AccuAccount

Participation module will not resend Credit documents if a new participation loan is added- even if the new loan has a different participating bank. If you resend all, the Credit docs will send to all banks

Credit docs for the primary and guarantor go to the primary's page so the guarantor docs end up mixed with the primary. When using a default tab documents only end up there is the actual document tab does not exist. This creates a lot of manual cl...

Not all notices require separate stages. If there is only one stage the notice will not be resent once it is marked delivered.

Lists/reports of notices are often shared with loan officers for comment or approval before notices are prepared or sent.

When using Doc Scheduler you need to select a specific day- When this needs to occur on the last day of the month it is not consistent.

Would like the box to add a new comment on the customer page to appear above the previously entered comments. This way, there would be no need to scroll through previous comments in order to add a new one.

Ability to disable a doc (Tab) type allowing it to be viewable but not scanable

When adding exceptions and filtering by Record Type, the options are in a random (but consistent) order. It would be better if it were sorted A-Z, or Credit A-Z - Loan A-Z - Deposit A-Z

Need sorting/filtering options, Branch (Distribution), Exception name(Administration)

Ability to resend a specific letter. For example, if a letter is returned for a bad address, there is no way to reprint the letter with the new address.