AccuAccount

The updates to the Notice Letter functions have highlighted orphaned exceptions (document exceptions that are not tied to a document). A common cause for this is that the document tab was deleted from a document structure without first deleting th...

When setting up Purge rules a date is required, and typically banks are purging closed accounts. Without a Closed Date, banks do not have reliable method of flagging the correct accounts with rules, making Purge un-usable for Deposits. Right now, ...

The ability to see a notice letter that was sent previously from the History Tab. This would allow a user to confirm the exact verbiage on the letter, which exceptions were included in the letter, and the ability to reprint the letter if needed. T...

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.

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...

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 ...

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 ...