Memorandum of Fees - Accounts Receivable

• Print/View on Screen - List of Solicitors, including contacts, address, phone/fax numbers.
• Print/View on Screen - Summary of all transactions for each solicitor (Solicitor Ledger).
• Print/View on Screen - Automatic Reminder letters to solicitors; details outstanding fees, etc.
• Print/View on Screen - Up to date Register of Matters, incl. Reports on Briefs not Returned.
• Print/View on Screen - Diary showing hearing dates, court, time, notes, etc.
• Print/View on Screen - Work in Progress figures - Timesheets invoiced and not invoiced.
• Print/View on Screen - Memorandum of fees, automatic calculations, incl. discount, etc. also Memoranda of Fees.
• Print/View on Screen - Report showing total fees billed for any specified period.
• Print/View on Screen - Report showing total receipts from solicitors for specified period.
• Print/View on Screen - Receipt (showing all transactions) for forwarding to solicitor.

Don’t forget any billing time. Keep track of actual time spent by entering Timesheets for automatic transfer to Memorandum of Fees (optional). Accepts timesheets for more than one barrister. Gives "Work in Progress" fees.

Know instantly:

• How much is due for each matter; what memos have been rendered; what payments have been received and timesheets still to be rendered as memos.
• The amount of work each solicitor has given you and status of payments.  A graph shows top 10 solicitors by billings.
• How much has been invoiced for any given period and how much has been received during any period.
• View graph showing billing patterns and payments for any given date range. Also Matters that haven’t been invoiced.
• View graph showing work patterns, e.g. 40% Criminal, 60% Workers Compensation for any given date range.
• Export solicitor and matter particulars for use in Word, e.g. Fee Agreements, standard letters. Word templates are included and can be personalised.
• Email memos/reports in PDF format (also allows user to create PDF files in other programs)
• Communications system to record all phone calls, letters, etc. referenced to each Matter
• A dedicated form to show timesheets not invoiced and the ability to "mark" timesheets for automatic conversion to memo of fees.

Expenses - Accounts payable

• Enter all payments made by Barrister from cheque book and bank statement. Provision also exists to itemise payments made for personal investments, e.g. rented properties, farm, etc.
• System automatically calculates GST credits and deducts predefined percentage for personal usage.
• Print/View on Screen - Expenses Ledger - shows details/totals for each expense item for any period
• Print/View on Screen - Cheque list for any specified period - Bank reconciliation feature.
• Print/View on Screen - Non-cheque list (bank debits, periodical payments, etc.) for any period

Features:

• Use Keyboard or mouse - Version 5 suitable for Windows  XP SP2, and Version 4.40 for Windows 95/98, ME, Windows 2000
• Automatically insert often used memo items, e.g. press CTRL+D and "Draft Statement of Claim" is inserted
• Memo of Fees can be forwarded at end of brief or daily, weekly, monthly, etc.
• There is no limit to the number of items entered on each Memo
• No need to purchase pre-printed stationery, programme automatically produces same.
• Letterhead data (e.g. Address, Fax No., DX No., etc.) can be changed by Barrister
• Every report can be viewed on screen or printed
• Keeps complete records of both incoming fees and outgoing expenses
• At the end of the financial year, print a summary of all income for the year, as well as a summary of all expenses for year and hand to your Accountant
• Produces BAS Summary and basic Profit & Loss Report
• There are over 60 extensive reports including GST reconciliation (BAS), Solicitor Ledger, P & L, Invoicing reports, “Reminder” letters, Receipts and Expenses reports. Additionally there are graphs and charts depicting monthly earnings, top ten solicitors, income sorted by areas of practice, etc.
• Developed in Australia for Australian Barristers

The Matter Register is the "heart" of the system. It shows full particulars of matter, including all memos rendered and payments received. Double click on Memo entry and automatically be placed in edit mode to alter particulars of Memo. Know instantly the outstanding amount on any matter. Prepare a Memoranda of Fees by the click of a button. Matters can be excluded from "Reminder letters" or archived when completed.

"The system is an invaluable asset in the efficient management and control of my practice". G. Barry Hall QC

"Designed exclusively for barristers who can’t afford time to chase up accounts and would rather be in court. An absolute must, user friendly and great back up". Clive Steirn SC

"I have found BAS3 easy to use and most reliable. A real bonus has been the facility to categorise all expenditure and then to reconcile computer records against bank statements" Philip Hallen SC

"As a Barrister practising from Chambers located in the western suburbs of Sydney, I rely heavily on the reliability, accuracy, accessibility and inexpensiveness of my "tools of trade". This system, coupled with a generous back up service, more than fulfils my requirements". Hugh Gulpers, Barristers Chambers Liverpool.

"I have been using Di Cook’s Accounting Software for about 7 years. It has been reliable, helpful and easy to use. The system generates all of the reports that I need quickly and easily." Jeremy Gormly.

"I have been using Di Cook’s accounting package for 10 years and have found it invaluable. The latest version has all the features a barrister could want. Rendering fees, keeping track of outstanding fees and recording receipts all become simple tasks. All the information you want is at your fingertips. There is also a very useful system for keeping account of your expenses. Di Cook has always provided excellent back-up for her product." Andrew L. McSpedden

Version 5.80 is available for Windows XP , Vista & Windows 7 - all other IBM Compatible computers under Windows 95, 98, ME 2000  use Version 4.40.  Ideal for use on Notebook computer. Can be standalone or networked. No obligation free demonstration available.

Upgrade from Version 4 - $250 (incl. GST)

Free upgrade from Version 5.0 to 5.80.

Price for new system $1650 (incl GST) - includes ON-SITE installation and 3 hours tuition in your chambers in Sydney - a reduction will be given for interstate barristers where installation/tuition is not available but this will be supplemented by telephone support.  If a group purchase is made in interstate chambers, on-site installation/training is negotiable. There are no on-going costs except for program upgrades or if personalised changes are requested.

Systems are currently in use in NSW, Qld & WA