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KEY FEATURES HARDWARE SPECS PERFECT BALANCE ACCOUNTING CLIENT MANAGEMENT |
The most important aspect of any accounting management solution
is that it saves you time and adds profit to your bottom line.
PERFECT Balance 2004 provides a high degree of automation throughout
your practice, so the quality and consistency of your firm's output
improves, the level of billings for each member of your staff
rises and your productivity increases. We also recognise that
every legal practice is different, so we provide the options you
need to configure the software to work as you require.
- Integrated ledgers for trusts, debtors, disbursements &
WIP
- View all financial data at a glance
- Prints file cover sheets through LEAP Documents
- Integration with document folders and task management through
LEAP Documents
- Critical date management for matter tracking through LEAP
Documents
- Instant ledger card and account balances
- Online timesheet entry
- Automatic timer with pause
- Multiple rates and fixed scale items
- Compares to budgets for fee earners
- Flexible drill-down into timesheets
- A new quick and easy-to-use interface
- Multi-window capabilities i.e. more than one matter open
or even more than one transaction open at the same time
- Easy-to-remember keyboard shortcuts
- Total client management from one screen
- Complete integrated billing process
- Create bills in Microsoft Word, allowing multiple billing
formats and significant flexibility
- Combines time and disbursements on bill
- Integrate Trust and disbursements with billing
- Easy to create and include new entries
- All searches and property inquiries ordered through LEAP
Disbursement Management automatically recorded as cost recoveries
- In-depth analysis of fees billed
- Breakdown by matter type, solicitor, branch
- Profit & Loss, Balance Sheet through integrated General
Ledger
- Aged receivables/debtors
- Fee write-offs
- Microsoft SQL Server database: faster, more robust and
much greater reporting capabilities than most other systems
currently available
- Invoice and receipt reporting
- Statements for overdue accounts
- Fully integrated with General Ledger
- One step payment of invoices from trust
- Prints cheques and receipts with layout options
- On-screen easy bank reconciliation
- Prevents overdrawn matters through authorisations
- Automatic cheque clearance
- Transit Register
- Auto cheque printing
- Allow for anticipated disbursements and supplier payments
- Non-cash disbursement recovery
- Integrate with General Ledger and Debtors
- Update matter ledger card instantly
- Bank reconciliations can be closed at any time without
losing information; when reopened the marked transactions
will still appear
- Tracks GST on trust payments
- Tracks ABN on supplier invoice
- Assists with producing BAS
- Supports cash or accrual BAS
- Profit & Loss and Balance sheet
- Supports cash or accrual accounting
- Supports multiple divisions
- Allows multiple companies
- Payroll management
- Superannuation reporting
- Store investment details, dates, rates and financial institutions
- Investment ledgers and reports for all matters
- Auditing standards compliance
- Funds can be transferred between trust and office in a
simple automated process
- Track outstanding invoices
- Simple cheque and remittance generation
- Complete configurable password/security system
- Support multiple company data files
- Client and matter information only entered once but seen in both systems
- View the trust, time and debtor balances whilst in LEAP Documents
- Time and Cost Recoveries entered into LEAP Documents automatically sent to PERFECT Balance
- Records all disbursements ordered through LEAP Disbursement
Management eg title searches, pest and building reports, surveys
etc and automatically sends this information to PERFECT Balance
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