[Spreadsheet] Credit Exception Checklist

Did you know that AccuAccount can export your exception data to spreadsheet format? This credit exception spreadsheet is an example of how your credit document data might look when exported from AccuAccount. Quickly see the status of each document and make updates to maintain compliance.

How Would I Use this Checklist?

Banks still use spreadsheets, even if they’re using a document tracking solution such as AccuAccount. Our software can build spreadsheets for you with a few clicks, instantly showing which documents are set to required, not applicable, or waived. Additionally, it shows which documents are currently in the file when populated from AccuAccount.

Report on Exceptions

This spreadsheet can be used to support your exception tracking process.

Focus on Compliance

While manual spreadsheets are less efficient than software, this document is a step in the right direction.

Streamline

Use this spreadsheet to help map out and streamline your exception management process.

About AccuSystems

AccuSystems provides quality document imaging solutions for over 200 community and regional banks. Our electronic imaging and intelligent document management tools make AccuSystems the clear choice for loan file imaging and advanced bank document management.

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