Skip to content

Common document exception statuses

Question: 
What document exception statuses should we be tracking in our tickler system?
Answer: 

Some documents are collected once, while others must be collected on an ongoing basis. Therefore, it's important to ensure your tickler accommodates missing, expired, pending, and other document exception statuses.

______________________
Download a free spreadsheet for bank document tracking.

Vendor: 

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 06/11/2017

Filed under: 
Filed under operations as: 

Banker Store View All

From training, policies, forms, and publications, to office products and occasional gifts, it’s available here:

Banker Store

hot right now

image description

Looking for effective, convenient training on a particular subject?

BOL Learning Connect offers more than 200 courses ON-DEMAND or on CD ROM from AML to Reg Z and every topic in between.

Search Topics