- Industry-ready
versions of our software are available for Financial Services, Legal
& Professional, and Project-Based industries fully integrated
with the leading industry specific accounting and administration systems
such as Elite, Ultima, Unison etc.
- The
software uses the same language and technical terms, offers a wide
range of industry specific features, and vastly assists user efficiency
The
Insurance and Financial Services Sectors
We reflect the specific requirements of Insurance and Financial Services
companies, integrating with 3rd party Front and Back Office Policy and
Underwriting systems, DIP and COLD, for other financial products. Functionality
is provided for :-
- Individual
policy holder and broker/agency collections, with drill down facilities
to policy details
- Consumer
credit and finance agreements
The
Legal Professional Edition
The software
provides totally self contained functionality for all aspects of Client
Management including Case and Credit Management functionality. It is
considerably more flexible, generally faster, and far less expensive
than the per seat licences of the host systems to which we connect.
Live
Link to Your Practice Management, Accounts and Time Records
In addition to linking to your Accounts Receivable data, we also link
directly to your Time and Fee Earner records, proving efficient drill
down into the originating data.
You can
drill down directly to:-
- The
fee note
- The
billed time details (and any unbilled time too)
- Cost
details
- Multi-payer
details, if applicable, and all other transactions for which the paying
party is responsible
- The
matter details - billed and un-billed time records and costs
- Any
Trust or Client account, if applicable
- Costs
Incurred and billed/unbilled
Debtor Reporting
CreditForce
R/6 Aged Debtors Reports have been enhanced to include facilities to
report by Fee Earner, Billing Partner, Department and responsible paying
party for multi-payer accounts. These filters are provided in addition
to the comprehensive range of selection criteria already available for
generating Aged Receivable reports.
|
