DeMaSy ERP- Management

Information management

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

Time reporting

• Timesheets and expenses report (Fiduciaries, family offices, lawyers, notaries …)
• Automatic time recorder (stopwatch)
• Real time client profitability ledgers
• Work in progress

Client 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

Task Management

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

Wire transfer

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

Reinsurance and insurance contracts

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