finPOWER Managers Add On
Where your Loan, Client and Deposit ledgers are allocated to internal Managers, the Managers Add On allows these allocations to be tracked. Managers can quickly assess the performance of their "portfolio" through comprehensive reporting tools. Each Log entry for a Manager's Loan, Client or Deposit can be given an Action Date and these are viewed on the Task Viewer effectively creating a To Do list for each Manager.
Managers can then review, reallocate or complete tasks as necessary. Tasks are refreshed at the click of a button.