AccuAccount Videos On-Demand
Stay tuned to this page for upcoming live events! If you have any questions or need to reach us, click here.
Stay tuned to this page for upcoming live events! If you have any questions or need to reach us, click here.
Training
April 30, 2025 @ 4:30 PM - 5:00 PM EDT
Come join me for a tour of the new notice letter functions in AccuAccount! Notice Letters have been redesigned from the ground up to streamline the process and now has the ability to create staged notice letters. We'll review how to create notice letter templates, how to associate them with exceptions, and how to print or email the notices to your customers.
After registering you will receive a confirmation email containing information about joining the training.
Training
May 29, 2025 @ 11:00 AM - 11:30 AM EDT
MTEs are an important part of AccuAccount, but they are often overlooked when a customer or account doesn't import as expected. In this webinar We'll review what MTEs are, where they come from, and why they are important in AccuAccount. We will also review how to change MTEs that have already been resolved, and what to expect.
After registering you will receive a confirmation email containing information about joining the training.
Training
June 25, 2025 @ 11:00 AM - 11:30 AM EDT
Over time, users come and go from the bank, documents become outdated and so do their exceptions. AccuAccount does not delete or remove any information from the system on its own. It's a great security feature, but it also means that outdated information and settings will need to be manually cleaned up. I've got tips to help you clear away the metaphorical cobwebs, and keep Accu clean.
After registering you will receive a confirmation email containing information about joining the training.