Table management
This function enables you to maintain the following tables:
- Suburbs
- Proformas
- Statutes
- Keywords
- Titles
- Activity types
Contacts system
This system includes the following functions:
- Find a person
- Find an organisation
- Maintain legal firms
General ledger system
This system includes the following functions:
- Maintain ledgers, groups and account details
- Post cashbook and journal entries
- Produces trial balance and profit & loss reports
Case system
This system includes the following functions:
- File maintenance which enables you to maintain the following tables
- Courts
- Solicitors
- Cases
- Matters
- Actions
- Find any statute
- List of next actions
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Accounts receivable system
This system includes the following functions:
- Maintain service fees
- Add a new invoice - general ledger and GST support
- invoice
- Process payments
- Process credit notes - general ledger and GST support
- Process RD cheques
- Produce monthly statements
- Financial reports include:
- Outstanding invoices - aged appropriately
- Year to date sales
- Client outstanding balances
- Invoices by matter and by client
- Enquires which include:
- Sales generated by a client
- Money generated for any given service fee
Payable system
This system includes the following functions:
- Maintain credit cards & bank accounts
- Record suppliers and their products
- Maintain purchase orders - automatic general ledger updates
- Purchase order payments - automatic general ledger updates
- Various reports including:
- Product list
- Supplier list
- Purchase orders - all, paid or unpaid
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