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Tickler vs. Exception Report

What is the difference between a tickler file and an exception report?

Banks use tickler files to organize current or future tasks that need to be tracked or completed. Such items could be done on a one-time or recurring basis. Ticklers can be software, spreadsheets, or in-house databases. Exception reports can be generated by tickler files. In this case, an exception report is the product of a tickler file.

Read more about exception reporting.


AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 07/04/2021

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