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◭ PRACTICE COMPLIANCE

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
 

 

 

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