DeMaSy Functionalities - Management

Information Management

  • Easy and complete companies/persons details
  • Contact Management (Company, persons, clients, jobs, suppliers management)
  • Job assignments
  • integrated Agenda

Time Reporting

  • Timesheets (customizable)
  • Automatic time recorder (stopwatch)
  • Real time client profitability ledgers

Clients Invoicing

  • Client billing (manual and automatic) and invoice generator
  • Real time receivable and reminders
  • Automatic billings (Retainers / As incurred / Minimum annual fees and excess billing /...)

Scheduling

  • Scheduling staffs on jobs
  • Staff resource Management
  • Holidays planning

Tasks Management

  • Tasks and work programs
  • Automatic reminders
  • Deadlines management
  • Responsibilities assignments
  • Electronic signatures

Wire Transfer

  • Manual and electronic wire transfer (Swift / SEPA ...)

Insurance Brokers

  • Contracts management
  • Claims follow up
  • Premium billing
  • Commissions income accruals
  • Commissions expenses accruals

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