The system meets and exceeds the requirements prescribed by the Solicitors Accounts Rules, accountants (for audit purposes) and the LAA (for all publicly funded work), with reports that comprehensively cover all standards bodies.
Reports are produced and delivered by email or printout through the system both quickly and easily.
Provided in several modules and completely integrated to our case management software, the system starts at the smaller practice and with its Enterprise Pack serves the larger practice.
”Our Practice Manager and accountants are very happy with Financial Director and how it integrates with the case management side of the software. Instead of having to run multiple systems, we only need to maintain a single system which has clear advantages.’’ Iqbal Jinnah, Partner, JBR Morgan Solicitors
As a sophisticated legal accounting software, Financial Director (FD) is fully equipped with all the standard reports your practice will need. These reports cover areas that affect the practice as a whole such as Key Performance Indicators, as well as specific areas of work such as LAA criminal contract billing.
Open Period Accounting
Financial Director can allow up to 24 periods to be open at any one time, covering the whole of the current and previous financial years. In normal use the current, last and next periods are kept open allowing posting into the current, next and last month.
Automatic Bank Reconciliation
Electronic statements can be downloaded by the user’s bank and set to be automatically reconciled with the computer records. Our legal accounting software can then ‘compare’ the electronic statements and tick items that are reconciled.
User Defined Interest Calculator, Client or Office Account
The interest calculator calculates client account interest in accordance with the SRA rules, on any number of client accounts.
Other features include:
Chart of Accounts & Management Reports
Cheque Printing & Remittance Advice
Automatic Online Bill Submission – CDS Billing
Flexible Ledger Card
Fee earner desktop inside MS Outlook™
Flexible and automated time recording
To see the product in action, please request a NO-OBLIGATION demonstration.