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Document Workflow

Document workflow would set certain documents to send notification to user/user groups for approval before the document is input into AccuAccount.
Jenn Mitchell about 2 months ago in AccuImg 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

Non-Expiring to Dynamic Reporting

Would like the non-expiring flag added to Dynamic Reporting.
Jenn Mitchell about 2 months ago in Dynamic Reporting 0

Categorizing Dynamic Reports

There is no way to categorize or folder Dynamic Reports. It would be nice to have some type of categorization or folder them to keep the organized.
Jenn Mitchell about 2 months ago in Dynamic Reporting 0

Notice History Reports

Need history reports built for notices that were sent. The information should be reported on within Dynamic Reporting.
Jenn Mitchell about 2 months ago in Dynamic Reporting 0

QC Reporting in Dynamic Reporting

Need to ability to see QC reports in Dynamic Reporting. They can them be seen on the dashboard for review.
Jenn Mitchell about 2 months ago in Dynamic Reporting 0