ROCKBELL CLIENT ACCOUNT

ROCKBELL CLIENT ACCOUNT has been specially designed to make life easier for legal firms. It is a software that will maintain and manage your clients’ accounts more effectively than ever before.

FEATURES

• Account maintenance (e.g. clients’ bank account)
• Clients’ case file maintenance
• Case file categorisation with user-defined fields
• Organisation of transaction batches
• Scanning of batches
• Checking of transactions
• Foreign currency
• Transaction monitoring (by case file)
• Transaction monitoring (by project)
• Printing of official receipts
• Printing of payment invoices
• Year-end processing
• Menu control manager

REPORTS

• Batch summary
• Trial balance
• Transaction listings by batch
• Clients’ account balances
• Bank account balances
• Other account balances
• Bank reconciliation statement
• Tax listing
• Project reports
• Printing of transaction summary
• Printing of statement by case files

BENEFITS

• Paperless maintenance and record of client information
• Simple and reliable retrieval of critical information
• Complete entry of clients’ account transactions
• Easy steps to maintain and print account statements
• Effortless trial balance and reconciliation methods