Description: Fee Tracker
Status: Effective immediately NEW
Date: 21 August 2019
Dynamic interface: Two
Version: 2.0.1.115
Explanation:
Fee Tracker is a visual production metric report. Designed to monitor productivity, it provides insight into several key performance indicators. This report is emailed to the operator using MSO_Notify and MS Outlook.
Fee Tracker provides an easily readable graphic report, in vibrant colours, easily read on a mobile phone.
Metrics are productivity focused and include:
- Fees: Month to Date
- Fees: Year to Date Analysis
- Monthly Fee Target
- Billing Rates: Day and File
- Accounts Receivable
- Fee Book
End User display is dependent on the device used.
Requirements
- Config > System Configuration. The My Dynamic tab requires a valid email address in the Email Report box.
- Budget Target for each Income account: Open or Amend Nominal Ledger accounts
- Requires local installation of MS Outlook.
Description: Fee Book: Import Hours Keeper Timesheet
Status: Effective immediately NEW
Date: 21 August 2019
Dynamic interface: Two
Version: 2.0.1.115
Explanation:
Hours Keeper is a leading mobile productivity app. It allows capturing time to the minute for any range of activities. The new functionality allows importing the Hours Keeper timesheet from CSV directly into the Fee Book, where it can then be further manipulated. This is a great step for mobile time tracking and billing!
The design is such that the default Hours Keeper downloaded CSV can be imported into Dynamic directly. No need to edit the CSV before import!
Available on the Apple App Store and from Google PlayStore for Android.
Description: VAT ledger account pre-setting
Status: Effective immediately NEW
Date: 21 August 2019
Dynamic interface: Two
Version: 2.0.1.115
Explanation:
Pre-setting accounts to accommodate for VAT is now possible. Example a specific ledger account, such Salaries & Wages should default to No VAT. This is now possible. User override remains possible.
Description: VAT settings
Status: Effective immediately
Date: 21 August 2019
Dynamic interface: Two
Version: 2.0.1.115
Explanation:
Setting VAT once will now roll out to all users. Access Config as usual, change as necessary, Okay to save. Then Refresh Bookset & Folders to get VAt settings from cloud.
Dynamic