The Fees List Program

The Fees List program is one of my favourite programs in Inprotech. It's goal is to produce a list of fees to be paid to the local IP office for a day. The items don't necessarily have to have an amount against them so a full lodgement list of documents can be produced. People who aren't using this program must be using Word or, more likely, Excel and while this is probably an acceptable "manual" workaround it does mean the they run the risk of typing errors on the applicants name, the official numbers and the reference details. Not to mention the extra work of re-typing information already in the system.

Older clients would have a licence for the module as a part of the Cases & Names module before the pricing was changed to make it a separately purchaseable module a few years back.

What I like about the program is that it's simple to enter data and use, delivers high value output easily and caters for most situations. When the Fees & Charges module is used to automatically create the entries it is exactly how integration should be used for productivity benefits.

It does have a few areas I'd like improved though and the ones that I think would be relatively easy to do are:

1. Allowing sorting of the list and unattached items tables by the different columns.
2. Printing the list in the selected sequence.
3. Adding the date/time the item was added as information against the fee items and allow sorting.
4. Allowing the Fees List name to be included on the report.
5. Displaying the Property Type on the bottom half of the screen in the Fees List picklist.
6. Remove blocking the attachment of unattached items against a list with a different country, warn only.
7. When printing the list:

• Default the Print Draft flag to be on.
• Remove the need for the Bank and Account fields to be mandatory to run the report or at least link it to the VerifyFeesListFunds site option
• Get rid of the meaningless error message after you run the report

The bigger enhancement would be for those users of the accounting modules. If the system could create a paid invoice in Accounts Payable on the Cash Book that would be fantastic.