- Manage employees details
- Automatic user account creation for each employee added
- Create teams by defining team members
- Add basic client info, assign vat category to client, choose the account manager, and define the services provided to him.
- Connect contacts, files and bank accounts associated with the client.
- Connect processes templates with the client.
- Manage bearer cheques.
- Create your own process templates - choose the activities related to the process
- Define whether or not the process is recurring and the recurrence period (e.g. monthly, yearly, semester, and quarterly)
- Define task priority and set reminders
- The current VAT categories (A,B,C) and the starting and ending months are included
- Ability to add new categories or modify existing ones
- Process recurrence based on the VAT category of the client
- Assign employees, deadlines, fees, estimated fees and priority
- View assigned pending process activities
- Set activity action (pending, ignore, cancel, done)
- Accounting report - View the completed, uncompleted processes per account manager per year and the total estimated fee, actual fee and invoiced fee.
- Uncompleted processes - View processes that have started but not yet finished
- Pending processes - View processes assigned to employees that have not yet started
- Assigned current activity: View your immediate next activity to do in the process
- Deadlines: View processes that have exceeded or are about to exceed the deadline date