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Document View

Add the Approved/Reject button and the next page arrow at the bottom of the page in Document View so you don't have to scroll to the top of the page if you are already at the bottom of the page
Jenn Mitchell about 2 months ago in AccuAccount 0

Sort order on Document View

Would like to ability to pic a sort order on the document view. Would also like to see it save my viewing preferences.
Jenn Mitchell about 2 months ago in AccuAccount 0

Group Maintenance sort order

When using the Group Maint on the customer page, the documents are not in sort order. They are in alphabetical order. It would be nice if we had the opportunity to setup the view by user (Document date, sort order from customer page, alpha)
Jenn Mitchell about 2 months ago in AccuAccount 0

Display Document Date on Customer Page

If you could display the document date when you hove over the document tab, that would be helpful.
Jenn Mitchell about 2 months ago in AccuAccount 0

Ability to share a document with other customers/accounts/collaterals

Would like to see the ability to share just a document between multiple customers/accounts/collaterals. Today banks are crossing the collateral, uncrossing the collateral, then deleting the documents they don't need for that collateral.
Jenn Mitchell about 2 months ago in AccuAccount 0

Open API's

Offering open API's will allow for banks to do more reporting outside of AccuAccount. It would also allow them to write data to AccuAccount from other 3rd party vendors.
Jenn Mitchell about 2 months ago in AccuAccount 0

Covenants

Banks would like to see the covenants piece be completed within AccuAccount. This would be another type of exception in the system.
Jenn Mitchell about 2 months ago in AccuAccount 0

Drag and Drop within AccuAccount

It would be great to have a way to drag and drop within AccuAccount. This would allow us to move documents much faster within the product.
Jenn Mitchell about 2 months ago in AccuAccount 0

Moving Documents

We need a way to move documents, and all of the document information moves with it. (Expiration date, title, document date)
Jenn Mitchell about 2 months ago in AccuAccount 0

Ability to Purge Documents

Today banks can only purge complete records. There is no way to purge documents on the customer. EX: Tax Returns, Financials, etc...
Jenn Mitchell about 2 months ago in AccuAccount 0