Partner & Manager Dashboard
FeeSynergy Collect delivers a tailored feature rich dashboard which provide real time insights and analytics into the firms’ debtors. The Partner Dashboard provides fast click through transparency to the complete debtor ledger and a granular view at partner level.
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FeeSynergy Partner & Manager Dashboard ticks all the boxes...
At a glance the dashboard provides all key metrics which show how effectively the credit management function is working in the firm.
Debtor Management
- Outstanding and overdue invoice values
- Debtors by ageing
- Aged debtor trend
- Average debtor days
- Credit management activities tracking
- Reminders sent and opened
Engagement Letters and Proposals
- Engagements by partner/manager
- Engagements sent and awaiting digital signature
- Engagements received
- Engagements ending soon
Credit Insights
- Equifax credit scores
- Client average day to pay
- Clients by risk type
- Data analytics
From the dashboard, you are only a click away from a full range of reports and access to full debtor information. Automated emails are sent to the leadership team weekly summarising the current debt position and activities for the week. These tools mean you get a clear view of the big picture and the detail without any effort.
FeeSynergy Collect Questions
FeeSynergy Collect is very secure. It is regularly independently penetration tested by Australia’s leading information security company. All data is hosted and supported in PCI/DSS compliant Amazon Web Services (AWS) data centres located in Australia
No. All FeeSynergy software is implemented by FeeSynergy’s highly experienced team.
FeeSynergy Collect can be implemented in as little as 2 weeks however we suggest allowing 4-6 weeks. This is not a big IT project … the experienced FeeSynergy team do all the heavy lifting to ensure that the implementation runs smoothly.
FeeSynergy Collect is a SaaS offering. Pricing is based on the firm’s annual turnover. The return on investment (ROI) is usually within 3 months of go-live.
