AccuDoc - Bank Operations Management
Is your bank searching for an effective bank operations management software to organize all of its documents? AccuDoc is a suite of integrated modules, designed to organize a financial institution’s documents into a master user platform. AccuDoc is a dynamic information storage repository that offers the flexibility to have each department’s information in one structured system. The entire application is housed on a single database, requiring less administration and maintenance. Additionally, system reports and interfaces can be designed specifically for each department. Banks across the country count on AccuDoc to manage accounts payable, contracts, human resources, insurance, meeting minutes, policies and procedures, securities, report archive, and more. With AccuDoc, your bank immediately reduces its administrative and courier expenses by centralizing files into a single electronic platform. Scan, upload, and organize - it is that simple. AccuDoc also provides banks with an enhanced peace of mind. By implementing AccuSystems software at your bank, both employees and management will feel more secure in its bank operations management efforts.
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Accounts Payable Software
AccuDoc Accounts Payable system can significantly improve the efficiency of all management staff responsible for approving and managing invoices. The A/P system is a key component of AccuDoc, which provides document management solutions for operation departments of community banks. In addition, each approver at the bank is assigned an approval limit. Invoices cannot be submitted to or approved by an approver if the amount is above their limit. Approvers are instantly notified via e-mail, and can optionally be notified on a daily/weekly basis of all pending approvals. Invoices can be approved by a single approver, or approvers can reassign invoices to other approvers, or collect multiple approvals before the invoice receives its final approval. Quickly locate invoices and vendors via hot-key from current A/P system. Import vendors, invoices, checks from most A/P systems on a daily basis. Export approved invoices to be imported in current A/P system.
- Works with current A/P system
- Approve invoices electronically
- Run summary invoice reports
- Import/export is quick & easy
- Research past invoices
- Streamline accounting functions
Human Resource File Management
AccuDoc enables you to automate your bank’s entire human resources operation. Browser screens allow multiple access only to those who’ve been granted access to the software with password protection. Security and access working together to enhance your human resources records. Automate your banking compliance requirements by securing vital information and tracking its status. Image your information into its respective folder to retain a copy of the document. Put the stacks of paper through the shredder instead of the file cabinet and you have a complete file that is now safe, secure, highly organized and easily accessible when you need it.
- Resumes
- Applications
- Credit Reports
- References
- Fingerprint Records
- Interview Records
- Job Descriptions
- Payroll Records
- W-9/I-9 Records
- United Way Forms
- Direct Deposit Agreement
- 401K
- Evaluations
- Pay Increases
- Disciplinary Records
- Audits
- Recognitions
- Vacation Requests
- FMLA Records
- Workers Comp Records
- Attendance Policy
- Employee Handbook
- Confidentiality Agreement
- Exit Interviews
- Resignation Letters
- Key Log (returned keys)
- COBRA Documents
Contract Management Software
AccuDoc Contracts combines paperless storage and retrieval with automatic tracking of renewal dates, contact information, and the ability to access documents from a highly organized “virtual” file cabinet. Banks may need to have authorized staff have access to the files so that they can be managed properly but not duplicated. With AccuDoc’s bank contract imaging, every contract is stored exactly the same way, every time. You will be able to run reports and receive automatic notification when it is time to renegotiate with your vendors or to do routine tasks. Improve bank compliance by providing required information to regulatory bodies. Budgeting for service contracts couldn’t be simpler. Even the most basic information about the contract can improve processes throughout the bank. The first step of your budgeting project should be to compile a list of your reoccurring contracts with renewal amounts and dates. All your contracts can be stored, tracked, and retrieved from the same icon without ever having to visit the file cabinet.
- Vendor Records
- Tax ID Numbers
- Contact Information
- Privacy Policies
- Background Information
- References
- Financials
- Escrow Plans
- Signed Executed Contracts
- Contract Renewal Terms/Date’s
- Search by Department
- Search by Vendor
- Search by Purchase/Renewal Dates
Insurance Document Management
Each time a bank’s policy is renewed, the terms of the policy change, and coverage often changes to reflect the value of the insured item. The paperwork associated with each policy is cumbersome and takes up precious storage space at your bank. Guarding your bank’s assets means having adequate insurance coverage on not only your buildings, but also your equipment, company cars, office supplies, the employees and even your ability to transact business. Making sure that coverage does not lapse is equally as important. It is not unusual to have multiple insurance agencies covering various aspects of your financial institution. You may use one for your real estate, another for your employee benefits and yet another to guard against criminal activity. Managing all of these often requires more than one individual, and more than one document tracking system. AccuDoc Insurance will automate tracking for you with the most secure method of storing and retrieving bank documents available to the banking industry.
- Employee Benefits
- Employee Fraud
- Insurance Policies
- Riders
- Coverage Details
- Bank Property
- Company Transportation
- Furniture, Fixtures & Equipment
- Liability
- Workers Compensation
- Employee Election Forms
- Claim Forms
- Inventory Lists
- Maintenance Forms
- CTR/SAR Documents
Bank Meeting Management Software
Producing copies of minutes requires a copier, reams of paper, and time. Everyone at your bank will benefit from the process when they need to access a specific meeting, search by a topic or department and have that image available within seconds of clicking the search button. Organize every meeting, every day, in a highly structured bank document imaging system, that does not rely on a clerk’s filing abilities. Its available to multiple users at multiple locations without using a dime’s worth of paper. Upload reports from your desktop into AccuDoc and images are immediately accessible. Toss away the mounds of paper on top of your desk and access your notes from your desktop. Image and store your notes and reports in a highly organized, easy to access file that is accessible by multiple users, without making a single copy. Retrieve a specific date, meeting topic or department within seconds. View meeting minutes from your laptop at the airport, review decisions made at committee meetings remotely.
- Compliance Meetings
- Training Meetings
- Operations Meetings
- Budget Meetings
- Board of Directors Minutes
- Lending Committee Minutes
- Holding Company Minutes
- Risk Management Meetings
- Search by Department
- Search by Date or Topic
- Distribute Instantly
- Track Newest Updates
Bank Policies & Procedures Management
Written banking procedures are often modified to fit the needs of the times. In many cases, policies are copied and passed around, stored in a file folder, shoved in a drawer, filed in a binder and rarely handy when they are needed. Keeping bank procedures standardized is difficult when employees are required to retain a file of their own. Through streamlined document imaging, dating, and storing procedures in a highly organized, easy to access file, your bank is helping to ensure banking compliance standards and encourage employees to follow specified policies. Having a virtual trainer at your employees’ disposal would not only enhance but would ensure your bank’s procedures meet federal guidelines. Having it easy to access and simple to update would be key to maintaining standard practices. Enhance customer service by reducing paper, shortening response time, and increasing production.
- Training Material
- Robbery Packets
- Monetary Instrument Policy
- Nightly Processes
- Security Procedures
- Teller Cash Handling Policies
- New Accounts Procedures
- FDIC Regulations
- Lending Practices
- Equipment Manuals
- Search by Department
- Search by Date
- Search by Topic
- Track Newest Updates
- Review Past Versions
Securities Management Software
Tracking security dates, amounts, and rate information can be achieved by accessing the reporting service. Maintain transaction data on securities and produce reports. Preparing the quarterly call report can be simplified by maintaining transaction history on all your securities. Image interest credits, call transactions and purchases within one system, easily accessible from your office desktop. Interest rates, change dates, call dates, type of security purchased and term of the investment are instantly displayed. If the item has been pledged, you can image your pledge agreement along with the security and have both bank documents viewable in the same file. With AccuDoc, there is no more searching through the monthly GL tickets to find interest credit or debit information on your securities. An exact image can be stored at your desk with our proven bank document imaging platform.
- Mortgage Backed Securities
- Pass Through Securities
- CMO/REMICS
- Issued by FNMA/FHLMC
- Image and Search by CUSIP
- Store and Retrieve by Type
- Search by Dates
- Search by Interest Methods
- Issued by GNMA
- Asset Backed Securities
- Held to Maturity
- Available for Sale
Report Archive Tool
Leverage information with the AccuDoc Report Archive. Report capture and analysis renders data more useful. Promote enterprise wide access to information and communication within and among departments. Eliminate microfilm/fiche and paper costs and associated filing time with automated retrieval and filing. Documents are automatically captured from your various systems, stored, indexed, and made available via the Web in a searchable format. Information is available quickly and in a format that is easy to analyze in a centralized, easy to use, and secure location. With Report Archive it is both easy to access the reports and bank documents you need while protecting that information with exceptional security. Report Archive not only helps you organize these banking reports and their valuable information, but it makes specific information easier to find using business rules that allow you to archive based on the name, type, age, and even the security level of the report combined with its search functionality.
- Cross-module document storage
- Improve decision making processes
- Organize and access all reports
- View reports by department
- Set internal user authority levels
- Search all reports by keyword
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