"As time goes by my enthusiasm for the programme only increases. The benefits of this programme to our practice are substantial. Not only do we have our trust account (including term deposits) totally up-to-date all the time but our control of debtors, trust advances and disbursements has improved dramatically. The ease with which we can obtain ledger printouts, trust accounts and the like is also something that we find of particular value.

Colin Cochrane, McBreens. Hamilton.

juniorPartner Module Two

ACCOUNTS RENDERED - GST - CASHBOOK

 

The AR, GST and CashBook features of juniorPartner are in this one module. It is designed to help keep you on top of your debtors and carry out basic private ledger functions. Every effort has been made to keep the CashBook module as simple as possible. There's special export routine to export transactions from juniorPartner into popular GL programmes should you need the extra level of analysis

 

ACCOUNTS RENDERED:

This module turns bills created in Module One into GST invoices and debts owed.

 

AGED DEBTORS:

Obtain an Aged Debtor Balances report, sort out the 30-60-90 day defaulters, follow up with reminder letter and phone call.

 

MONTHLY STATEMENTS:

Automatically prints Monthly Statements to clients.

 

CASHBOOK OFFICE ACCOUNT:

Takes care of the firm's private Cashbook Ledger spending for the year. Set up Automatic Payments, GST inclusive and non GST ledgers.

 

FEE PAYMENTS:

Payments of Fees (accounts rendered) simplified. Fee payments are automatically journalled from Trust for those practices with a Trust Account.

 

INCOME & EXPENDITURE:

Measure your income and expenditure, establish Budgets and produce reports comparing performance for month, year to date and previous year to date.

 

GST REPORTS:

Comprehensive GST reports make it easy to complete GST returns.

 

EXPORT:

To MYOB, NZAGOLD, BestBooks, MS Excel, Etc for more detailed analysis.

 

 

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