Capture and approve or reject.
all debtors and wip transactions.
all maintenance.

planning module.
budgeting module.
full calendar timesheets.
overtime management and ledger
leave management, ledger and calendar view planning reports.
expense claims with upload of supporting documents.

automated email notifications.
no extra costs per transaction.
missing or incomplete timesheets.
leave and expense claims
rejected transactions including fees
invoices, credit notes, receipts, time,overtime, leave and expenses, with reasons

email statements, invoices and credit. notes directly to clients with one click.
no extra costs per transaction.
once off on the fly or bulk.
audit trail and track status

company | country | groups |office (including VAT entities)
3 management levels.
service and sub service lines
business and user categories
entity types
multi-currency
custom fields as required

approve or reject
allow different manager per transaction type
time, overtime, leave, expenses, fees, fee reversals, invoices, credit notes or receipts with rejection narrations (sent to requestor via email).
leave management, ledger and monthly planning reports
expense claims (with upload and review of supporting documents)

manage staff profitability, not just productivity.
produce Open Item, Balance Forward or a combination of fees.
report on time recovered through billings, not simply time charged.

use customised corporate identity on debtors documents.
customise documents depending on transaction office within an entity.

maintain charge out rates in advance.

capture, submit, reject or approve.
single entries, daily, weekly, monthly or any combination of entries for time
expense, fees, credit notes or receipts

open item or unallocated receipts.
captured in one screen
one click to allocate, de-allocate or reallocate entries, with full audit trail.

main and sub projects.
templates subprojects
daily staff and expense project budgets.

setup standard statement email body messages.
setup standard fee narrations

ALL reports are date driven (past and future)
controls
analysis
transactional
pivot
ODBC

first vendor in RSA to implement new Companies Act 2008 and CIPC forms.

all transactions, including share split and conversions of share classes are retained.

click to convert to no-par, transfer, split, replace shares
full history

multi share classes.
allotments.
reverse allotments.
redeem shares.
premium reductions.
buy backs.
debentures and linked debentures.
full history.

calculate and report, plus mail merge.

maintain and advise on rotation.

declaration of interest in contracts.

includes special resolutions.
register of sessions and pledgers
interest register.
land and building register.
register of transfer secretaries.

track all outstanding documents.
requiring action or your attention.
track whether submitted to CIPC, with tracking number.
track whether registered by CIPC.

name reservations made easy.

5 sticky notes per register.

FICA documents, signed forms and contracts can be attached to individuals and entities, securely uploaded for viewing from anywhere.

access portal for clients to print register or info sheets online.

new CIPC CoR forms, old CIPRO CM/CK forms, form fillers, custom letters including directors, officers, secretaries and auditors appointment or resignation.

mail merge data of shareholders for AGMs and more.

click to swop.

rich text letter templates.

company formations made easy.
template setup
produce all relevant forms

convert CC to PTY

full eFiling integration
open and maintain taxpayer records directly
request, manage and submit provisional tax directly
IT12/14

calculate or print IRP6

manage individual transactions or batch process.

feature rich letter editor.

complete feedback from SARS eFiling on status and errors of transactions.

full logs of all transactions.

eFiling request, manage and submit provisional tax directly.
capture manual return history.
listings, reports and IRP6 printing.
capture and review payments on the same screen

capture both on one screen (as well as the corresponding assessment payment)
review differences side by side on one screen.
capture and review payments on the same screen

payment capture made easy

capture and manage

review client information per year, showing return type hierarchy
  2013 PT –P1 –Pd
  2012 AR –AS Pd