Fully integrates Billing/WIP with Fee/Sales Ledger. Fees generated appear against the client’s account for cash allocation, statement generation, reporting and the emailing of statements.
|Complete breakdown of debts||Collate data from WIP modules with open items from Financials to display a full break down of the debt; including fees, time, disbursement and VAT.|
|Change transaction & job status||Change transaction status individually, by job or by client. Apply status changes to a job and optionally update all existing transactions. Allow new transactions to inherit the current job status.|
|Unlimited diary notes||Notes added to status changes are unlimited. There is not fixed length and can contain any relevant text.|
|Record promise and follow-ups||Transactions status changes can optionally record follow-up dates and promise payments. Use these to monitor and compare the progress of the debt.|
|Auto-generate work lists||Automatically construct work lists for credit control personnel based on status code and follow-up date|
|Multi-currency display||Transactions are flagged with an appropriate indicator for the billed currency.|