Implementation & Support
We are pleased to announce that our once Junior Developer, Tom Colling has now completed 4 years with Innovation Software. During which time he has shown great commitment and enthusiasm, taking on challenges that have certainly thrown him in at the deep-end. From assisting with configuration workshops, performing implementations, to hosting training sessions—we have a mini Paul in the making. We are very happy to promote him to Implementation & Support Consultant and look forward to many more successful years ahead—and perhaps one or two “bring your dog to work” days!
New Interface—
For iManage 10
We are pleased to announce that we have introduced a new interface for iManage. The iManage Universal Interface supports the uploading and downloading of files to iManage 10 and above, and is far more consistent at moving your files in and out of iManage; at bulk, on a schedule and from multiple sources.
When sending automated reminder letters, statements or emails through CreditForce, the iManage Universal Interface will automatically file the documents into the appropriate client / matter folder. The storing and retrieving of files has never been simpler.
New Interface—
For BillBlast
We have introduced a new interface for Aderant’s eBilling service—BillBlast. Bring your eBilling updates into the Invoice view within CreditForce to stay informed on your invoice’s eBilling status. The BillBlast Interface for CreditForce will display the statuses directly from Aderant, together with the last note available. Never miss a trick with the CreditForce BiillBlast Interface.
New Application—
GLUEON Transporter
The best ideas always spark from conversations we have with our clients and so was the case with our latest time-saving application.We were talking with a Revenue Manager about how much time their collections team waste copying and pasting notes from a spreadsheet back into CreditForce. Each time they held a partner meeting, to receive an update on the aged debt they were managing, they would navigate to the invoice view in CreditForce, filter by partner and export to Excel. They would then take their spreadsheet to the meeting and type in their notes. Once the meeting had finished, they would review the spreadsheet and copy / paste the notes back into CreditForce—how absolutely time-exhausting!So we developed the GLUEON Transporter, a nifty time-saving application designed to enable the content of the collector's spreadsheet to be loaded automatically into CreditForce.
Use CreditForce to generate a report in Excel to include data from either the Invoice, Working Capital or Cashiers view
Take the spreadsheet to Partner meetings and type in your notes and updates
or
Use the automated batch reporting to generate the reports automatically and email to the Partners directly for them to update
The GLUEON Transporter can then be used to upload the updates from the spreadsheet back into CreditForce all in one go
Eliminate the need for copy-pasting time-wasting with the GLUEON Transporter.
Notify, despatch &
Track
Our Development Team here at Innovation Software are forever conjuring up innovative ways to make your life easier, save you time and ultimately increase your team's productivity levels. Another of our latest offerings are a number of tools centred around email that we have aptly named: MailForce.
Notify When an invoice has been raised in the host PMS or accounting system, CreditForce will automatically send an email notification to the fee earner, partner or secretary that the invoice is ready to be despatched.
Despatch The despatch tracking service allows us to track when invoices have been despatched by the fee earner, partner or secretary via the use of a centralised mailbox. The service uses the detail of the email and the attachment(s) to match to the relevant invoices in CreditForce and record the date it was sent as a despatch date (which can be used to drive workflow). It gets even better - the email address that the invoice was sent to gets set as the default email address for all further chasing, making it even easier for your collectors to chase the right people for payment.
Track CreditForce will store and track a copy of the invoice sent, together with each related email transaction in the communications history, so information about the invoice can be easily tracked and retrieved. Even if the email is deleted in Outlook our clever email tracking service will store a carbon copy in CreditForce that cannot be overwritten.
Elite 3E—
Cloud ready
We are pleased to announce that CreditForce is ready to migrate with you to the cloud. If you are one of the many Law Firms thinking of making the switch to Elite’s new cloud-based platform, we are ready to make the switch with you. Speak to us today about migrating.
For more information about all our products and services in the CreditForce range, please click here or request a demo.
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