Databases currently in use
- Back-office system for independent financial adviser
(Conducts life, mortgage and general
branch business, including private, commercial & classic
motor insurance)
Client information, general branch & motor policy summary
data, new business registers, portfolios, invoices, diary
with history, life commission with facility to split between
unlimited associates, business accounts day books, client
account day books with general branch commission handling,
petty cash
These are screenshots of databases in daily use by our clients
Client Screen screenshot
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GB Card Screen screenshot
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GB Commission Daybook screenshot
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Diary screenshot
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Life Portfolio screenshot
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Life New Business Register screenshot
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- Back-office system for accountancy practice
Client data, timesheets, invoices, diary
Daily Timesheet screenshot
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Invoice screenshot
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Diary screenshot
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- Back-office system for domestic cleaning company
Client & cleaner data, client requirements, cleaner availability, weekly rota, invoices, statements, allocation of client money, bank account reconciliations, to do lists, mailshot facility with Microsoft Word
Weekly Rota screenshot
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Client Transactions screenshot
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Client Receipts Allocation screenshot
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- Back-office day-book system for bouncy castle hire
Client receipts, client payments, bank account reconciliations
Receipts Daybook screenshot
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Payments Daybook screenshot
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Bank Reconciliations List screenshot
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Older Databases
- Stock control system for exhaust, tyre & battery retailer
- Back-office system for estate agency