Elite Extend

Event Notification Management for Professional Services Firms

• Increases firm-wide efficiency and attention to detail
• Enables professional services teams to be proactive rather than reactive
• Reduces missed deadlines and opportunities
• Expedites critical decision making

Improve Performance with Time-Critical Notifications and Reports

Maintaining client satisfaction and sustaining profitable operations requires firm management and professional services teams to stay on top of numerous deadlines while managing a wide range of functions and activities. An application that is fully integrated across Elite’s Enterprise client platform, Elite Extend provides users with time-critical information needed to manage workloads and improve performance. Elite Extend accomplishes this by providing email notifications and related reports when user-defined events take place.

Coming Soon: Elite Extend will also soon be tightly integrated with WebView, Elite’s browser-based client platform. This integration will enable users to receive and view notifications within Elite WebView. WebView delivery will be able to be defined upon a per-user basis. Email notification can be disabled for those users who prefer to view notifications solely in WebView.

Typical events include:

• Notifying billing timekeepers about clients with accounts receivable balances over a predefined amount.
• Alerting timekeepers and/or supervisors when time cards are overdue.
• Providing management information regarding client deliverables or month-end report status.

  Elite Extend Highlights

  • Fully integrated into Elite Enterprise, Elite’s 32-bit client platform for professional services financial and practice management.
  • Includes predefined yet customizable events enabling users to define report settings and event notification parameters that best suit their needs.
  • Simple customization - users can adjust or modify the specifications of existing events or create new events to meet the specific needs of the firm with minimal training.
  • Unlimited scalability - supports large firms and small workgroups with ease.
  • Global support - multi-language and multi-currency capabilities ensure usability for multi-national firms.