Accountants Enterprise with Practice Manager only
Drag Recoverability from the Practice Manager Toolbox to your homepage.
Recoverability is a measure of the fee value against the WIP written out.
This recoverability graph provides two options.
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Monthly recoverability values.
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Cumulative (i.e., 12 month running values).
For example, assume your date range is January to December of the current year.
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If the cumulative option is not selected from the right-click menu, then:
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March figures would display information for March of the current year only (i.e., 1/3 to 31/3).
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April figures would display information for April of the current year only (i.e., 1/4 to 30/4).
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If the cumulative option is selected from the right-click menu:
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March figures would display information for April of the previous year to March of the current year.
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April figures would display information for May of the previous year to April of the current year, etc.
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The cumulative option effectively enables you to track the trend of your practice's recoverability.
Right-click the display and select the Define Filter menu to open the Recoverability Grouping Options window:
The Recoverability Grouping Options window enables you to select the date range and data filters required.
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For the Date Range, select either YTD for the last 12 months or data, or enter another date range. The graph is limited to display a maximum of 12 months at any one time.
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For the Data Filters, leave the items in the grouping bar as displayed above to show all data for the practice together.
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To show the analysis of the recoverability by one of these areas, drag that item up to the Group bar.
You can analyse the data by:
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Company
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Partner
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Manager
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Department
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Office.
You can further select to include or exclude data in the selected filter by right-clicking that field in the Group bar to display the Filter List. For example, if you right-click the Department field, the system will displays the list of departments. Click the checkbox and deselect the departments checkbox to be listed in the recoverability graph.