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Remove Time Stamp from Date Field

The "Date" and "Exception Date" fields in the new notice letters display the time on the letter. This takes up extra space and looks messy.
Guest 5 months ago in AccuAccount 0

Change icons on Red and Green

Add floating descriptions to Exceptions tab and Guarantors tab to indicate if there are any Missing Documents. We have a loan officer who is color blind and this would help without clicking on the tab.
Jenn Mitchell 5 months ago in AccuAccount 0

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 5 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 5 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 5 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 5 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 5 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 5 months ago in AccuAccount 0

Document Portal

The ability to request documents from customers and give them a place to put the documents before import into AccuAccount.
Jenn Mitchell 5 months ago in AccuAccount 0

Task lists generate based on account status/threshold

No description provided
Guest almost 2 years ago in AccuAccount 0