Transaction processing, a dashboard for your client files

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Whatis Whatis

A dashboard that lets you see an overview of your client files that need attention, and create new files when required. At a glance see which months have unallocated transactions or which bank accounts need reconciling.

Review the due dates for activity statements so you can keep your clients' lodgments obligations up-to-date.

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Here's a list of things you can do:

• View status of client files, see more details and create new files.
• Link a client to an online file.
• View the colour coded Unallocated bank transactions.
• Sort the files see who's up-to-date with allocating and reconciling transactions.
• Create coding reports for multiple clients in one go, without needing to open each file.
• Track lodgment of your activity statement.
• Filter and change columns to see what matters most to you.
• Generate reminders and requests for your staff and clients.