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Building a Tickler Spreadsheet

Where should we start when creating a tickler spreadsheet?

At a minimum, your tickler spreadsheet should make it easy to track and follow-up on missing and expiring documents. In addition, you may also want to track policy exceptions and overdue tasks. If you don't have the time to create your own tickler, a quick web search is likely to turn up several banking-specific templates

Download TicklerTrax.


AccuSystems is a leading provider of bank document management and imaging software. Trusted by more than 14,000 community bankers worldwide, the company offers a portfolio of software applications that automate exception tracking, reduce reliance on paper documents, and streamline audits. Chat with us, register for a free webinar, or schedule a risk-free demo. Call today: 800-950-2550.

First published on 07/01/2018

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