A new component of the Acuity Outlook add in allows you to retrieve matter information to review, as well as the ability to add a file note to the matter.
This new chart provides a projected full year forecast. It does this by collating actual financial amounts for staff members up until the end of the previous month and adding the budget figures for the staff member from the current month until the end of the financial year.
One of the goals of RedView Acuity is to provide a range of management information to the firm. This includes operational statistics not just financial data.
A new chart is available that provides a summary of key performance indicators. The goal is to provide a quick overview of the performance of the firm, office, department, team or individual, depending upon the scope selected on the Firm Dashboard.
A chart is now available that shows billable hours against budget. This is similar to the Hours Recorded vs Budget chart which totals both billable and non-billable hours. In this chart only billable hours are included for analysis.
RedView allows for the grouping of staff into Teams, Departments and Office. When configured this allows the Firm Dashboard to be filtered by an individual group to see the performance of that group.
New support and usability features are being introduced as standard across all charts. These are designated by the buttons below and are being introduced to all charts gradually in future software releases.
A chart is available that provides a breakdown of billable time that has been recorded in timesheets by staff. It provides a quick overview of all billable hours recorded in the chosen accounting period.