Chartsoft : Practice Management







Friday 30th July 2010

 

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Welcome

Fast

        Integrated

                         Robust

SQL database technology releases resources by:

  • Being totally integrated with
    • Statutory Accounts production
    • Practice Management
    • Client Care database
    • Document Management
    • Management Accounts
    • Bookkeeping
    • Human Resources
    • Invoice Generation
    • Cost Centre Analysis
    • Credit Control
  • Offering unlimited data storage for current and historic data
  • Providing multi-user password protected access to centralised data
  • Utilising the data mining facility for business planning and analysis

Manage staff, WIP simultaneously to meet all deadlines by:

  • Scheduling and allocating resource for new and recurring tasks
  • Viewing these automatically populated tasks within the diary
  • Monitoring WIP against all relevant deadlines
  • Utilising the WIP Management for Multiple
    • Currencies
    • Entities
    • Cost centres

Take advantage of integrated time sheets by:

  • Using timesheets to record WIP and Task Management Automated reminder for each user to update records with planned and unplanned work
  • Recording all activities planned and unplanned
  • Approving integrated expenses sheets on one screen
  • Examining the holiday chart for staff allocation and budgeting
  • Reviewing the integrated calendar for all key dates across any period

        Ensure all billable work is accurately charged by:

  • Using the embedded fee structure
  • Applying your own flexible billing charge
  • Generating on demand billing from integrated time recording system
  • Tightening control over expenses, debtors and creditors
  • Combining WIP with all client files and contact details

        Review and enhance the practice performance by:

  • Examining the integrated database to generate reports to suit your needs
  • This includes:
    • Revenue (Fee Performance plus Profit and Loss)
    • WIP Across Teams
    • Resource
    • And So Much More!!

Save Time    Reduce Costs    Improve Service


Akhtar & Co 11 Regent Place Rugby Warwickshire. CV21 2PJ. Tel: 01788 579449.
Registration Number 3267543 Registered Office 16 Bromleigh Drive Coventry. CV2 5LX.