Management & Financial Reporting

One of the most important areas of your software is the ability to produce all of the necessary reports to enable thorough financial management. Our reports can be initially previewed on screen prior to printing and where required, a summarised or detailed analysis obtained. Graphical representation is also available on certain reports. Starting with summaries, you are given the ability to hone in on details for specific areas of concern. This ensures the smooth running of your business and gives forewarning of impending problems, allowing time for preventative measure to be implemented.

The majority of our reports can be exported to CSV or Excel format for additional manipulation.


Financial

•    Audit List
•    Cash book with variable sequence and date selection
•    Historical cash book from archived bank data
•    Conventional trial balance
•    Profit and loss—firm, branch, department
•    Balance Sheet - Consolidated
•    Aged debt summary by earner or firm
•    Outstanding bills detail - Debt letters (summons and thereafter case managed)
•    Criminal forms automatic production
•    Average case cost analysis
•    Consolidated matter report
•    Costs variance analysis
•    Automatic VAT returns and Input/Output VAT detail
•    Aged creditors
•    Purchase analysis by supplier
•    Reprint previous periods / years reports

Management
 
•    This year/last year comparison
•    Departmental Budget comparison
•    Matter analysis:
- user defined selection criteria
- user defined report content
- user defined report sequence
•    Earner Fees analysis
•    Earner profitability
•    Earner productivity / work in progress movement
•    Work type analysis of fees / profit
•    New client, matter, and closed matter analysis by earner and/or work type
•    Departmental profit and loss, Debtors / WIP Analysis
•    Stage by Stage Analysis of all fee earners cases at any time