WinBEAT End of Financial Year Checklist
Click to download the WinBEAT End of Financial Year Checklist to help you complete all the required clean-up and reports for the end of financial year.
New WinBEAT Automated Banking Module
With WinBEAT Version 3.1 we introduced functionality to automate some of your daily banking functions.
If you offer a BPay facility to your clients WinBEAT can now automatically upload the BPay file from your bank and flag the invoices as 'paid by client'.
You can also create and upload an "ABA" file to your bank to automatically process any payments that you have made within WinBEAT. This will save the considerable time spent entering individual account details to process underwriter and sub-intermediary payments via your on-line banking module each month.
Registration of Automated Banking Module will add 3% to your base subscription rate for WinBEAT.
Click to download the Automated Banking Options document
What about WinBEAT Export ?
Are you already using WinBEAT Export to create your Statement of Advice? Have you set up WinBEAT Export templates for all your other client communications? You can automate almost all of your client documentation using the Export feature including:
