a new branch is added we need an option to grant all users access. Currently you need to touch each user.

Would be nice to be able to combine duplicate branches like you can duplicate officers

AccuAccount allows you to add a comment to an exception and it shows in reports in Reporting Services but not in Dynamic Reporting

Right now, the default frequency for using Document Scheduler is every one day starting on the date specified. If this field is not changed, it can very quickly create a lot of unnecessary tabs with no easy way to delete them. This can be manageab...

If a user accidentally hits search when all the fields are empty, or there is nothing but empty space(s), it searches for several minutes, before finally giving a 500 - Internal server error. During this time, the user can't do anything in AccuAcc...

We are looking for a report that lists the relationships (Related Entity Groups), outstanding balance and total commitment amounts. The Related Entity Groups Report in SSRS is close, but it doesn’t include the total commitment amount, just the tot...

In Dynamic Reports, if you pull a report and filter for a document tab that is in the collateral section, the origination date is blank. Collaterals should pull in the loan account origination date so users can filter by that date.

Reporting Services has an Expiring Document Search report where users can see documents that are going to expire soon, even if nothing is scanned into the tab. In Dynamic, the document report only pulls in document tabs that have something scanned...