Program Modules
Accessories Kit
The Accessories Kit is a collection of functions to help streamline the management of insolvency estates.
Common Payees
This function allows you to maintain a list of “payees” commonly used when producing cheques. Selecting a payee is as simple as pointing and clicking; you need not retype the name of the parties to whom you regularly write cheques.
The Common Payees function also allows you to enter alternate payees for your creditors for the purpose of producing dividend cheques. This is especially useful when paying out claims to the provincial and federal government departments.
Deleted Estates
This function maintains a database of estate files that have been deleted from Insolvency Manager allowing you to quickly check on the dates of insolvency and discharge. This eliminates the need for a separate record keeping system. A note field is also available for you to enter a brief note to indicate where in storage the physical records are located.
Forms Tracking
With Forms Tracking, Insolvency Manager enables you to keep track of the forms and documents that have been printed for each estate. This function includes a report option, which is available at any time. With the Forms Tracking module you will always know who got which letter and when.
Requirements
Insolvency Manager BASE Module