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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 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

AccuImg- the ability to key in collateral number

AccuIMg to key in collateral number rather than search from dropdown
Jenn Mitchell 5 months ago in AccuImg 0

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 5 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 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

Non-Expiring to Dynamic Reporting

Would like the non-expiring flag added to Dynamic Reporting.
Jenn Mitchell 5 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 5 months ago in Dynamic Reporting 0