Features
Data mining: Want to know which source of referral has generated the most fees? By age, Postal code, occupation or trustee? Find out where revenue is coming from or many other data related questions by using 3 dimensional data mining tools.
In File Related Documents, Ascend tracks all other electronic documents for an estate, such as word, excel and .pdf. Recall and modify these files from within the program. Never lose an electronic file, and eliminate costly searching time.
Automated User Defined Reminders allow the firm to customize alarms and alerts by estate and proceeding type, and have these appear at log on for the administrator, clerk or Trustee associated with the estate. Keep on top of essential activities without the hassle of paper files and external control documents.
Use Milestone Reports to manage what really matters. Keep track of overdue payments, missed counselling sessions, 170 Report completions, missed tax assessments or income and expense reports, and many other critical deadlines. Eliminate manual controls and external tracking systems.
Bar-coded Monthly Income and Expense Budget Sheets enable the firm to quickly monitor the receipt of these documents. This function can easily be done by a non-insolvency staff, freeing up knowledge workers for more complex activities.
Eliminate duplicate keying and offline manual calculations and related errors with the on screen 170 Report. Save paper and lost files by using the locking feature and have the Trustee review the file on screen.
Ascend automatically tracks the status of a file and outstanding items and displays this information on screen in real time with the R&D Checklist function. Eliminate the need to constantly revisit the paper file, and external control checklists.
Enable front office staff to answer the most common questions for any estate with the Global Common Questions function, and free up valuable knowledge worker time for more important work.
Use Conversation Notes to keep a running diary of all calls made to or from the firm related to an estate. When needed, these can be printed to be included in the working paper file. Eliminate lost paper and ensure completeness in a file.
Keep track of phone numbers and e-mail addresses for an unlimited number of Contacts per estate in Ascend and eliminate the need for paper files and lost information.
Custom User Forms can be created in Word, and included in print bundles. Individual documents can be edited on the fly, and then saved electronically. This simple technique allows for custom letterhead, and all the other functions of word, saving time and elimination of external systems.
Robust Estate Management Reports such as Projected Proposal Payout Schedule, Open files, Asset Disposition, and Details of the status of Bank Reconciliations improve efficiency in the management of estates throughout the process.
A number of small tools such as convert paycheque to monthly income calculator, Superintendent's standard for surplus income calculator, Business income calculator (based on the CRA T2124), and the automatic saving of the file name used in e-filing all work together to make productivity gains in every file.
Ascend improves efficiency in Banking and eliminates errors by having the knowledge worker on the file create the accounting for receipts once at the beginning of an administration. Post-dated cheques are tracked and flow through the system automatically to the bank deposit function. Automated bank deposit slips eliminate manual preparation. Cheques for multiple bank accounts can be printed simultaneously, and multiple bank accounts can be assigned to an individual estate. Receivership banking does not require a separate module. The chart of accounts can accommodate 10,000 customizable accounts.