AJS Version 5 Release (PART 2)

And it’s all about efficiency.

You may be wondering – what is the point of these articles? Who are we talking to? Is there any value in disseminating this information to the general public?

And you would have a point – because what are we really trying to achieve?

Well, to us at least, these articles are all about keeping readers informed, they’re all about letting our clients – and potential clients – know that we are a company that listens. We are a company that takes the feedback from our clients (and would-be clients) seriously. We are a company that takes criticism as “next steps,” on how we can better ourselves and to what next level we can take our product offerings. Which, from where we are seated, has endless possibilities – and that gets us excited.

Excited about what we do, excited about what we offer and how we offer it and excited about what we can do for your firm. Because with AJS on your team, the only direction you can go is to the Stars – whatever you dream for your firm, AJS can help you get there.

For our prospective clients or interested readers, we hope that in showing our ongoing work and devotion to our craft (and our products) will pique your interest – because surely a company that takes feedback from their clients and implements improvements and changes (for the better) –

• Is a company worth partnering with.
• Is a company that will have your best interests truly at heart.
• Is a company that will have your back and help you get to the next level.
• Is a company worth getting in touch with just to see what they offer.
• Is a company that will treat you as part of their family and not just another number.

And we look after our AJS family.

So, by providing information on solutions to common day-to-day frustrations that many legal practitioners have in the field, we hope that you will consider us as part of your team – always available, always listening and always there to help solve your workflow problems and accounting frustrations.

So, trust in the information, trust in the fact that we are always working on ourselves and trust that we have your back. Period.

What Else Version 5 has in Store for You

1.   Accounts Watchlist – are you tired of letting your matters slip through the cracks (let’s be honest, we are all human and sometimes matters not top of mind, can sometimes slip through the cracks). Well, we have the solution for you! With our Version 5 update you can now create a watchlist of accounts that can be accessed from the quick view menu, search menu or a dashboard widget. This not only saves time but allows quick access to the accounts that you are currently working on – no more will your matters slip through the cracks!

2.   Fees & Billing – fees and billing are always such a hassle, especially when you have targets to meet. So, we have made some clever changes to our fees and billing tab that will make jour job that much easier. You can now –

• Run a job to convert Work In Prpgress to cover the credit only,
• Additional Recurring Billing intervals – you can add schedule intervals for recurring billing both bi-annually (every 6 months) or quarterly (every 3 months),
• You can now set the system to prevent immediate updating of fees dated after the month-end date.
• Invoice and statement encryption (documents will require a password to open).
• Option to select a different template when reprinting an invoice.

3.   Auditor Portal – annual audits can be such a drag, and they can take you away from valuable worktime. With the new auditor’s portal, auditors have access to the information that they require – without having to ask. What a pleasure! You can send an invitation to the contact to register for the auditor portal. The contact will then run selected reports, or view account enquiries (current year & previous year) and attachments (selected types). The portal is updated every 10 minutes with changes made on the AJS database.

4.   Account Verification Service (AVS) – nowadays data and personal information is the centre of all of our concerns. And this is no more evident than when making a payment. With  Version 5 you have complete peace of mind – with AVS your account, your information and your personal data is secure. You only need to verify your account once (done when paying a contact). Thereafter you will only need to verify your account details when making a payment with custom banking details OR when adding banking details to the contact.

5.   Requisitions & Release Payments – the issue with payment requisitions is the constant need to follow up – has the payment been done? Where are we? And what’s happening? With the Version 5 updates you can now see the status of your payment requisitions from a Quick View Action drop-down list option – no need to constantly follow up. You can now view current requisitions or the history of recent requisitions. You can change the authorisation group for your own requisitions, or with a permission change the authorisation group for requisitions created by others. Easy peasy lemon squeezy.

With all that said we hope you will give AJS some thought – whether it’s additional training you or whether it’s just to see how we can take your law firm from doing ok to doing extraordinary well – we are always available to meet your needs and exceed your expectations.

Ready to incorporate a new or upgraded tool into your existing accounting and practice management suite? Need to start from scratch? Get in touch with us to see how we can best support your strategic goal. We have the right combination of systems, resources, and business partnerships to assist you with incorporating supportive legal technology into your practice. Effortlessly!

AJS is always here to help you, wherever and whenever possible!

If you missed the first article on what is new in AJS version 5 then please click here to read it.

– Written by Alicia Koch on behalf of AJS