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.
Fiscal Service releases 2020 progress statement
The Department of Treasury's Bureau of the Fiscal Service has released its third annual Progress Statement, which announced its next phase in transforming federal financial management, Envision 2030. This new, long-term initiative intends to integrate inclusive, consistent customer experience for those who interact with the Fiscal Service. It also frees agency chief financial officers from routine financial transaction processing, allowing them to focus on their agencies’ core missions.