Skip to Main Content
AccuAccount Ideas Portal
ADD A NEW IDEA

All ideas

Showing 46 of 46

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 5 months ago in Dynamic Reporting 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

AI Document Classification

The ability to use AI to classify documents for import into AccuAccount.
Jenn Mitchell 5 months ago in AccuImg 0

Task lists generate based on account status/threshold

No description provided
Guest almost 2 years ago in AccuAccount 0

Dynamic Reporting - Able to build reports you are able to in Document History, so the report hits your dashboard and doesn't require a manual pull each day

We have 2 document import platforms, Prosign and Abrigo, and I would like to know each day what documents are getting brought in, because there is some manual maintenance that will need done on these documents. I would like to pin this report to m...
Lacy Black over 1 year ago in Dynamic Reporting 0

AccuApproval- History

Would like AccuApproval to keep the history of each application even if it goes through the renewal process.
Jenn Mitchell 5 months ago in AccuApproval 0