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Making a Good Impression, Meeting Client Needs
The contents and appearance of your invoice is an important aspect
of your firm's public perception. More importantly, providing prospective
clients with specific bill details is often a prerequisite to providing
services. The Elite Professional Billing System offers a variety
of facilities designed to give you the utmost flexibility in presenting
account information and billing information. From the simplest "one-size-fits-all"
to advanced task-based budgeting spreadsheets, Elite has a bill
presentation solution to meet your needs.
Firms rarely need advanced bill template resources on a full-time
basis. For even the largest firms, it may not make sense to develop
and maintain in-house staff to perform this work. Data Fusion can
supplement your IT department with our in-depth knowledge and experience
gained at hundreds of firms with unique bill presentation requirements.
Knowledgeable Staff
Our bill template staff has many years of experience in all aspects
of Elite bill template creation. Our team members not only know
how to make templates using standard Elite functions, but can also
program new functions if necessary. We have done projects using
all aspects of Elite bill template design, including:
- Standard Bill Templates
- "SuperBills"
- Document Studio Bills (formerly Whitehill Technologies, Inc.
WordFlow)
- Visbills (Visual Bills, using Visual Basic for Applications
and Microsoft Word)
- Proforma Templates
- Custom Bill Template Functions (also known as "stored programs")
Stored Programs
Elite excels in its ability to capture, store and report financial
and client information, offering a library of over 700 bill template
functions and over 2,000 proforma template functions. However, when
the data you need is not available from a standard function, Elite's
Stored Program technology supports the addition of a library of
customized functions. Stored Program functions can be used with
standard bills, proformas, VisBills and Document Studio templates.
Stored Programs can also be used to dramatically enhance proforma
performance. If your firm is using a custom proforma, it may be
possible to reduce generation time by up to 90% using Stored Program
technology.
Call the Bill Template Experts for Help or Training
If your firm is still using word processing to implement specialized
billing formats, Data Fusion can create the functions and templates
you need to automate this process. If you prefer to do the work
yourself, we offer comprehensive training in the creation, use and
maintenance of all Elite bill presentation systems.
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