Drive efficiencies and ensure the smooth operation of your practice with Digita Practice Advanced. The solution supports your desired level of approval for time capture, billing and client correspondence. The Time & Billing functionality provides easy, fast and accurate capture of where staff time is being spent and allows you to maximise productive time and reduce admin.
Comprehensive Time & Billing and Reporting Functionality
Quickly and automatically record time and expenses and bill clients using virtually any billing method, such as fixed-fee, value-add, retainer, etc. Create customised invoices and statements, record and track accounts receivable transactions, and create detailed reports and summaries.
Digita Practice Advanced centralises real-time information into four fully customisable dashboards – Staff, Client, Firm, and Home – so you and your staff can create views that meet your unique needs.
Staff can access personal information, such as their Outlook calendar, mail, and tasks, their list of outstanding projects and tasks, and their schedule with assigned projects, tasks, and Outlook appointments.
All of your client information in a central place so that you and your staff have a single view of contact info, demographic data, work-in-progress (WIP) billing activity, payment history, current balances, and more.
Partners and authorised staff can quickly check the financial status of the firm in one location. Without having to print a report, you can see a real-time on-screen view of the state of receivables, billings, collections, profitability, staff productivity, historical information, and more.
Use the Home Dashboard to display multiple items, such as system information, RSS feeds, web pages, and more.
Standard and Custom Reports
Create and display custom and standard reports on any of the dashboards, giving you instant access to critical information. Expanded functionality lets you add customised charts to several financial reports.
With its easy-to-use custom formatting options, Digita Practice Advanced allows you to create and modify existing standard formats (including content, layout, and appearance), and create new invoices, statements, reports, labels, and letter formats.