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Tickler vs. Exception Report

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

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.

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Read more about exception reporting.

Vendor: 

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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