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The benefits to you will be..

Save time as data doesn’t need to be re-keyed

All your information is available in one system and easy to find

No need for extra accounting software, so you save money

Accounts data generates management reports vital to your business

You will need...

A Durell Solution program (e.g. "Financial Adviser") to provide the source data

To book some training for members of staff who will be using the Accounts. Although our training is optional we strongly recommend you have some so you know how to correctly enter information and how to obtain reports

 

Want more information?

	Call us on 01823 326324 (Sales) or                01823 334142 (Support)
	Email us: sales@durell.co.uk
	Use our online contact form
	Download a FREE trial copy of our system. It's fully functional and includes a free 1 hour system overview with one of our experienced sales team.

There is a separate sub-menu for the Accounts, accessible from the Main Menu screen, which is then broken down into the following areas:

There are many benefits from using the Accounts within Durell besides the obvious cost savings. For example in Durell all ledger transactions have three descriptors (for invoiced name, policyholder and policy no) instead of just two (for invoiced name and item), and the ledgers may be easily searched, sorted and filtered to only display outstanding invoices.


The system also includes two Fee Timers per adviser, that allow you to time and create invoices for on-going projects along with those for interruptions caused by client phone calls and ad hoc meetings.


If you work in multiple currencies you can have different account sets (e.g. For Euros, Dollars, Sterling etc) and switch between them on-the-fly, for example at the point of posting an individual policy.


The system also allows you to design your own invoices in Word, to use direct from the accounts. A number of templates (e.g. including and excluding VAT) are provided to get you started in minutes.


Providing you enter accurate data you can then obtain vital management information from the Reports menu, which comprises:

• Statements
  the current state of your client, insurer and adviser accounts. Statements can be sent as a reminder to clients who have overdue invoices
• Aged Debtors
  all outstanding business, shown in 30 day historic periods
• Balance Sheet
  what your business is worth, including share capital and all assets
• Trial Balance
  a quick check on the double-entry system and nominal account totals
• Profit and Loss
  what trading profit or loss your business has made in a given period
• Spreadsheet
  monthly trading profit or loss for the whole year displayed in spreadsheet format, and broken down into nominal type
• Basic Solvency
  the sum of your bank accounts plus debtors minus creditors
• Client Bank
  various analyses of money held in trust for clients
• VAT
  report to calculate VAT liability for a given period
• Listings
  various listings from the ledgers and nominal transaction trail
• User-defined
  facility to re-design the Trial Balance, etc, and create new reports. Here you will also find the RMAR Balance Sheet and Profit and Loss reports, enabling you to view the information needed (and in the required layout) for the report you have to submit to the FSAvarious listings from the               ledgers and nominal transaction trail