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CLIENT MANAGEMENT  HARDWARE SPECS PERFECT BALANCE ACCOUNTING KEY FEATURES |
A fast client finder takes you directly to the client you need
simply by typing any information you happen to know. The full
client profile is on your screen, so you can view information
regarding your client, their matters, and your financial exposure
to them immediately.
All information is at your finger tips including:
- Name and contact details
- Financial summary and details
- All current and non-current matters
- Notes and comments
Reporting is fast and easy, with an exhaustive range of standard
reports and options that mean you can access information quickly
and continuously. Standard reports include:
- Firm summary; this can be provided by daily email
- Matter balances lists
- Potential Trust transfer
- Fees received by Fee Earner
- Profit & Loss through integrated General Ledger
- Balance Sheet through integrated General Ledger
- Billing and receipts reports
- Aged receivables/debtors
- GST and BAS through integrated General Ledger
In addition to standard management information, PERFECT Balance
2004 provides the ability to export almost any data in a variety
of formats, and to copy/paste screen reports to spreadsheet or
clipboard. Data may then be used in word processing, spreadsheets
and other databases. This extends the value of your to help with
your business planning.
Your data is an integral aspect of your business. Because we understand
its importance and your investment in it, there are extensive
Data Conversion Services available. You can convert your client
data into PERFECT Balance 2004, so you keep your valuable information
without any re-keying. |
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2003 PERFECT Legal Software. All rights reserved. ACN 105 662 557