Workflow Management & Tasking
From Pre-Appointment to Finalisation and everything in between.
Our workflows & tasking integrate permission controls & quick allocation of tasks to ensure that your cases are moving efficiently.
Developed to assist with Corporate & Personal Insolvency Appointments & Advisory Services.
Easily enter time entries for each task and monitor case WIP positions.
Time entries automatically link to billings, invoices and fee approvals.
Swiftly export time for reporting purposes.
Time Recording
Quickly & easily allocate receipts & payments to the relevant accounts, with workflows included.
Automatic duplicate entry checks & bank reconciliation.
Reduce Treasury requirements with outlay payments directly allocated on a Case.
Simple Chart of Accounts & automatically generated BAS/5602/3.
Accounting
Customer Relationship Management
Track interactions with contacts, log phone calls, emails, catch ups.
Contact associations easily identify relationships to cases, companies, individuals etc.
Quick reporting to identify top referrers or payments from cases to firms/individuals.