Accountant Dashboard
Overview of key financial KPIs, revenue charts, expense breakdowns, and quick actions for daily accounting tasks.
Invoice Management
Create, send, and track client invoices through every stage of the billing workflow — from draft to paid.
Recording Payments
Record full and partial client payments, manage payment methods, and maintain a complete payment history.
Case Expenses
Track, categorise, and report on all expenses incurred on behalf of clients and linked to specific cases.
Treasury & Cash Flow
Monitor firm balances, log treasury transactions, and generate daily, weekly, and monthly cash flow reports.
Custody & Advances
Issue custody amounts to lawyers for case expenses, track spending, and settle balances with receipts.
Office Expenses
Record and monitor all office overhead expenses — recurring and one-time — and compare against monthly budget targets.
Salaries & Payroll
Record monthly salary payments, manage deductions and bonuses, and export payroll summaries for the firm.
Scheduled Payments
Manage recurring financial obligations, track upcoming due dates, and receive alerts for overdue payments.
Retainer Management
Create and manage monthly or fixed retainer agreements with clients, track payments, and monitor usage against retainer balance.