User Training Sessons On-Demand

This training will focus on Task Exceptions in AccuAccount. Tasks are not related to documents, and allow you to track policies or items that need to be completed for a particular customer or account. You can even create groups of tasks that can be activated together, creating a to-do list for different scenarios. We will review the types of Task Exceptions available, and how they can be used.

After registering you will receive a confirmation email containing information about joining the training.