Overview

Practice Manager is an extremely comprehensive solution providing Sales Ledger, Purchase Ledger and Time and Disbursement recording capabilities to meet and exceed the requirements of clients across many industries all over the world.

Below is a brief overview of what our clients need from ViewPoint and some examples of how their needs are met and more often than not exceeded.

• Comprehensive 'Multi' Solution
  

  Practice Manager is a truly a multi solution; it is, multi user, multi currency; multi revenue company, multi-price list, multi lingual invoice, multi service level, multi matter/mandate, multi invoices level, multi status, multi template.

• Promote Accuracy and Efficiency
  

  The batch generation of invoices for WIP and recurring fee billing makes periodic billing runs as simple and efficient as they can possibly be. Batch generation coupled with the unique approval options and draft invoice features of Practice Manager enable invoices to be prepared, edited and verified before posting – virtually eliminating the need for Credit Notes – and helping to ensure client receive accurate fee notes

• Documentation
  

  Each Revenue entity has its own unique set of document templates e.g. invoices, statements, receipts etc. The templates are based in Microsoft Word and can be customised in both the format and the content of the details included.

• Simplifying Change Management
  

  If a fee is changed in the Master Service library the change can be globally or selectively updated throughout the system. Additionally each client can have client specific fees to provide complete control.

• Easy Debtor Management
  

  The on screen debtor analysis provides an instant view on the debtor position of all or selective clients or files. In addition there are a variety of standard or customisable reports. Debtors can be viewed by client / structure, invoice recipient, individual file, matter or specific invoice. To provide complete control the status of a particular file can be set to prevent additional time or sales ledger transactions to be made on selected files.

• Flexible
  

  To cater for the most demanding user requirements Practice Manager contains a number of advanced features e.g. automated billing profile configuration, file reviews, government fee management etc. Each of these features are optional so that the each client may select which features are relevant to their requirements.

• Integration
  

  Providing a seamless comprehensive solution practice manager integrates with all other modules, examples of integration are Administrator Manager – Automatic bill profile configuration based on jurisdiction, entity type, officers, registered office etc., Client Accountant – Automatic posting of Sales and Purchase Ledger journals to Internal and Client Accounts Document Manager – Automatic storing of generated invoices, and statements to Document Manager