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.
Nacha ACH Contact Registry deadline
October 30 is the deadline for financial institutions to enter required information in the ACH Contact Directory to be in compliance with the Nacha Operating Rules. In a September 30 Nacha Blog Post, blogger Michael Kahn says, "Do it because it’s a Rule, but also do it for that counterpart at another financial institution who may need your help one day. After all, you may need their help some day—and that’s when you’ll be glad they entered their information."