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Version 3 Enhancements

Patch 3090 Enhancements

Major Enhancements Details
Advanced Lettering
  • Previously only available as an add-on for $499
  • Attach more than one contact to a matter
  • Tag multiple records and generate a letter for each all at once
  • Includes Document Packs which allows you to define a group of documents so you can generate them all together (eg. an Invoice Pack might include an envelope, a cover letter and the invoice.)
  • Combine Tagging with Document Packs (eg. you can generate a chaser pack (envelope, chaser letter, original invoice) for every invoice that is overdue by Tagging each of those invoices.)
Post to MYOB Software
  • Previously only available as an add-on for $249
  • Allows you to export all your financial data to MYOB
  • Can post to the following versions of MYOB:
    • Premier 6 thru 9
    • Accounting 12 thru 15
    • Accounting Plus 12 thru 15
New Diary System
  • The new Diary system is interactive so it can be used by you, as well as your secretary and your clerk.
  • Free SILQ for Clerks version in v3.0 means your clerk can both view and edit your diary simultaneously
  • Allows viewing of information in daily, weekly and monthly views.
  • Includes electronic reminders so you don't forget your appointments
  • Supports recurring appointments
  • Filter appointments that are shown
  • Supports Personal appointments, that can be obscured using the Security system (so that your clerk and secretary cannot see the detail of the Personal appointments, but can see other appointments)
Free SILQ for Clerks Version
  • Free SILQ for Clerks version - allows your clerk to have full diary control, as well as the ability to see summary information for Matters, Firms and Contacts (but not financial information).
Billing Improvements
  • The Time Costing and Billing windows have been combined into one so reviewing/preparing of invoices much easier.
  • New instant invoice allows you to create a one-stop quick invoice (eg. in cases where there is only one time entry on a bill, which saves time. eg. a mention)
  • New warning if you try to create an invoice where it exceeds the Fixed amount for the Matter.
  • Invoices window now uses colour to indicate how old an invoice is.
  • Invoice window can be displayed as either GST Inclusive or Exclusive
Interest Calculations
  • Calculate and track interest charges on an invoice.
Training Movies
  • Now includes 17 detailed training Movies that cover almost every part of SILQ
New Security System
  • Allows you to have different logons for different users
  • Different permissions can be set for each user so they can only access the parts of the program that you want them to
  • When your Clerk accesses your diary from the SILQ for Clerks program you can control what they can change

 

Other Enhancements
  • Contact Management Improvements
    • Make both Firms and Contacts either Active/InActive so old Firms/Contacts don't clutter your windows.
    • Access the details of a Firm/Contact directly from the Matter window.
    • Import Firms and Contacts from a CSV file
  • Data Management Improvements
    • Use an advanced filter to control what data to show in a window (allowing you to isolate exactly the records that you want.)
    • Group records (with summaries) in each of the windows.
    • Data loading times are faster
  • Document and Template Improvements
    • The Documents window now has a history tab so you can see what letters have been generated for the selected Matter/Invoice/Firm etc
    • The Email system now supports email templates (including both formatted emails that can be used in Outlook and unformatted emails which can be used with various email systems.)
    • There are additional new templates included:
      • Matter Summary
      • Short Minutes of Order - demonstrates how you can create templates using the Court information you have entered for a Matter.
      • Additional set of templates for invoices that handle the charging of interest specifically
    • The latest template set supports requirements for the Professional Standards Legislation
    • The new templates in v3.0 will be automatically installed in the template folder within the SILQ3 folder. The installation process will not overwrite your existing templates and SILQ v3.0 will continute to point to your old templates
    • If you want to access the new templates the options (if you are an existing user) are set out below:
      1. If you haven't changed any of your templates:
        1. Click on the Tools menu
        2. Click on Configuration/Backup
        3. Click on the General Tab
        4. Change the template folder to C:\Program Files\Silqware\Silq3\Templates
      2. If you have changed some of your templates:
        1. Copy the templates that you want to keep from your existing template folder (typically C:\Program Files\Silqware\Silq\Database\Tempates) to the new template folder (typically C:\Program Files\Silqware\Silq3\Templates)
        2. Click on the Tools menu
        3. Click on Configuration/Backup
        4. Click on the General Tab
        5. Change the template folder to C:\Program Files\Silqware\Silq3\Templates
    • There is a new multi called MATCONTACT that allows you to iterate through all the Contacts on a Matter
  • Matter Improvements
    • Track specific court information about Matters, including Plaintiff/Defendant/Court etc.
    • Have as many Contacts on a Matter as you want.
  • Miscellaneous
    • The GST Report has been enhanced to include a BAS summary so that filling out your BAS statement is easier.
    • The Navigation Toolbar allows configuration (use the right click) and you can decide which buttons are shown, as well as where the toolbar is located.
  • There has also been various bug fixes and minor improvements

SILQ Barrister

FEATURES
  • Easily manage all of your matters
  • Quickly and easily generate letters
  • Never forget anything with the Task and Diary system
  • Easily manage all of your finances
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