Back Office:

Retainers




Back Office retainer features help you manage client retainers and process retainer related transactions such as receipts and bill payments with ease.
When you receive retainer funds from clients you can automatically print a client receipt and deposit slip. Retainers can be applied to client files when you receive them, to client bills, or to both.
When creating a bill you can use retainers to pay them at the time you create the bill or you can apply a retainer payment after the bill has been created
The Client Ledger displays client retainer balances and a complete history of all retainer transactions. You can print retainer ledger history as well as additional client reports that display client retainer history and balances. 

Accounts Receivable




Back Office makes it easy to track and collect receivables by providing Accounts Receivable reports that can be run by lawyer, aging, date range, and minimum balance, in detail or in summary.
Back Office Accounts Receivable Reminders feature lets you generate professional looking reminder letters or reminder statements that can be printed on reminder forms. Generate reminders for specific clients or all clients based on aging limits and minimum balances, with or without interest.
If your firm deals with electronic payments, whether it be credit card payments from clients or electronic file transfers (EFT), you can enter electronic payments in Back Office using the check or receipt functions. You can also create unlimited electronic payment types to help you identify those transactions on reports.

 

Accounts Payable




Back Ofice has a fully integrated accounts payable module that you can use to track and pay accounts payable invoices.
Track firm or client expenses, pay expenses for multiple clients on a single check, print a check to pay one vendor or a check run to pay multiple vendors, partial or full pay invoices by vendor or due date, view or print vendor reports, cash requirements reports, and aging reports.

 

Copyright © 2008 CaribbeanAdvocate.com Home | Front Office | Back Office | Documents