All ideas

Some of the fields that can be filtered for Notice Letters can have many results, making for a very long list to scroll through to find something specific. Using the Customer column in Notice Distribution as an example, if a user wanted to quickly...

When selecting Notice Letters to be distributed, there is a check box in the top left that will select all notices on that page, but it only applies to the page you are viewing. If you are wanting to select all notices on every page, you must chec...

The ability to globally update the delivery preference (email/paper/phone) for customers with existing Notice Letter Contact Preferences only applies to customers whose Contact is set to “Customer”. If they are set to “Account” or “Contact”, no gl...

When adding an exception policy to a Notice Letter Set, there are several filtering options available, including the ability to make multiple selections, but these filters are reset after adding a single exception. This means that if you want to u...

Right now all purging in AccuAccount at the customer level must be done manually, since it would also delete any accounts owned by that customer. When purging by accounts, the customer record is left behind, which creates a lot of manual cleanup f...

Recommending QC Status of Not Verified to appear as Orange vs Red to provide clarification if Rejected vs Not Verified.

When creating an exception report in Dynamic Reporting, resolved exceptions are included by default, and must be manually filtered out by adding a filter for the Exception Status. Nearly all exception reporting is done for exceptions that are curr...

When working in Required Document Maintenance, there are times when you have to scroll down, and this hides the headers that identify what each column is for, and you have to scroll back up to verify which column you are looking at. It would be gr...

The user accidentally missed keying the slash at the end of the URL and had a trailing space. For example they had entered " https://accuaccount_022 " when it should have been "https://accuaccount_022/". This caused AccuImg to crash shortly after ...

When emailing a notice a letter, it will be sent “From” the email account in the SMTP settings in AccuAccount. This is causing confusion with customers receiving the email, prompting them to reach out to the bank to verify the email is real. To re...