TicklerTrax™ Exception Spreadsheet

Downloaded by 800+ Bankers

Looking for a free spreadsheet to track your financial institution’s exceptions? TicklerTrax might be the perfect tool for you! We’ve taken some of the basic logic from our top-rated exception management software and boiled it down into a simple, yet effective spreadsheet. After adding your branches, exception types, and lender information, you can start tracking missing and expiring documents. Your data then flows into an elegantly-designed summary dashboard, packed full of helpful charts and graphs. Never overlook a document again!

Exception Management from AccuSystems

Compare Your Options

Welcome to the TicklerTrax™ download page. Before you get your free copy of TicklerTrax, we thought you might want to learn a little more about our other products. As great as TicklerTrax is, it’s still a spreadsheet. To properly manage your financial institution’s exceptions, you deserve so much more. That’s why we’ve built our AccuAccount and Tickler products. AccuAccount is used by 15,000+ bankers worldwide to manage more than 2.1 million commercial loans and $100 billion+ in assets. In order to download this file, you will need to have the Microsoft Office Suite (2010/2013/2016) installed on a Windows computer. This spreadsheet runs using the Microsoft Excel program. Please note that this spreadsheet requires the use of macros, so please check with your IT department before installing. For a brief tutorial about how to use this resource, click here.

Easily Add New Exceptions

Submit a simple form in the spreadsheet to add a new exception.

View & Track Exceptions

See which lenders, branches, or document types have the most exceptions.

Simplify Reporting

The spreadsheet’s intuitive dashboard helps you quickly refine your reporting process.

About AccuSystems

AccuSystems is a top-rated exception and imaging software provider, trusted by more than 15,000 bankers to manage over $100 billion in combined assets. 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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