Advance BPA is task-orientated software that uses application data to drive business processes. Each task is triggered by customer-specific parameters and serves to automate or prompt for an action to help identify bottlenecks before they happen. 

Email alerts can used to send notificationsof critical events and provide the information required to act accordingly or scheduledKPI reports can be sent to summarise and track work in progress. 

Included in a standard implementation of BPA is the selection of up to 10 Tasks from a library of standard tasks and access to the remaining tasks for self-configuration if required later down the track. 

The library of standard tasks is listed below, for more detailed information on BPA, please refer to the BPA Implementation Guide

 

Core Tasks

The Core tasks available constitute a starting point for BPA functionality. The tasks should cover a good cross section of the key modules within the APS Software Suite to help with information management, data integrity and help streamline processes within the firm. Each task comes with its own set of email outputs and configuration options. 

Practice Management PM_01.   Timesheets Standard Hours
PM_02.   Incomplete Timesheets
PM_03.   Fees to Process
PM_04.   Debtor Receipts
PM_05.   Changed Client Details
PM_06.   Staff Weekly Budgets
PM_07.   Outstanding Invoices
PM_08.   Relationships Not Set
Workflow WF_01.  Matters Approaching Due Date
WF_02.  Matters at Fee Budget Threshold n%
WF_03.  Milestones Approaching Due Date
Practice IQ PIQ_01.   Partner and Manager Ranked Analysis
PIQ_02.   Partner and Manager KPIs
PIQ_03.   Workflow Summary Current Milestone Resp, Manager & Matter Resp
AUS Tax Tax_01.  Maintenance
Tax_02.  Sent for Signing
Tax_03.  Return Due Date Approaching
Tax_04.  Held for Lodgement Today
NZ Tax TaxNZ_01.  Returns at Locked or Signed
TaxNZ_02.  Returns at IRD Confirmed
TaxNZ_03.  Unpaid Provisional or Terminal Tax
Workpaper Management WM_01.  Project at Status
WM_02.  Projects at Status 2 from Status 1
Virtual Cabinet
VC_01.  In-tray and WIP