1. Can I break
the work I do down into steps for time capture?
Yes, Matters
which are the whole job you do can be broken down into
further activities or milestones as we call them.
2. Can I
then track these jobs through AdvanceŽ Software?
Yes,
AdvanceŽ Practice Management tracks all work levels
you choose to monitor/record and will tell you
who is working on what so you can track the progress
of work through the practice.
3. What
is involved in updating workflow tracking?
Workflow
tracking is automatically captured and updated
when you do a timesheet. When a job/matter or an
activity/milestone is completed a completed flag
updates the workflow area.
4. What
period do timesheets allow you to work in?
You
can run on any period you choose, weekly, 2 weekly,
monthly etc.
5. Can I
work out of the office easily?
Yes,
Timesheets can be done remotely on a laptop and
emailed to update AdvanceŽ.
6. How flexible
is the fees process? Can I fee periodically,
fee certain clients only, do I need WIP to
be able to get a fee out door?
AdvanceŽ Fees
provides for anyone with the rights to fee, you
select clients based any information held in AdvanceŽ.
You can fee individual jobs/matters, milestones/activities
or the work an individual has done. You don't need
a WIP balance to fee, interim fees allows you fee
out and reconcile with the WIP ledger at a later
date. A Fee selection of clients and specific jobs/matters
can be taken away and worked on remotely without
affecting AdvanceŽ. On your return you update AdvanceŽ fees
before posting and printing them.
7. Can I
get my Calendar time into AdvanceŽ if I don't
use timesheets?
Yes,
AdvanceŽ allows you to move time and appointment
entries between Microsoft Outlook and our Diary
timesheet system.
8. What
information can I record about the job when
I'm doing timesheets?
You
can record WIP narration's for the WIP ledger and
Fee narration's. Both of these are available to
be easily put on the Fee description when Feeing.
9. How do
I sort my different client categories, e.g.
individuals from companies or sole traders
etc?
AdvanceŽ requires
a client type so you can distinguish business entities
from individuals, suppliers, contacts or referrals,
what ever you want to call them.
10. How
much information can I hold about my clients?
You
can hold up to 43 attributes which can be broken
down into further detail. E.g. an interests attribute
listing tennis, golf, fishing etc or Industry,
listing farming, engineering, painting etc.
11. Can
I select groups of clients easily for developing
marketing contact with my clients?
You
can filter client selections by type, attribute
information, addresses, the work you do for them,
literally any information you set up and store
in the client database.
12. How
do I mail out to my clients?
AdvanceŽ integrates
with Microsoft Office with direct links to Word
merge from our database reporting tool. You can
mail out newsletters etc to selected clients based
on the information held in the database.
13. Can
I relate clients such as individuals belonging
to a Trust?
All
relationship types you want can be set up, e.g.
employee to a company you act for, shareholder,
director, spouse, manager etc. Relationships enable
you to switch via this link to each related clients
database information.
14. What
control do I have over how I set up the database?
AdvanceŽ is
structured to be a comprehensive data storage system
with fields that you can set up with the descriptions
you understand or want.
15. How
many places do I have to store client information
to be able to use it for other applications?
AdvanceŽ is
a relational database meaning you only have to
store data in one place for other applications
to use that data.
16. What
Microsoft Windows applications link to AdvanceŽ?
AdvanceŽ utilises
Microsoft Office, Word, Excel, Access and Outlook
services are available throughout the AdvanceŽ modules. |