Accounts/PMS
Drill-down Enquiries
- Locate files quickly and easily using 'query-by-example' on client name, matter description ,fee earner code etc.. Also locate recently used files with one click from Previous list.
- Enquiry provides fee earner overview showing all main balances with drill down for more detailed information on Financial, Time and Billing details.
- Financial enquiry provides further drill down to individual ledgers for office, client, disbursement, deposit, bills etc with running balances.
- Time enquiry provides further drill down for analysis by fee earner, activity code , billed, unbilled etc.
- All displays provide a final 'drill down' to the individual transaction or time entry posting details (see above).
- Alternately coloured and lined grid (blue and white) makes it easy to see across the ledger (unlike an all white background).
- Each fee earner can personalise their own enquiry system to customise initial display (i.e. overview balance screen or transaction list) display/ignore reversals, show a 1 or 2 line display, change sequence of transactions or increase/reduce individual field sizes just like a standard Windows application.
- Fee earner can quickly produce a printed copy of financial ledger, time ledger or billing guide from program menu with two clicks.
- Money Laundering controls show red if system does not have the required confirmation that checks have been done.
- Purely an 'enquiry-only' facility so no changes or amendments can be made by unauthorized members of staff.