Issue 9/2006

13 December 2006

A Newsletter from LegalSuite Software
 

We wish all our subscribers rest and revitalisation over December if you're taking a break, and good financial fortune if this is the busy time of year for your business. To our Christian subscribers (and those who're not, but follow tradition anyway) - a merry Christmas to you and your loved ones. Remember, time spent with a loved one is more precious than the most expensive gift...

In this issue:
Know your program - LegalSuite Dashboard
 Conveyancing - ACB Codes
Tip of the day - How to SMS a Party or Parties linked to a Matter from the Desktop
Newsflash - New modules available
Thought for the day
Bits and Pieces
Humour Dept
LegalSuite Christmas party - 2006

Know your program

LegalSuite Dashboard

One of the latest additions to our program is the Dashboard, this facility gives a quick concise overview of your practise and will be particularly handy for managers in your firm.

To access this feature you will have to have supervisor security level.

How it works: Click on the printer button at the top of your screen next to the exit button.

The following screen will appear:

Click on the Dashboard button and the dashboard will appear.

The dashboard will be displayed in Microsoft Excel. You will now be able to view a breakdown of the top 5 income, expenditure, cost centres, employees, clients, Matters, creditors etc. per period by clicking on the relevant tabs at the bottom of the screen.

Back To Top

 

Conveyancing
•

ACB Codes

We have been requested by the financial institutions to update our software to validate all ACB codes for ABSA and SBSA bank accounts to ACB 632005 and 051001. i.e. ABSA ACB code 632005 / SBSA ACB code 051001.

This should happen on all ATP messages and Debit order details messages sent to the bank. These changes will reflect in version 4.X.879 or higher of the program.

Back To Top

 

Tip of the Day

How to SMS a Party or Parties linked to a Matter from the Desktop

You are now able to send a SMS message to a Party or Parties linked to a Matter from your Desktop.

How it works:

Tag the relevant Matters on the Desktop and then right-click on one of the Matters to bring up the menu.


Choose "Send SMS Message" and the program will then ask if you want to send and SMS to a Party linked to these Matters, click on "yes".

The following screen will appear, choose a Party (e.g. Defendant).

An SMS message will then be sent to all the Defendants linked to the tagged Matters (who have cell phone numbers in the Address Book).

This can be a very powerful feature if used in conjunction with other areas of the program.

Example #1: If you set up an Alert to tell you which debtors have a PTP's due this week, the program will display the list of Matters (which you can tag). Then go to the Desktop and send them all SMS's simultaneously.

Example #2: You can filter your Matters by all Clients who are over 60 days arrears with their account. Choose Tag All and then send them an SMS.

Back To Top

 

Newsflash

New modules available
 

We are pleased to announce that we now have the FirstRand Finance Company as well as the Mercantile Bank Limited documentation available in LegalSuite.

If you wish to make use of these modules, please contact your LegalSuite sales agent to obtain a quotation.

Please contact our Support Call Centre on: 0861 711150 should you have any queries in this regard.

Back To Top


 

Thought for the day
Christmas gift suggestions:

To your enemy, forgiveness. To an opponent, tolerance. To a friend, your heart. To a customer, service. To all, charity. To every child, a good example.  To yourself, respect.

Back To Top


 

Bits and Pieces
 

 

ATTORNEY CIRCULAR NO. 15/2006 - FIXED RATE ADDENDUM

 

Please take note of the following:

It has come to First Rand Bank's attention that Attorneys are completing the fixed rate addendum that is produced with the vendor packs even if they have not approved a fixed rate and that the fixed rate addendum is being completed incorrectly.

Please read the attached circular and familiarise yourself with the requirements.

*For security reasons this attachment has been removed*

 

ATTORNEY CIRCULAR NO. 13/2006 -

FLEXI BOND OPTION ON HOME LOANS REGISTERED IN THE NAME OF A TRUST
 

Please be advised the the Flexi Bond Option is also available to home loan accounts registered in the name of a Trust.  Where there is more than one trustee, a resolution from all the trustees is required to nominate and authorise a specific trustee to sign and operate the flexi bond facility on behalf of the trust. 

*For security reasons this attachment has been removed*

Back To Top

 

Humour Department

During a revival an evangelist asked people in line what they needed.

One man's request was for his hearing. The evangelist laid a hand on the man's ear, prayed for him, then asked: "How's your hearing?"

The man replied: "I don't know. It's not until next Tuesday."

Back To Top

 

LegalSuite Christmas Party 2006

LegalSuite Christmas Party 2006

As the year is drawing to a close we decided to end it with a bang by attending the Surfing Safari show at the Barnyard Theatre at Gateway.

The show brought back youthful memories to the older crowd and was an eye opener to our younger staff members. We had loads of fun before, during and after the show and dressed in our beach attire we could be easily distinguished from the rest of the crowd.
 

Back To Top

You can view back issues of our Newsletter and the Attorney circulars from the financial institutions on the website at www.legalsuite.co.za. 

If you have any questions, queries or comments about this newsletter, please contact Susan Brown: susan@legalsuite.co.za

To unsubscribe from this newsletter click here

Back To Top