A central hub to monitor if things are “getting done” in your business. Hygiene is an important part of compliance.
Buttons Explained
AFDS Clients | |
Identify who is due/overdue for Fee Disclosure Statements | |
Fee Disclosure Statements | |
Manage draft AFDS records generated | |
Opt-In Clients | |
Identify Contacts who are due/overdue for Opt-In | |
Opt-In | |
Manage all Opt-In records generated from the previous tile/area | |
Open File Notes | |
Open Files Notes from all users | |
Unmatched Transactions | |
Lists all Unmatched Transactions from revenue imports. Must be kept up to date if you are using the Fee Disclosure Statement features. | |
Import Statements | |
Shows all existing Statement records, allowing quick navigation to start importing your revenue | |
Lodgment Register | |
Jumps to all Lodgment views. Defaults to All Lodgments where Work Started = This FY | |
Activity Oversight | |
Monitor all Appointments requiring Activity Fields and Overdue Outcomes | |
Audit Files | |
Lists all FILES in Audit stage that require completion | |
Task Manager | |
Open Tasks for all users | |