Final bill
Save time.
Booking journey
From billing to archive: for law and fiduciary offices
The file ends, the final bill is issued, payment arrives and the file moves to the archive. The retention period is assigned automatically.
- English and the community languages your customers speak
- AUD, GST and local levies
- Data protection under revPrivacy Act
From closing to archive
When a file closes, open deadlines, unpaid bills and missing documents are checked; if clear, the closing is approved. The file moves into a read-only archive and a deletion reminder comes when the retention period ends.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Australian specifics
Retention and destruction periods vary by professional rules and law; the practice sets them.
Frequently asked questions
Can archived files be searched?
Yes; an authorised person can search and openings are logged.
Related topics
From deadline to reminder
A deadline is entered, assigned, warns as it approaches and is logged when complete.
Learn moreBilling and BPAY
Recorded hours and disbursements become a bill draft; it is checked and sent as a BPAY.
Learn moreArchive and retention
Closed files are archived for the period the practice sets and access is restricted.
Learn more