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