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Safeguarding those
At risk of
Financial Abuse
Unable to manage
their financial affairs
It includes
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A complete Money
Management software solution for the administration of
client finance and case management, for both Appointee
and Deputy duties
Monitor income
and expenditure
Bank
reconciliation
Create and
maintain property records
Production of
Deputyship Report for the Office of Public
Guardian
Production of
standard documents
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Providing
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A service by
which service users financial affairs can be managed
independently and transparently, with minimum additional
cost to the local authority
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At the centre of this Money
Management system is a comprehensive client record which
includes
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Comprehensive
personal details
Details of all
accounts including individual High Street Bank Accounts
and centralised or individual Authority accounts
Income and
Expenditure details
Property
information
Taking care of
pets
Funeral
arrangements
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In addition to
a comprehensive range of standard reports, as with all
SoftBox products users can
Utilise the
Quick Query facility built into our products, to create
user-defined SQL Queries
Use external
report writing tools such as Crystal Reports and
Business Objects
Download data
from standard reports to Excel for further analysis
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