Frequently Asked Questions
What is AccuAccount?
How do I change my password?
How do I change my Dashboard settings?
How do I search for an existing document image?
How do I know if a Additional Collateral is Cross Collateralized?
How do I turn on a document on the customer Page?
How do I copy a document?
How do I move a document?
How do I set up a document to reoccur on the Customer Page?
How do I add a Customer?
How do I add a Loan?
How do I add a Guarantor?
How do I add an Exception?
How do I set up Notice Letters?
How can I change an Exception?
What is the difference between Computed and Technical Exceptions?
How can I add a new Loan Type?
How can I add a new User?
How can I delete a User?
How can I send a Report via E-mail to someone who is not a User?
How can I send a report to Excel or some other type of software?
How can I print Bar Codes for my loan file?
How can I print my Checklist?
How can I add a page to my scanned documents?
How can I create a Tab (Document)?
How can I delete a Tab (Document)?
How can I create an Audit?
How can I create a Related Entity?
