All ideas

When scanning into AccuImg, it would be nice if you could pick multiple documents to add this document to within AccuAccount. EX: Insurance on collateral may be used for multiple other collaterals but you have to scan it to each one or copy it to ...

Banks would like to see the covenants piece be completed within AccuAccount. This would be another type of exception in the system.

Today banks can only purge complete records. There is no way to purge documents on the customer. EX: Tax Returns, Financials, etc...

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.

New Credit docs will be sent after a loan is paid if the Participation is not removed. This removes the Participation info so it is not ideal. Should look at loan status

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...

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.