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AccuDoc

 

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.
Accu Doc New
 
AccuDoc is a dynamic information storage software that houses each department’s information in one structured system, requiring less administration and maintenance. Within AccuDoc, system reports and interfaces can be designed specifically for each department. Banks and credit unions across the country count on AccuDoc to manage accounts payable, contracts, human resources, insurance, meeting minutes, policies and procedures, securities, report archive, and more.
 

“The most seamless software installation process I have been through in my 20 years of banking.”

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Accounts Payable Software


The Accounts Payable system in AccuDoc improves the efficiency of invoice approval and management. 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 the set 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, re-assigned to another approver, or viewed by multiple approvers before the invoice receives its final approval. Invoices and vendors can be quickly located via the hot-key feature. The Accounts Payable system also allows users to import vendors, invoices, and checks. Approved invoices can be exported using the Accounts Payable system.
Advanced Bank Tracking
  • 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 effectively organizes documents within the human resources department. Access to the software is password protected, enhancing the security of your human resources records. Vital information is securely tracked. Scanned images of documents are organized into folders within the system, eliminating the need for file cabinets. Human resources files are safe, secure, and highly organized.
Advanced Bank Tracking
  • Resumes
  • Applications
  • Credit Reports
  • References
  • Fingerprint Records
  • Interview Records
  • Job Descriptions
  • Payroll Records
  • W-9/I-9 Record
  • 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
  • Confidentiality Agreement
  • Resignation Letters
  • Key Log (returned keys)
  • COBRA Documents

Contract Management Software


AccuDoc Contracts combines paperless storage and retrieval with automatic tracking of renewal dates and contact information. Documents are accessed from a highly organized “virtual” file cabinet. With AccuDoc’s bank contract imaging, every contract is stored exactly the same way, every time. Automatic notification is given when it is time to renegotiate with vendors or do routine tasks. Bank compliance is improved by providing required information to regulatory bodies. Budgeting for service contracts is simplified. The first step of a budgeting project should be to compile a list of recurring contracts with renewal amounts and dates. All contracts are stored, tracked, and retrieved from the same icon without ever having to visit the file cabinet.
Advanced Bank Tracking
  • Vendor Records
  • Tax ID Numbers
  • Contact Information
  • Privacy Policies
  • Background Information
  • References
  • Financials
  • Escrow Plans
  • Signed Executed Contracts
  • Contract Renewal Terms/Date’s
  • References
  • Financials
  • Escrow Plans
  • Signed Executed Contracts
  • Contract Renewal Terms/Date’s

Insurance Document Management


Each time a financial institution’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 institution. Guarding your institution’s assets means having adequate insurance coverage on your buildings, equipment, company cars, office supplies, employees, and even your ability to transact business. Making sure your 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 real estate, another for 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 of all of these facets 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 financial institution will benefit when records of meetings are organized within AccuDoc. Organize every meeting, every day, in a highly structured bank document imaging system that does not rely on a clerk’s filing abilities. Documents are available to multiple users at multiple locations without using a dime’s worth of paper. When reports are uploaded from your desktop into AccuDoc, images are immediately accessible. Toss away the mounds of paper and access notes from your computer. Scan 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 using the search feature. View meeting minutes from your laptop at the airport, and review decisions made at committee meetings remotely.
Advanced Bank Tracking
  • 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. By streamlining document imaging, dating, and storing in a highly organized, easy to access file, your financial institution is helping to insure banking compliance standards while encouraging employees to follow specified policies. AccuDoc allows easy access and updates to procedures, helping to insure your institution’s procedures meet federal guidelines.
Advanced Bank Tracking
  • Training Material
  • Robbery Packets
  • Monetary Instrument Policy
  • Nightly Processes
  • Equipment Manuals
  • Security Procedures
  • Teller Cash Handling Policies
  • New Accounts Procedures
  • FDIC Regulations
  • 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 AccuDoc’s reporting service. This software allows the user to maintain transaction data on securities and produce reports. Quarterly call reports can be simplified by maintaining transaction history on all your securities. Scanned images of interest credits, call transactions, and purchases are organized 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 need to search 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 AccuDoc’s proven bank document imaging platform.
Advanced Bank Tracking
  • 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


AccuDoc's Report Archive allows users to capture and analyze data, rendering the data more useful. This software promotes enterprise-wide access to information and communication within and among departments. AccuDoc Report Archive eliminates 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 quickly available in a centralized, easy to use, and secure location. Reports and bank documents are easy to access, 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. Report Archive allows you to archive based on the name, type, age, and even the security level of the report combined with its search functionality.
Advanced Bank Tracking
  • Cross-module document storage
  • Improve decision making processes
  • Organize and access all reports
  • Set internal user authority levels
  • View reports by department
  • Search reports by keyword

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