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 a variety of departmental documents, including:

  • Accounts Payable
  • Contracts
  • Human Resources
  • Insurance Documents
  • Meeting Minutes
  • Policies & Procedures
  • Securities
  • Report Archive

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.

  • Works with current A/P system
  • Approve invoices electronically
  • Run summary invoice reports
  • Works with current A/P system
  • Research past invoices
  • Streamline processes
  • Easy import / export

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.

  • Resumes
  • Applications
  • Credit Reports
  • References
  • Fingerprint Records
  • Interview Records
  • Job Descriptions
  • Payroll Records
  • W-9/I-9 Record
  • FMLA Records
  • Workers Comp Records
  • Attendance Policy
  • Employee Handbook
  • Other Employee Records
  • United Way Forms
  • Direct Deposit Agreement
  • 401K
  • Evaluations
  • Pay Increases
  • Disciplinary Records
  • Audits
  • Recognitions
  • Vacation Requests
  • 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.

  • Vendor Records
  • Tax ID Numbers
  • Contact Information
  • Privacy Policies
  • Background Information
  • References
  • Financials
  • Escrow Plans
  • Signed Executed Contracts
  • Contract Renewal Info

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.

  • Compliance Meetings
  • Training Meetings
  • Operations Meetings
  • Budget Meetings
  • Board of Directors Minutes
  • Lending Committee Minutes
  • Holding Company Minutes
  • Risk Management Meetings

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.

  • Training Material
  • Robbery Packets
  • Monetary Instrument Policy
  • Nightly Processes
  • Equipment Manuals
  • Search by Date
  • Search by Topic
  • Security Procedures
  • Teller Cash Handling Policies
  • New Accounts Procedures
  • FDIC Regulations
  • Search by Department
  • 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.

  • Mortgage Backed Securities
  • Pass Through Securities
  • Issued by FNMA/FHLMC
  • Issued by GNMA
  • Asset Backed Securities
  • Image and Search by CUSIP
  • Store and Retrieve by Type
  • Search by Dates
  • Search by Interest Methods
  • 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.

  • Cross-module document storage
  • Improve decision making processes
  • Organize and access all reports
  • View reports by department
  • Search reports by keyword
  • Set internal user authority levels

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