Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
From our friends at AccuSystems, this is a free spreadsheet to track exceptions. It includes the basic logic from its exception management software made simple. You'll add your banks information and start tracking missing and expiring documents. This includes a summary dashboard with charts and graphs.
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 them, register for a free webinar, or schedule a risk-free demo. Call today: 800-950-2550.
First published on 05/17/2017