Manage work for clients with different year ends and deadlines

A fiscal year is basically a one year period used for calculating financial statements related to an organization. It is used as a reference period to adjudge an organization’s recent financial performance. A fiscal year need not coincide with a calendar year. In some countries, the fiscal year is from April 1 to March 31 next year. In others it is 1 July to June 30 next year and in some, it is actually consistent with the calendar year – 1 January to 31 December.

The twisted bit is – in several parts of the world, businesses are allowed to select their own fiscal year! Continue reading

Automate Payment Follow-Ups With Invoice Reminders

If you’ve ever billed a client, and have had to follow up multiple times for pending payments, this post will resonate. Pending payment follow ups – it is one of those things that you absolutely cannot ignore or avoid. It’s your hard earned money at stake after all. It is also one of those things that you don’t really want to spend too much time doing. It sometimes also ends up being one of those things that you avoid doing, out of shyness or out of some misplaced fear of irritating your clients.

Why should you be shy? Why should you not pester a client that does not pay on time? Even if you are trying to protect your long term customer relationship, wouldn’t it be nicer if consistent follow-ups did happen and you could blame it all on some automated system that is doing it! Sign up and check out such a system.

Automate Recurring Invoices

This is an update we ourselves were most eagerly awaiting and we’re thrilled at the way it has turned out. Introducing – a simple way to automate recurring Invoices.

You can now automate the generation of Invoices with a very flexible schedule configurator. If you have plenty of clients that you bill to on a recurring basis and if you are doing it manually, you are definitely definitely doing it wrong, most certainly wasting a lot of time.  Continue reading

Generate A Fully Ready Invoice In One Click

Firmzen has always been focused on 3 core areas – to-do list automation, reminder automation and integrated Invoicing. This is, very broadly, the basic cycle that any Service oriented firm repeats several times for several clients. Planning for work, assigning work, tracking, reminding people involved and finally billing for work (sometimes the other way round, sure).

The more this cycle is optimized, the less time you spend on these operational activities, increasing your capacity to take up more work and subsequently increasing revenues. Continue reading

Intelligent, Auto-Generating, Recurring Tasks

So you create services according to your Practice’s processes. Some of them are processes for on-demand services (such as Incorporation), some scheduled – having departmental deadlines that recur every year. Within a year, a certain activity might repeat several times – monthly / quarterly / half yearly etc. We took all of this into account and gave you the ability to define Services from zilch to whatever complexity might be involved in the procedure and recurrence. In a way, we let you document your Practice.  Continue reading

Assign Work To Designations Instead Of Users

Steps or Sub-Tasks can be assigned to User Designations instead of explicit Users. This implies that when you assign the main Task to a User, Firmzen automatically deduces which Sub-Tasks the User is responsible for and intimates them accordingly. It helps automate work allocation at a granular level without extra effort.

It may not sound like much, but having seen practical examples, this actually automates a lot of work in mid to large sized Practices. It helps you get more organized while reducing the effort required to do so.

Automate Daily, Weekly, Monthly Tasks

With Firmzen’s flexible date specifier, you could easily auto-generate tasks recurring annually, quarterly or monthly.Firmzen now makes it easy to auto-generate daily, weekly or fortnightly Tasks too.

Given the permutations and combinations that you can apply, any complicated recurrence pattern can be represented. For example, you can create a Task recurring – every Monday, every second Saturday & on the 1st of each month!

Set Rules To Automate Task Allotment

Tasks or Sub-Tasks can be allotted to specific users in your team. But going by the automate as much as possible philosophy, Firmzen now enables you to automate work allotment to users based on some pre-configured rules.

If a person in the team handles all work related to a certain Client, you can associate the person with the Client and automate allotment of all related future work to that person. Likewise, if a similar relationship exists between your teammate and a certain type of Service, you can associate the teammate with the Service and all future work related to this Service will be automatically allotted.

A combination of the above can be applied too, to automatically assign all work of type Service X for Clients A, B, C to teammates Y and Z.

Automate 80 Percent Operations By Assigning Recurring Services To Clients Using Matrix

Firmzen is not a traditional project management software. The biggest difference between Firmzen and the Asanas or Basecamps, is that Firmzen excels at recurrence automation and scales well at that.

In industries such as Accounting and Company Law, highly repeatable processes are followed for several thousands of clients, often on a recurring basis. The bigger your workload gets, the more intrusive and difficult it becomes for a traditional task tracking system to handle it. This is the problem Firmzen solves.  Continue reading