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.
Merchant Check Capture - Vendor Due Diligence Evaluation
Thomas Houston of the T. Houston Technology Group has supplied this robust checklist for evaluation of Merchant Check Capture vendors and their product offerings. This will assist in part of your vendor due diligence process. The checklist covers products that convert checks to images, or to ARC ACH format (or both), and provides a systematic way to compare the products of two or more vendors. If your bank is weighing the alternatives in pursuing Remote Check Capture, this tool provides a framework for researching the vendors and products that are available.
First published on 05/01/2006