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.
Reg CC PowerPoint Slides
BOL User Crystal T. Lloyd designed this PowerPoint presentation to train employees on the basic provisions of Reg CC/Funds Availability. We updated it to reflect the consolidation of Federal Reserve check processing into a single region, which eliminates the concept of "non-local" checks. You'll want to build on the 21 slides to reflect your own institution's policies.
First published on 01/15/2005