SmartFee - Fee for Service tracking

You will notice that you have a Tab referred to as SmartFees.

This is the first phrase to our automated invoicing capability and is designed to allow the creating and tracking of Advice Incoming for Fee for Service.

The system is designed to initially;

• Create a link to an external accounting package (e.g. Xero)
• Create internal action steps in the overall completion of the  work
• Percentage out any Billing arrangements
• Confirm compliance KPI prior to billing 
• Managed current and future cash flow 

The above topics are customized within the AFSL version so as to reflect the needs and outcomes sought by both the AFSL and Adviser.

• You can track who the task was assigned to
• Date the task was competed 
• Include any additional notes direct into your Client File Notes